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Download the group and site matrix table to CSV

Learn how to download the group and site matrix table to CSV via the web app.

What's the group and site matrix?

The group and site matrix in SafetyCulture is a simple yet powerful tool for managing your organization's structure, giving you clear visibility and control over your hierarchy and membership assignments.

The group and site matrix provides a single view where you can:

  • See all users, groups, and sites at a glance.

  • Easily assign or reassign users to groups and sites.

  • Filter and search to quickly find specific members or groups.

  • Export data for further analysis or reporting.

What you'll need

Download the group and site matrix table to CSV

  1. Log in to the web app.

  2. Click your organization name on the lower-left corner of the page and select Groups or Sites.

  3. Click Group matrix or Site matrix on the upper-right of the page.

  4. Select the tab of the matrix table you want to download. You can also apply filters to narrow down your download.

  5. Click Download icon on the upper-right of the page.

  6. In the pop-up window, click Download.

Frequently asked questions

This usually happens because of the regional settings in your spreadsheet program. To fix it, set the delimiter to a comma so the values are correctly separated into columns. You can follow the Microsoft Excel guide or the Google Sheets guide to adjust your settings.

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