User Manual / Report / Create Matrix Report
Create Matrix Report

Follow this steps below to create matrix report.

  1. On the Report Homepage, click Create Report.
  2. You will be directed to Create Report screen.
  3. Select the Report Category, Report Type and choose Matrix for Report Format, then click Next.
  4. On Create Filters screen, you can define specific filter criteria that selected records must match, then click Next to continue.
  5. You will be directed to Row Grouping screen. The x-axis data is based upon what is in the rows. On this page, you can summarize data by grouping the selected fields. 

 6. Select fields from Available Fields section. The selected fields will appear in Row Group section. 

 7. Click on the field name to edit grouping properties.

  • Sorting: Sort the field by selecting the Ascending or Descending command.
  • Text Alignment: Select text alignment for the row.
  • Width: Set the row width in inches.
  • Subtotal/label: Enter the name for summary column

Note: Multi-level matrix report can be created by adding multiple fields to column, row and the display value.

 8. After setting all properties, then click apply to save changes. 

 9. Click Next to continue.

 10. On the Column Grouping screen, you will be able to summarize data by grouping the selected fields.

 11. Select fields from Available Fields section. The selected fields will appear in Column Group section. 

 12. Click on the field name to edit grouping properties.

 13. After setting all properties, then click apply to save changes. 

 14. Click Next to continue.

 15. On the Values screen, select the fields that you want to present the data value in the report.

 16. Select fields from Available Fields section. The selected fields will appear in Values section.

 17. Click on the field name to edit its properties.

  • Label: Enter the column name to display in the report. The column name is the same as the field name, unless otherwise stated.
  • Sorting: Sort the field by selecting the Ascending or Descending command.
  • Row Limit: To limit the number of results for row.
  • Width: Set the column width in inches
  • Text Alignment: Select text alignment for the column.
  • Data Aggregation: Summarize data using aggregate functions like sum, count, min, max and average. By default, the SUM function is used for numeric value fields

 18. Click Apply to save changes.

 19. Click Next to go to the Chart Option screen. Here, you can add chart to matrix report. 

 Note: This step is optional. 

 20. Preview your report.

 21. Click Next to continue.

 22. On the Report Details screen, enter report name, report descriptions and choose a color theme.

 23. Click Save to save your report.

Last modified on Apr 11, 2018