Matrix Report

A Matrix report is an advanced grid like report type that allows you to create aggregate summaries for grouped data.

Matrix

Module

Select the main module that the report is based on.

Matrix- module

Filters

From the list on the left, drag or double click the field you wish to filter on. The module fields will appear at the top for selection. Related modules can be expanded to select a field from a related module.

Matrix filters

  • Available At Run Time: check this box to allow users to modify the filter when they run the report.

  • Search Operator: By default, the report will filter to meet all the requirements of the filters listed

  • This can be modified for more advanced filtering (e.g. if you have more than 1 filter), so you can change the requirements to meet filter #1 AND either filter #2 or filter #3

To remove a filter, hover over the top right hand side of the filter and click the little garbage can icon.

Groupings

From the list on the left, drag or double click the fields you wish to group by in the report. There must be at least 2 groupings in a matrix report. One to group along the X-axis and one to group along the Y-axis.

To change the order of the columns: click on drag the boxes in the order desired.

To remove a field: hover over the top right hand side of the box and click the little garbage can icon.

Matrix-groupings

Select Display Columns

From the list on the left, drag or double click the fields you wish to summarize in the matrix.

To change the order of the columns: click on drag the boxes in the order desired.

To rename the display label: click in the white box and type the label as you would like it to appear.

To remove a field: hover over the top right hand side of the box and click the little garbage can icon.

Matrix-columns

General

Name: Enter the report name.

Description: Enter a short description of the report.

Currency Conversion: If any currency fields are being displayed in the report, and multiple currencies are being used in Zurmo, specify whether you want to convert the currencies.

  • Do not convert: Select this option if you do not want to convert the currency and want to display the value as it appears on the record. For summation reports, this might result in a calculation of multiple currencies  without taking the currency into account. If you are only using one currency in Zurmo, this is the default option.

  • Convert to base currency: Select this option if you would like to convert the different currencies into the base currency.

  • Convert to base currency and then to a spot currency: Select this option if you would like to display all amounts in a currency that is not the base currency. The system will convert all amounts first to the base, and then to the currency selected.

Rights and Permissions: Set who has the ability to view and modify the report.

Matrix-general

After You Run a Report

After you run a report, you will notice different possible options:

Under the Options button, you may have the ability to Edit, Clone, or Delete the report.

Filters: check or uncheck the box to view the run time filters.

Grid: check or uncheck the box to view the grid report results.

SQL: check or uncheck the box to view the SQL query behind the report.

Matrix result

Save

Save

Save

Save

Save

Save

Leave a Comment