A matrix report is built, not installed. You create a report on the right report type, then add one grouping to rows and one to columns in the Lightning report builder Outline panel. These steps assume edit access to reports and a report type that exposes the fields you want to cross-tab.
- Create the report
From the Reports tab, click New Report and choose a report type that includes both fields you plan to cross-tab and the numeric field you want to summarize, such as Opportunities. Click Start Report to open the Lightning report builder.
- Add a row grouping
Open the Outline panel. Under Group Rows, use the Add group picklist to pick the field for your row axis (for example, a region or owner field). The report becomes a summary report at this point.
- Add a column grouping
Under Group Columns, use the Add group picklist to pick a different field for the column axis (for example, Close Date). The report switches to matrix format as soon as it has at least one row and one column grouping.
- Bucket dates and set the measure
If the column field is a date, open its group menu, choose Group Dates By, and select quarter or month. Then add a summarized field (such as Sum of Amount) so each cell shows an aggregate instead of being empty.
- Hide details and save
Turn off Detail Rows so only the summarized grid shows. Add a chart if you want a visual, then click Save, name the report, choose a folder, and run it.
The Outline picklist that sets the left-side axis. Accepts up to two nested levels.
The Outline picklist that sets the top axis and turns a summary report into a matrix. Accepts up to two nested levels.
Date-field option that buckets values into day, week, month, quarter, fiscal quarter, or year.
Choose the numeric field and function (sum, count, average, max, min) shown in each cell.
Preview toggle that hides the underlying records so the cross-tab grid reads cleanly.
- You cannot use the same field for a row grouping and a column grouping in one matrix report.
- Removing the last column grouping silently converts the report back to a summary report.
- Each axis is capped at two grouping levels; summary and joined reports allow up to three on rows.
- Run-time aggregation over millions of rows can be slow or hit limits; filter hard or switch to Reporting Snapshots or CRM Analytics.