Matrix Report creation is a drag-and-drop task in the Report Builder. The work is picking the right groupings and the right aggregation.
- Open Report Builder
Click Reports tab, New Report. Pick the report type matching the source data (Opportunities with Account, Cases with Contacts, etc.).
- Switch to Matrix format
In the Report Builder, click Format dropdown, pick Matrix. The canvas changes to a cross-tab layout.
- Drag the row grouping
From the Fields panel, drag the field to use as Row Groupings (Region, Owner Role, Industry).
- Drag the column grouping
Drag the field for Column Groupings (Quarter, Month, Stage, Lead Source).
- Pick the aggregation field and function
Drag the metric field (Amount, Quantity) and pick the function (SUM, COUNT, AVG).
- Add filters and save
Restrict to relevant records with filters. Add a chart if useful. Save the report with a descriptive name.
Selects the source object and related-object joins.
The first dimension that appears down the side.
The second dimension that appears across the top.
The metric computed per cell.
Scope the report to relevant records.
- Matrix reports get slow on high-volume objects. Add aggressive filters; consider Reporting Snapshots or CRM Analytics for very large data sets.
- Two grouping dimensions are the limit per axis. Deeper nesting needs Joined Reports or analytics tools.
- Field-level security applies. Users see only fields they have access to; matrix cells with restricted fields render blank.
- Charts on matrix reports look different from charts on summary reports. Test the chart type against the data before committing.