difference between tabular reports and matrix reports

They can also be used as inputs for graphical dashboard displays.

Salesforce reports can give valuable insights into the health of a sales team and the sales process. A report is generated by organizing the desired data into rows and columns.

The report should look something like this.A Salesforce report is a gathering of data based on metrics and criteria you define within the software.

Save your report as Opportunities by Sum of Amount and accept the auto-generated unique name.

To hide the report details, turn off Detail Rows. Matrix reports are usually easiest to consume with details hidden.

You may want to hide the report details when viewing a matrix report.

Under GROUP COLUMNS, from the Add group.

To change the report format to matrix, first group rows by Close Month and columns by type.

To summarize the report by Sum of Amount, click the Amount column.

If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for. Click Apply.įor the fastest results, always set the smallest date range you can.

For the Date Field standard filter, select Close Date.

For the Opportunity Status standard filter, select Closed Won and click Apply.

For the Show Me standard filter, select All Opportunities and click Done.

On the Reports tab, click New Report, choose the ‘Opportunities’ report type, and click Start Report.

In this step, we’ll create a matrix report showing sales by type for each month. Let’s start by helping Maria create the basic report. Sita, the CEO, is planning for the coming year and wants to know revenue trends, month over month. So why would you want to use a matrix report? If you’re looking for an at-a-glance overview of data, especially for something like totals of revenue or quantity of products sold, then the matrix report format is for you. These reports are the most time-consuming to set up, but they also provide the most detailed view of our data. Matrix reports allow you to group records both by row and by column.

Enter a description, choose the Public Reports folder, and click Save.

Save the report as Open Cases for All Time, and accept the auto-generated unique name.

To see just the totals for each priority level, turn off Detail Rows at the bottom of the preview page.

To make this report a summary report, you need to group rows.

Verify that these columns appear in your report: Case Owner, Subject, Date/Time Opened, Age, Open, Closed, and Account Name.

From the dropdown list, select True and click Apply.

picklist, apply a field filter for cases where Open equals True.

For Date Field, select Opened Date and All Time for the range.

For Show Me, select All Cases and click Apply.Click Filters, then apply these standard filters:.From the Reports tab, click New Report, choose the ‘Cases’ report type from the Customer Support Reports folder, and click Start Report.The report should look something like this: Enter a description and save the report in the Public Reports folder.Name your report Open Opportunities This Year.The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.

For the date standard filter, select Created Date and All Time for the range and click Apply.įor your Trailhead playground, we're suggesting All Time for the range, but for the fastest results in your production environment, always set the smallest date range you can.For the Opportunity Status standard filter, select Open and click Apply.For the Show Me standard filter, select All opportunities and click Done.Click Filters, then apply the following filters:.On Reports, click New Report, choose the ‘Opportunities’ report type, and click Start Report.Depending on which org you’re using to practice these steps, you may or may not see data in your report at runtime.

Difference between tabular reports and matrix reports