Matrix reports are a type of report that allows users to display data in a grid format with both rows and columns. This format is useful for summarizing and comparing data across two dimensions, providing a more detailed and structured view of information.
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open Home | Salesforce
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Click App Launcher and type reports and Click Next
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Click Reports
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Click New Report
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Click All
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Type object name in which one wants to create a report and click Next
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Type object name in which one wants to create a report and click Next
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Click Start Report
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Click Filters
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Click " Show me " and click Next
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Provide required condition under " Show me " filter and click Next
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Click Apply
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Click
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Toggle on update preview automatically and click Next
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Provide required condition as per requirements and click Next
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Click Outline
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Click Add group and type required and select it and click Next
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Click Add group type required and select it and click Next
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Disable Detail Row button
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Click Save & Run
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Provide Report Name (Report unique name will be generated automatically) and click Next
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Click Select Folder under folder
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Click All Folders and click Next
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Click on the newly created or existing folder and click Next Note: If this need to be stored in new folder create New folder
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Click Select Folder
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Click Save
