difference between tabular reports and matrix reports

The report preview should look something like this:

Click Show and deselect Record Count, Details and Drop Zones to clean up the view.

Click the menu for the Amount column and select Summarize this Field.

Group the report by Close Month by dragging that field into the row grouping drop zone.

Group the report by Type by dragging that field into the column grouping drop zone.

Click Tabular Format and change the report format to Matrix.

If your report has to sift through a great many dates, it can take longer to show the information you’ve asked for. Choose the range that best fits the data you want to analyze.įor the fastest results, always set the smallest date range you can.

Select Closed Won for Opportunity Status.

On the Reports tab, click New Report, choose the Opportunities report type, and click Create.

In this step, we’ll create a matrix report showing sales by type for each month. In this example, our CEO 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. Like summary reports, matrix reports can have graphs and be used in dashboards.Ĭheck out this short video on matrix reports. 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. Click Save, name your report Closed Cases This Year, and accept the auto-generated unique name.Drag the Priority field from the Fields pane into the Preview pane, and drop it into the area labeled ‘Drop a field here to create a grouping’.Select Tabular, and then select Summary.The following columns should already be included in your report: Case Owner, Subject, Date/Time Opened, Age, Open, Closed, and Account Name.Click Add to include an additional filter for cases where Status is Closed:.On Reports, click New Report, choose the Cases report type, and click Create.In this example, our Support Manager wants to do a post-mortem on Closed cases from the past fiscal year, grouped by Priority. Let’s get down to it and build a summary report. Summary reports are the workhorses of reporting-you'll find that most of your reports tend to be of this format. These will take you a bit more time to set up, but summary reports give us many more options for organizing the data, and are great for use in dashboards. Summary reports are similar to tabular reports, but also allow users to group rows of data, view subtotals, and create charts. The report should look something like this: Enter a description and choose the My Personal Custom Reports folder.Click Save, name your report Open Opportunities This Year, and accept the auto-generated unique name.

The following columns should already be included in your report: Opportunity Name, Type, Lead Source, Amount, Expected Revenue, Close Date, Next Step, Stage, Probability (%), Fiscal Period, Age, Created Date, Opportunity Owner, Owner Role, Account Name.For the fastest results, always set the smallest date range you can. On Reports, click New Report, choose the Opportunities report type, and click Create.Sales use case: Review all open opportunities above a particular amount threshold. Let’s make a tabular report! In this example, we’ll want to generate a list for our Account Executive of all open opportunities above a particular amount threshold, so that she can do some outreach this afternoon. Consequently, they're often best used for tasks like generating a mailing list. While easy to set up, they can't be used to create groups of data and there are limits to how you can use them in dashboards. Similar to a spreadsheet, they consist simply of an ordered set of fields in columns, with each matching record listed in a row. Tabular reports are the simplest and fastest way to look at your data.

Difference between tabular reports and matrix reports