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  • Writer's pictureNosh

Matrix Report

A matrix report displays columns based on a fixed dimension like Month or Year. Below is a sample output of a matrix report using a monthly column layout.

To create a Matrix report choose a column layout.

Your Choices are Year, Month, Week, Day, Bi-Weekly, Semi-Monthly and Fiscal Period.

Leave the other column layout fields blank.

NOTE that there is a limitation of one measure (decimal field) for matrix reports. If you need multiple measures you can create a pivot table in excel by following the instructions below.

Matrix report with multiple measures

  • Add the "posting date" field as a column and format it to "Date Year-Month" or "Date Month Text-Year"

  • Set the "Column Layout" to None

  • Run the report. Once generated, export it to excel and create a pivot table using the Posting Date as columns

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