Matrix Report Definition

See the answer below.

Summarizes data in a grid against horizontal and vertical criteria.

Matrix reports provide totals for both rows and columns.

Matrix reports may also be used to support dashboard components.

A matrix report is a type of report in Salesforce that allows you to display data in a grid format. It is used to summarize and analyze data by multiple categories, such as by quarter and by product, and display the data in rows and columns. The matrix report is useful for comparing data across multiple dimensions, and it can provide insights into trends and patterns that may not be apparent in other types of reports.

The matrix report has four sections: the report name, the report format, the report criteria, and the report results. The report name is the title of the report and should accurately reflect the purpose of the report. The report format determines how the data will be displayed, including the grouping of data, the calculation of subtotals and totals, and the inclusion of charts and graphs. The report criteria define the filters and conditions that will be used to select the data that will be included in the report. Finally, the report results display the data in the matrix format, with rows and columns representing the various categories and cells containing the data values.

Matrix reports are a powerful tool for analyzing data in Salesforce, and they can be used in a variety of contexts, including sales, marketing, customer service, and more. They can be customized to display the data in a way that is most relevant to your business needs, and they can be scheduled to run automatically and emailed to key stakeholders.