Report Formats for Summarizing Data in Salesforce | ADX-201 Exam Prep

Grid Report Format

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Which report format summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns?

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The report format that summarizes data in a grid against horizontal and vertical criteria and provides totals for both rows and columns is known as a Matrix report.

A Matrix report is a type of report in Salesforce that allows users to display summary data in a grid format. It allows users to group data by both rows and columns, providing a powerful way to summarize data across two different sets of criteria.

Matrix reports are particularly useful for analyzing data that contains multiple categories of information. For example, a Matrix report could be used to analyze sales data by region and product line. The rows of the report would represent the different regions, while the columns would represent the different product lines. The cells within the report would contain summary data, such as total sales, for each combination of region and product line.

In addition to providing summary data for each cell in the report, Matrix reports also provide total rows and columns. The total rows display the summarized data for each row, while the total columns display the summarized data for each column. This allows users to quickly see the total amount of data for each row and column, as well as the overall total for the entire report.

In contrast, a Summary report provides a list of records based on the grouping of one or more fields, and also includes subtotals for each group. A Tabular report provides a simple list of records with no grouping or subtotals.