Overview

When building a matrix report, you select grouping fields for both the rows and columns. You also select a calculation for Vault to perform in the union of each row and column.

Selecting Grouping Fields

Select fields from the Group columns by and Group rows by dropdown lists.

Defining Summary Calculations

By default, a matrix report counts the number of records that match the criteria defined by the column and row fields. To use a different calculation, select a function from the picklist in the cell. When choosing a summary calculation other than Count, select a numeric, date, or ID field on which to perform the calculation. You must add grouped rows to your report before adding summary calculations.