Salesforce Lightning Reporting and Dashboards

Hands-on exercise for creating a Matrix report

Let's consider a use case: showing the record count for all accounts in a Matrix format, row grouping by Account creation for Calendar Year, and column grouping by Account Owner:

1. Instead of creating it from scratch, let's modify the existing Summary report All Account by creation Year and owner and convert it into a Matrix report.
2. Open the All Account by creation Year and owner report and click on Edit button or navigate to Reports tab, look for the report, click on the arrow in the last column, and then click on Edit to open report builder.
3. Change the report format from Summary to Matrix.
4. The first group of the summary report will automatically become row grouping, while the second group will ...