Display information in a 2x2 matrix. Each cell displays either the number of records or a value for the underlying records.
The identifier is a system ID for referencing a Report. This ID must be unique per Report and must contain only letters and numbers starting with a letter. It must also be a minimum of three characters.
The title is the reference to the Report that will appear in the UI for the users. It will appear in the left pane menu for the App and also in the breadcrumb at the top of the page which tells the user where they are on the site.
The display order is the order that the Reports will appear in the left pane for the App. The lower the number the higher the Report will appear.
The report group is used if you need to group reports together. A report group will appear on the left pane, and report show below it. In the example below - reports have been grouped into 3 sets, which will be collapsed when the App is first shown, and expandable as required. If no Report Group is required, the report name will show above groups
The default Report is the Report that the user will be directed to the first time that they open the App. If no default has been set then the user will be navigated to the Report with the lowest display order.
Note: Once a user navigates to a different Report, this preference will override the default option the next time they view the App.
This will hide the report from all users. It is commonly used whilst a Report is being reconfigured or if a Report needs to be removed temporarily to be reinstated at a later date.
Target Click Through Report
This is where you can select a List Report for the user to drill down into to display more information about the Records that meet the criteria for that Matrix cell. It will apply the appropriate filters to that List Report to only show the relevant records. This can make an effective navigation tool for the App.
The values from the chosen field will make up the column headings for the matrix
The values from the chosen field will make up the row headings for the matrix.
There are two options for the information that is displayed in a matrix Report. If 'Count' is selected then the cells will contain the number of Records that match the X and Y matrix Field values. If 'FieldDetail' is selected then a value for each Record will display in a list for that cell.
This property is relevant if you have selected 'FieldDetail' as the cell type for the matrix. It will be the value for this Field for Records that is displayed in the Matrix cells.
Row & Column Totals
This can be used to show Totals for the rows, columns or both for the matrix.