Displaying Report Matrices in a Portal Page

Last Updated: 08/12/2016 Introduced in Verision: 2.0

Report matrices display totals of how many records match each value reported in a column.  Each column is referred to as a dimension.  Multiple dimensions can be compared along the x and y axes of the report matrix.

The report used as the matrix source must already have a matrix defined.

To add a matrix to a portal page, in the Report Designer, drag a Matrix component from the reports category in the Components Panel to the workspace, then set the Matrix Source in the Properties Panel.


The goal of this example is to:

  1. Create a portal page.
  2. Add a matrix to the page.
  3. View the page.

To begin, navigate to a Designer folder and click the Create Page/Dashboard button located at the bottom of the portal page.



In the resulting pop-up window, give the page a name and click Ok to open the Page Designer.


From the Toolbox Panel, expand the Reports category and drag a Matrix component to the workspace.


Define the matrix source by selecting a report that already has a matrix defined.

In the Properties Panel, in the Matrix Data section, select the Matrix Source selector.


Select a report, in this case, Modified Flows (grouped by users) and click Ok.

 Pick Report

This completes the page, save it and close the Page Designer.

To view the matrix, select the page’s thumbnail and select View > Preview Page from its Action menu.


The report opens in a new window and displays the report matrix.



Additional Resources