Create matrix report configuration for Audit Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create the matrix report configuration giving a name to the report, determining its display type either as a landing page or as a record page, and setting filter conditions on the base table.

    Before you begin

    Role required: sn_matrix_report.admin

    Procedure

    1. Navigate to All > Matrix report > Matrix report configurations.
    2. Select New.
    3. On the form, fill in the fields.
      For a description of the field values, see Matrix report configuration form.
    4. Select Submit.

    What to do next

    This configuration helps the Audit Workspace user to see the matrix report in the Audit Workspace. As an admin you have completed all the steps of matrix report configurations. Now, as a user you can View matrix report in landing page and record page of Audit Workspace.