Configure Matrix report registry

Configure the Matrix report registry to select the base table. You can create a relationship of the base with the target table to configure the details of the report for an entity-related record or a landing page.

Before you begin

Role required: sn_matrix_report.admin

Procedure

1. Navigate to All > Matrix report > Matrix report registry.
2. Select New.
3. Enter the name of the Matrix report registry in the Name field.
4. Select Entity [sn_grc_profile] in the Base table field.
5. Select Submit.
   The Matrix report registry is created and appears in a list view.
6. Select the Matrix report registry that you created.
   The base level of the configuration is auto-populated, which contains the base target table and you can select any filter conditions. For the next level configuration, add new relationships between the base table and a target table for the matrix report.
7. In the Matrix relationships related list, select New.
8. On the form, fill in the fields.
   For a description of the field values, see Matrix relationship form.
9. Select Submit.
   You have configured the base table, which is the level 0 of the matrix report configuration. You can add new configurations as well. For example, if you have selected the base table as Entity, then you can add configurations such as risk related to that entity, which would be level 1. For level 2, you can configure a relationship between controls and issues. Parent record as source helps to identify the record from which the data is taken.

   Note:

   The Source table and the Relationship can’t be the same in the Matrix report registry.

What to do next

After the matrix relationship is complete, you can Configure target table fields as columns for matrix report.