Configure matrix report registry to set up base table for audit matrix report

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the Matrix report registry to select the base table. You can create a relationship with the target table to configure the details of the report for an audit-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 the base table from the Base table list.
    5. Select Submit.
    6. Select the matrix report registry that you created by clicking the Name.
      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 Risk, then you can add configurations such as risk related to controls, 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. The Source table and the Relationship cannot be the same in the Matrix report registry.

      To configure column heads for the matrix report, see, Configure target table fields as columns for matrix report.