Create Matrix report configuration for Risk Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Create the Matrix report configuration by naming the report, choosing a display type (Landing page or 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.