Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Set Up Field Values Groups for Matrix Reports

Set Up Field Values Groups for Matrix Reports

  • Create a custom matrix report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can use field values groups in matrix reports to display:
  • A field value, even when there are no instances with that value. Example: Add
    Below Expectations
     to a field values group to display when employees don't have performance ratings.
  • Only the values you select.
You can also sort data in a logical order rather than alphanumerically. Example: Sort performance ratings in this order:
  • Below Expectations
  • Meets Expectations
  • Exceeds Expectations
When you create a field values group, you can use it in other reports that use the same field.
  1. Access the
    Edit Custom Report
     task.
  2. As you complete the
    Row Grouping
     or
    Column Grouping
     grid on the
    Matrix
     tab, consider:
    Option Description
    Group by Field
    Select a single instance field.
    Sort Rows or Sort Columns
    (Available options depend on the
    Group by Field
     selection.) Select
    Sequence Defined in Field Values Group
     to display only the values that you add to the field values group.
    Options
    Select an existing group or
    Create Field Values Group
    .
  3. As you complete the
    Create Field Values Group
     task, consider:
    Option Description
    Include Blanks
    Select the check box to display a column or row for instances that have a blank value for the
    Group by Field
    .
    Field Values and Order to be Displayed
    Select values for the
    Instance
     based on the business object of the
    Group by Field
    .
    Select the order to display the field values in.