8. Matrix Report - 6.5.7

Owned by Noopur Varshney [AIO Tests]
Last updated: Oct 21, 2023 by Nisha Shantilal
2 min read

A Matrix report allows to group and summarize data by both rows and columns.

Matrix report uses two or more Dimensions (non-numeric and dates fields) in Row Fields and Column fields to group data. The summary/aggregation calculation is performed on Measures (numeric fields) that are added to Data fields. This type of report resembles a pivot table created in Excel.

At least one Row, Column and Data field is required to create a Matrix report.

Steps to create Matrix Report

  1. In the Report Designer interface, select the type of report as Matrix

  2. Add the fields from the left panel by clicking the down arrow sign next to the field name. For Dimensions (non-numeric and dates fields), the down arrow will give an option to add the field to either Row or Column fields. Fields can be dragged to rearrange the order

  3. Specify a filter criteria to search for issues, using a JQL statement, Jira Favorite Filter or using Reports Custom Filter builder

  4. Click Run to view the results in the bottom pane

  5. Click Save to save the report for future use. Saved reports can be accessed via My Area → My Reports 

Below is the screenshot of the results for the report configuration shown above

Additional Details

Field Settings

Settings on each field can be set by selecting the gear icon on each added field. Listed below are some examples of the options that are available from field settings:

  • Change the label of the column

  • Sort on the column

  • Apply filters on the column

  • Group results by the column

  • Hide column from results

  • Set date format

  • Set aggregation formula

More examples can be found in the App under Help → Sample Reports

Page Settings

Each page in a report can have a Page Title that will appear as the title of the page on the report. Page settings are also available for each page and differ based on the type of the report.

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