---
title: "Creating and Drilling Down into Report Matrix Data"
slug: "drilling-down-into-report-matrix-data-2"
description: "This document shows how to create a Report Matrix, and how to view the Drill-Down Report for that Matrix. The Report Matrix displays the total number of how many records match each reported value in a column; the Drill-Down Report breaks down the total and displays the column values for each matching criteria."
updated: 2024-06-27T18:56:18Z
published: 2024-06-27T18:56:18Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Drilling Down into Report Matrix Data

## Overview

**Report matrixes** display totals of how many records match each value reported in a column. Each cell in the matrix doubles as a link to a drill-down report. A drill-down report breaks down the total and displays the column values for each matching entity. To view a drill-down report, run the report, then click on any cell in the report matrix.

## Example

In this example, add a matrix to a report, run the report to view the matrix. Then, select a cell in the matrix to view the drill-down report.

1. Begin in the portal by navigating to a Designer Folder.  Select the **Create Report** button in the bottom action panel. In the resulting dialog, give the report a name and select **Create**.
2. In the Report Designer, define the data source from **Data Sources > Common** then choose **Folder Data Source**. Then under the **Data Fields** column and add **Entity Name**, **Folder Type Name**, and **Nesting Level** to the report.

To learn more about building reports navigate [here](https://documentation.decisions.com/v9/docs/create-reports).

## Create a Matrix

1. To add a **Matrix** view to the report, select **Add** in the Views column, then select **Matrix**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h50_08.png)
2. This will add a **Matrix** view to the report.  This **Matrix** view will automatically open.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h50_58.png)
3. To build the report matrix, select the **Add Dimension** link corresponding to the y-axis and select **Add Field Dimension**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h51_56.png)
4. In the **Edit** dialog, select **Folder Type Name** in the **Field** drop-down list and select SAVE.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h52_37.png)
5. Next, select the **Add Dimension** link corresponding to the x-axis (horizontal) and select **Add Field Dimension**.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h53_03.png)
6. In the **Edit** dialog, select **Nesting Level** in the **Field** drop-down list and select SAVE.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h54_01.png)
7. Select **Run Report** in the top action panel. The report will open in a new window.
8. Click on the **Matrix** view to see the report matrix.  
![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h54_43.png)
9. To drill down into the report data, click on one of the matrix cells.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h55_21.png)
10. In the resulting dialog, there is a report of the entities comprising the total of that cell.![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-27_14h55_57.png)