Tabular, summary, and matrix report formats
Key Takeaway
Match the report format to the requirement: tabular for a list, summary to group and summarize, and matrix to group and summarize by row and column.
A report format controls how a report lays out its results. The right format depends on whether someone needs a simple list, totals by one category, or totals across two categories at once.
The report formats
There are three main report formats: tabular, summary, and matrix.
| Format | How it lays out results | What it suits | How it compares |
|---|---|---|---|
| Tabular | Like a spreadsheet, it shows an ordered set of fields in columns. Each matching record has its own row, and there is no grouping. | List tasks, such as generating a mailing list or listing all open opportunities | The default format, and the simplest and fastest way to look at your data |
| Summary | It works like a tabular report, but it also lets you group rows of data, view subtotals, and create charts. | Great for use in dashboards | The most common format, because most people find most of their reports are summary reports |
| Matrix | It groups records by both row and column. | An at-a-glance overview of totals, such as revenue or quantity of products sold | Takes the most time to set up, but gives the most detailed view of your data |
A fourth format, joined, uses report blocks to give different views of your data.
The report format and the report type are separate choices. The report type decides which fields are available in the report, while the format only controls how the report lays out its results.