0

How can I create a report in SFDC where I can see the target accounts assigned by reps at a glance (in a matrix format), like this:

Matrix Account List by Sales Rep

1
  • Welcome to SFSE! Please take some time to review How to Ask and take the tour. If you are new to salesforce, I can recommend you get started with Trailhead modules at trailhead.salesforce.com/en/modules/reports_dashboards and update your post with a specific problem you are encountering while attempting to create a report. this will at least show that you have put a minimum level of effort prior to asking how to questions on the forum. As is, we have no way of knowing what you have tried and not. Thanks!
    – glls
    May 26, 2017 at 9:55

1 Answer 1

0

Matrix reports are generally used for comparing related totals and groups and summarize data by both rows and columns. Unfortunately, you cannot create a matrix report to show this information. The beast way to go would be to create a summary report.

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .