Creating a Matrix Report

For our next report, we'll answer the question, “On average, how many days does it take each recruiter to fill a position with or without required travel?” This report will use a matrix format to highlight the difference that mandatory travel makes in how long it takes for positions to be filled. Looking at data only for this year and the last, the report will include:

• Record counts for each position a recruiter owns
• A custom summary formula for the percentage of a recruiter's positions that require travel
• A time-based filter that restricts the data only to positions that were created this year or last
• A color-coded field summary for the average number of days positions remain open:
  • Averages of less than 30 days are color-coded green
  • Averages of between 30 and 60 days are color-coded yellow
  • Averages of more than 60 days are color-coded red

Because this report is going to use so many different reporting features, we'll break down the procedure into four parts:

1. Creating a matrix report
2. Adding custom summary fields
3. Adding columns and filters
4. Adding a chart and conditional highlighting