You can generate many different types of reports in the Matrix.
For some reports, only the items that are viewable in the Matrix will show up in the report. Select the triangle next to any section header to make sure that the information that you want appears on the report.
To view report options, select print from the Matrix view.
Chose the Select Report dropdown, and select a report type.
Adjust any output settings for the report, as needed.
When you are ready to print the report, select Accept.
- If you choose to create a PDF report, the PDF file downloads to your computer.
- If you choose to create a web page, the report displays on a separate tab in your web browser.
The following sections contain more information about some of the reports.
The Sample Matrix report shows any sections that are displayed in the Matrix view.
The following example shows teams that were displayed in the Matrix before the report was created.
This report shows the same information that's in the Sample - Matrix Report in a different format.
This report shows you all of the times and titles for each date loaded in the matrix.
This report shows you everyone you have scheduled for every team, whether or not the team is displayed in the Matrix
This report shows you all of the people scheduled under each team for each day. It also shows their status.
- If people have confirmed for a plan, their name will appear in bold.
- If they have not yet replied, their name will appear gray and they will have a ? symbol next to their name.
If people have declined, their name will not show up at all. This report does not show needed positions, only those who have been scheduled.
This report shows you all of the people scheduled to the different teams and positions for each day. The reports shows everyone's status and will only show teams displayed in the Matrix.
This report will give you one PDF of all the plan flows with times and item notes. A plan report is compiled for each day that you have loaded in the matrix.