Matrix Support

Project Report Overview

The Project Report allows you to monitor the performance of your projects by viewing what has been Pitched and Sold, compared to the goal.

To create the Project report, please follow the below instruction:

1. Please navigate to Reports on the menu bar.

2. Click More reports tab.

3. Click Project Report link.

4. From the Hierarchy area, select at least one option.  Note:   You can select up to five options.

     -The hierarchy order determines how the data is nested in the report.

5. Optional: Select filters to remove the data that you do not wish to report on.

6. Click the Run button.

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