Using the Matrix Grid Reports

To create a Matrix Grid Report, you first must select which employees you want to show in the report. To use the Matrix Grid Report filter:

1. Navigate to Succession using the main menu.
2. Select either Performance-Potential Matrix or How vs. What Matrix.
3. Verify that your Review Period dates are correct. Having incorrect dates affects the data selected for your reports.
4. Enter the Target Population criteria for the names to include in the matrix report. Only one selection can be used for Target Population.
   1. Team View: Select the employee and how many levels up or down to display.
   2. Succession Management and Matrix Report Permissions: Uses the target population set by these role-based permissions.
   3. Group: Select from the list of existing dynamic groups. You can only see those groups for which you already have permissions, and you cannot create, edit, or delete dynamic groups from the matrix grid reports directly.
5. Enter any additional criteria based on the fields available in your filter.
   1. Department, Division, and Location fields are included by default. You can add more fields to the matrix report filter through the Succession Data Model XML. Additional details about configuring the matrix report filter are available in the Using the Matrix Grid Placement History Portlets lesson later.
6. Choose Generate.

The filter options are the same between the Performance-Potential and How vs. What reports.

The matrix grids themselves are just reports so you can't take any action from the reports directly. However, once the report is generated there are many options available from the Matrix Grid Report screen.

The following functions are available on the Matrix Grid Report screen:

1. Filter: Open the Matrix Report filter to change the names selected for the report.
2. Display Options: Open the Display Options to select the icons that are showing in the report.
3. Unrated/Too New to Rate: The number of names that are unrated or too new to rate, if you’ve opted to list these options through Settings. Selecting the icon shows the list of names in each category.
4. Print: Selecting this icon opens the print preview with the option to print the report.
5. Export: Exports the report to an Excel file.
6. Displays the names in the grids with photo and name.
7. Displays the names in the grids with only names, no photos.
8. Displays the names in the grids with only photos, no names.
9. Ratings and grid labels, which can be customized through settings.
10. Select a name from the grid to open their Talent Card.
11. Select a grid to expand the grid when more names are listed in the grid than fits. The display limit for the grids can be configured in settings.