Published at: 2025-10-30

Reports Definition and Related Concepts


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1. Types of Reports

  • Standard Reports: Display data in vertical groupings or detailed lists, presenting information in banded rows with specific values
  • Matrix Reports: Feature row and column groupings (with one group on the left and another on top), performing aggregated calculations (count, sum, average, max, min, etc.) at their intersections

2. Report Modules

  • Primary Module: The core object of analysis. For example, when analyzing “Account order history,” selecting Account as the primary module ensures all Accounts (including those without orders) are displayed
  • Related To: Other modules associated with the primary module
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