Tutorials Salesforce

Create a matrix report in Salesforce

By PortifyLead · Updated 11 October 2026
Salesforce screen from the video: Under Group Columns, choose Stage, then refresh the preview.
The steps below in 47 seconds, recorded in a Salesforce test account. The video loads from YouTube when you press play.

How do I make a matrix report in Salesforce?

Open the report and click Edit. Under Group Rows, choose Account Name, then under Group Columns choose Stage. Refresh the preview, then click Save & Run.

  1. Open your saved opportunity report.
  2. Click Edit, then open Outline.
    Salesforce screen for step 2: Click Edit, then open Outline.
  3. Under Group Rows, choose Account Name.
  4. Under Group Columns, choose Stage, then refresh the preview.
    Salesforce screen for step 4: Under Group Columns, choose Stage, then refresh the preview.
  5. Click Save & Run and check the result: three accounts, seven opportunities.
    Salesforce screen for step 5: Click Save & Run and check the result: three accounts, seven opportunities.

A report grouped by rows and columns is a matrix report; Lightning Report Builder changes the report format as you group, so there is no format to choose. You need access to the report and permission to edit and save it.

Source: Salesforce’s Salesforce Trailhead: Format Your Report help article, checked 11 October 2026.

Save LinkedIn contacts to Salesforce, and update the ones you already have.

PortifyLead saves the person you are looking at on LinkedIn as a Salesforce contact, after you review the details. It checks for the email first, so a contact you saved before is updated instead of added again.

Get started free How the Salesforce integration works →
Free plan available · No card required

More Salesforce tutorials