Heat Map and Matrix Summary Reports display performance across multiple periods using a grid of colored cells. Each cell represents a Measure’s status or data value for a given period, making it easy to spot trends, patterns, and outliers at a glance.
Create a Heat Map or Matrix Summary Report
From the left navigation, click Reports.
Select Measure Reports.
Click + Add Report.
Enter a Report Name (e.g., On-Time Flights).
Choose Grid Report as the Report Type.
Select the Report Template.
Click Save to create the report.
Add Columns to Build the Matrix
Locate the report you want to work with in the Measures report page.
Click the kebab menu (⋮) and select Edit Report.
Navigate to the Columns tab.
Select the fields you want to include in the report.
Make sure to include Series Status, which is required to display period-based colors or icons.
Click + Add Column.
Click Save.
Configure the Heat Map Layout
Locate the Series Status column you added in the Column tab.
Click the kebab menu (⋮) and select Edit Column.
Set Reporting Frequency
Use Reporting Frequency to define which periodicity the report should display:
Monthly
Quarterly
Annually
Or other custom frequencies
Reports default to All Periods unless you specify one here.
Set Periods to Display
Use Periods to Display to control how many periods appear in the matrix.
If the option includes N, enter the number of periods (e.g., Last 6 Periods).
Up to 16 periods can be displayed in a Heat Map using Series Status.
Hide Repeated Values
If some Measures update less frequently (e.g., quarterly or annually), you can check Hide Repeated under Series Display to remove duplicate values that appear between reporting periods.
