Company Matrix

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The Company Matrix, available as a report, displays issues by Issue Category and the Company assigned as the responsible party for the issues.

To generate the Company Matrix:

1.From the Main Menu, click Reports Icon. The dashboard will generate.  From the sub-menu, click Matrix Reports.
2.From the drop down <insert>, select Company Matrix.  The Company Matrix displays.
3.Click a link to view the issues in each category.
4.To filter the results, click the Expand icon for Search. The available search criteria display.
5.From the Module drop-down list, select the module for which you want to view issues and responsible parties.
6.From the Project drop-down list, select the project for which you want to view issues and responsible parties.
7.Click the Area Inspections radio button to include inspections performed on areas or click the Item Inspections radio button to include inspections performed on items.
8.In the Area data field, click the not selected link to select an area to include in the report.
9.From the Issues created by drop-down list, select a user for which you want to view issues created and responsible parties..
10.In the Issues Filter section, click the All Statuses checkbox to include all inspection statuses or click the checkbox(es) for the inspection statuses you want to include on the report, and click the Calendar icons in the From and To data fields to specify a date range for the report.
11.In the Issues Filter section, from the Issue Category drop-down list, select the issue categories you want to include, click the All Statuses checkbox to include all issues statuses or click the checkbox(es) for the issues statuses you want to include on the report.
12.In the Aging Tracking section, click the Include tracking checkbox to sort the issues by aging parameters. Parameters for aging display.
13.From the Apply aging to date drop-down list, select the date you want to use as the basis for the aging measurement and from the
13.From the End of range drop-down lists, select the number of days for each of three aging ranges.
14.Click the Apply button. The Company Matrix updates.
15.Click the Show Printable Report button to display a printer ready version of the report on a new tab in your browser and click the Print this page button to print the report.

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