Relationship matrix report

The Relationship Matrix report allows you to compare two metadata types and how they may be related to each other. 

On the first tab "Select Related Assets" you will choose the 2 metadata types you'd like to pull into the report. It is important to remember that the top metadata type needs to be able to reference the bottom asset(s). For example, you can choose reports and the bottom asset could be custom objects, because reports reference custom objects, however, you can't switch these because custom objects don't reference reports.

We have prebuilt relationship matrices that you can choose from the dropdown in the top right, or you could choose to build a custom matrix.

When you select your metadata types at left, you have an option to choose individual assets, shift/command to select multiple assets or if you make no selections, it will choose all assets of that type. 

When you've made your selections you'll navigate to the Preview Report tab. On the preview report tab you can select one of the relationships and it will show you the xml of the assets and how they are related.

If the report looks good to you and you'd like to add another matrix to your report, first, press the "Manage Report" button at the top left. You'll be presented with a new window that allows you to add this matrix to the list of reports. 

All matrices added to this list will appear in the Display Report tab. 

You have options on the display report tab to hide empty columns and rows. This will help to consolidate the report.

Video

The Metazoa Snapshot Relationship Matrix Report is a feature that allows users to visualize and analyze the relationships between two metadata types in their snapshot. It provides insights into how different metadata types are related to each other, helping users understand dependencies and associations within their Salesforce environment. This documentation will guide you through the process of using the Relationship Matrix Report effectively.

Accessing the Relationship Matrix Report

To access the Relationship Matrix Report, follow these steps:

1. Log in to your Metazoa Snapshot account.
2. Navigate to the "Reports" section.
3. Locate and select the "Relationship Matrix" option.

Generating the Relationship Matrix

1. On the Relationship Matrix Report page, you will see two lists on the screen: one on the left for reports and one on the top for custom objects.
2. Choose the metadata types you want to analyze by selecting the corresponding checkboxes. For example, you can select reports and custom objects.
   • Note: The relationship must exist from the metadata type selected in the top list to the metadata type selected in the left list. Reverse relationships are not supported.
3. After making your selections, click the "Preview" button to generate the relationship matrix.

Viewing the Relationship Matrix

The relationship matrix will be displayed on the screen. Reports are listed on the left, and custom objects are listed on the top. The matrix cells represent the relationships between the selected metadata types.

• Clicking on any field in the matrix will highlight the corresponding relationship.
• For example, if a report column relates to the account object, you can click on the cell to view this relationship.

Managing Reports

Once you have identified relationships or reports of interest, you can manage them using the following steps:

1. Select the desired reports by clicking the checkboxes next to their names.
2. Click the "Manage Reports" button.
3. In the "Display Reports" tab, you can review and modify the list of reports you want to include.
4. To add a report to the list, click the checkbox next to the report's name and then click the "Add" button.
5. Once you have added the reports you want to display, you can go back to the "Reports" section to continue exploring other relationships or reports.

Exporting and Scheduling Reports

The Relationship Matrix Report provides options for exporting and scheduling reports for regular updates.

Exporting Reports

1. To export the current Relationship Matrix Report, right-click anywhere within the matrix.
2. Select the desired export format from the context menu: CSV, PDF, or HTML.
3. The report will be saved to your local device in the chosen format.

Scheduling Reports

1. Navigate to the "Schedule Report" tab.
2. Configure the desired scheduling options, such as frequency and destination.
3. Specify whether you want to send the report to an administrator, chat, content, or any other desired destination.
4. Save the settings to enable automatic report generation and distribution based on the specified schedule.

Conclusion

The Metazoa Snapshot Relationship Matrix Report provides a powerful tool for visualizing and analyzing relationships between metadata types in your Salesforce environment. By understanding these relationships, you can better manage and maintain your organization's data. Use the provided features to explore, manage, export, and schedule reports as needed, ensuring you have the necessary insights to optimize your Salesforce implementation.