Summary

To create a matrix report showing termination counts by location and calendar quarter, with voluntary versus involuntary breakouts, use a matrix report. Set "Location" as the row grouping. For columns, use "Termination Category" to display "Voluntary" and "Involuntary" breakouts. To achieve cleaner column headers, you can create a lookup related value calculated field to get the Reason Category from the Termination Category object, or use an Evaluate Expression calculated field to define "Voluntary" and "Involuntary" based on the termination type. For the data source, use "Business Process Transactions (Indexed)" and filter by the Termination business process for optimal performance. Define summarization fields to capture termination counts and use a time-based grouping for columns to group by Calendar Quarter.

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1. Create Matrix Report for Terminations by Location and Calendar Quarter with Voluntary/Involuntary Breakdowns
   1,
   2.2,
   3.1
   • Use a matrix report.
     1
   • Set "Location" as the row grouping.
     1
   • Use "Termination Category" for columns to show "Voluntary" and "Involuntary" breakouts.
     1
     • To display column headers as "Voluntary" and "Involuntary" instead of "Terminate Employee > Voluntary" and "Terminate Employee > Involuntary", create a lookup related value calculated field for the Employee/Worker business object to get the Reason Category from the Termination Category object.
       1.2
     • Alternatively, create an Evaluate Expression calculated field with conditions: IF Terminate Employee > Voluntary Then "Voluntary" and IF Terminate Employee > Involuntary Then "Involuntary", then use this calculated field in the matrix report instead of the Termination Category.
       1.4
   • For the data source, consider "Business Process Transactions (Indexed)" and filter on the Termination business process for better performance, as "Terminations" is not an indexed data source.
     2.4
   • To capture termination counts, define summarization fields.
     4.1
   • To group by Calendar Quarter, use a time-based grouping for columns.
     4.1