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# Certificate Matrix Report

# Certificate Matrix Report

**In this article:**
* Overview
* How to generate the report
* What the report shows
* Editing, exporting and saving
* Things to keep in mind
* FAQs
* Who can do this

## Overview
The Certificate Matrix Report gives you an at-a-glance grid of who holds which Certificates. You choose the people or Teams you want to check and the Certificates you care about, and SuperPath builds a matrix with a person on each row and a Certificate in each column, showing the status of every Certificate for every person. It's the quickest way to see Certificate compliance and spot gaps or expiries across your workforce.

![](https://storage.googleapis.com/superpath-help-centre/certificate-matrix-report/01-search-criteria-panel_c5bb3e2d.png)

## How to generate the report
1. In the left-hand menu, open **Reports**.
2. On the **Reports** page, click the **Certificates Matrix** tile.
3. In the **Search Criteria** panel, search for and select the **People or Teams** you want to report on (for example, search for your All Company Team to include everyone). Tick **Include disabled users** if you want disabled accounts counted.
4. Open the **Select Certificates** picker and choose the Certificates you want in the report.
5. Click **Generate**.

## What the report shows
The matrix has one row per person, with a **Name** and **Position** column followed by one column for each Certificate you selected. Each cell shows that person's status for that Certificate:

* A green tick — **Has Certificate** (held and valid).
* A circle with a line through it — **Certificate Expired** (held but past its expiry date).
* A red cross — **Does not have Certificate**.

![](https://storage.googleapis.com/superpath-help-centre/certificate-matrix-report/02-generated-matrix-with-legend_10ce15f3.png)

Hover over a person's status icon to see the Certificate detail: who it was **Awarded by**, and the **Date Created**, **Date Awarded** and **Date Expires**.

![](https://storage.googleapis.com/superpath-help-centre/certificate-matrix-report/03-hover-tooltip-status-icon_42a065cf.png)

## Editing, exporting and saving
Once the report is generated you can:

* **Edit** — click **Edit** to reopen the **Search Criteria** panel, change the people, Teams or Certificates, and click **Generate** again to refresh the matrix.
* **Export** — click **Export** to choose which columns to include and download the matrix as a CSV (see *How to Export a Report to CSV* and *How to Choose Which Columns to Export*). The export can include Name, Position, User External ID, User Status, Email, State and Country, plus a column for each Certificate.
* **Save** — click **Save Report**, give it a name you'll recognise in the **Saved Reports** tab, and click **Save** so you can reopen it later (see *How to Save a Report*).

## Things to keep in mind
* You need to select at least one person or Team **and** at least one Certificate before **Generate** is enabled.
* Whether a Certificate counts as expired is based on its expiry date; Certificates with no expiry date stay valid.
* **Managers** and **People Managers** can only report on their own direct reports and Teams; **Owners** and **Admins** can report on anyone.

## FAQs
**How is this different from the Certificates Report?**
The Certificate Matrix is a grid comparing many people against many Certificates at once. The Certificates Report focuses on a single Certificate and lists everyone who has been awarded it, with award and expiry dates.

**Why is a Certificate showing as expired?**
The person was awarded that Certificate, but its expiry date has passed. Hover over the icon to see the exact award and expiry dates.

**Can I report on everyone at once?**
Yes — search for and select your All Company Team (Owners and Admins). Managers and People Managers will only see the people and Teams they manage.

## Who can do this
The Certificate Matrix Report is reached from the **Reports** page, which is available to **Owners**, **Admins**, **Managers** and **People Managers**. **Managers** and **People Managers** can only report on their own direct reports and Teams, while **Owners** and **Admins** can select anyone. **Content Managers**, **Instructors**, **Employees** and **Restricted** users don't have access to the Reports area. The report is only useful once Certificates have been set up for your platform.