How to see a report of all my territories?

7 Steps to See a Summary of all your Territories

You don’t have to guess about which locations fall within each specific territory! You can easily generate a report by following these steps:

1. Open a map with boundaries or shapes on it.
2. Click the drop down menu next to your shape group.
3. Select “Boundary Report.”
4. Select the “By Territory” tab to see a summary of all of the territories.
5. Check any of the boxes that apply to how you want to see your quantitative data, i.e. “Count”, “Sum”, “Avg”, “Max”, or “Min.”
6. Select the “By Locations” tab to see your data with a column that shows which territory that location is in.
7. Click “Download” to download the information to Excel.