1. Make sure you’re familiar with custom report types and the general steps for creating and maintaining them.
2. Create custom report types relating these objects and configuring them as necessary. Make all fields available for reporting. Add each report to the Territory Management report type category. Provide a clear name and description for each report type so users who create reports can understand which one to use for their needs.Report (Topics for selected reports are linked)A ​(Primary Object)BCAccounts assigned to territoriesAccountsTerritoriesSelect “A” records must have related“B” records.–Accounts not assigned to territoriesAccountsTerritoriesSelect “A” records may or may not haverelated “B” records.–Territories with assigned accountsTerritory Models TerritoriesTerritory-Assigned RecordsSelect “B” records must haverelated “C” records. Territories without assigned accountsTerritory Models TerritoriesTerritory-Assigned RecordsSelect “B” records may or maynot have related “C” records.Users assigned to territoriesUsersTerritoriesSelect “A” records must have related“B” records.–Users not assigned to territoriesUsersTerritoriesSelect “A” records may or may not haverelated “B” records.–Territories with assigned usersTerritory ModelsTerritoriesUsersSelect “B” records must have related“C” records.Territories without assigned usersTerritory ModelsTerritoriesUsersSelect “B” records may or may not have related“C” records.Summarizable account information by territory AccountsTerritoriesSelect Each “A” record must have at least onerelated “B” record.–
3. Deploy the report types you want to make available to users.
4. Let users know that they can create reports using these custom report types.