1. Make sure that you have a custom report type that links the Accounts and Territories objects. Specify that the Accounts object must have related Territory records, and make all fields on these objects available for reporting.
2. Click the Reports tab, and then click NewReport.
3. From the Territory Management category, select the custom report type created for this report, and then click Continue (Lightning Experience) orCreate (Salesforce Classic).
4. Make sure that the Accounts field Account Name and the Territories field Label appear on the report. If they do not, add them.
5. (Optional) Filter the report results. To show data from territory models inActive state only, configure the filter options to show Territory Model: Label equals . From the Show Me (Lightning Experience) or Show (Salesforce Classic) field, to filter by account ownership, select Myaccounts, My team’s accounts, or Myterritory teams’ accounts. To filter by user territory assignment, selectMy territories’ accounts.Important If you later activate a different territory model, make sure thatyou update the territory model name variable in this report.
6. Add any other fields you find useful for this report.
7. Save the report and run it.