Report on Territories Without Assigned Accounts
- If you’re using Lightning Experience, click New Report (SalesforceClassic), or switch to Salesforce Classic.
- Make sure that you have a custom report type that links the Territory Models, Territories, and Territory-Assigned Records objects. Specify that the Territories object may or maynot have related Territory-Assigned records, and make all fields on these objects available for reporting.
- Click the Reports tab, and then click NewReport.
- From the Territory Management category, select the custom report type created for this report.
- Click Create.
- Make sure that the Territory Models field Label and the Territories field Label appear on the report. If they do not, add them.
- From the Filters dropdown list, select CrossFilter. Configure the filter options to show Territories withoutTerritory-Assigned Records, and then click OK. Configure the filter options to show Object equals Account.
- To show data from territory models in Active state only, from the Filters dropdown list, select FieldFilter. Configure the filter options to show State equalsActive, and then click OK.
- Add any other fields you find useful for this report.
- Save the report and run it.