Locations by Territory
This report serves as a reference to show which locations are assigned to territories, helping you to confirm that they are assigned correctly.
|Requirements: Any paid subscription|
The Locations by Territory report only applies to companies who assign their locations to a geographic territory, in lieu of, or in addition to the radius search. In the US, territory can be defined by a variety of geographic domains (groups of states, individual states, counties, cities, or zip codes). In Canada, territories can be defined by groups of provinces, individual provinces, or 3 character postal codes. Currently, other countries only support country level territories. The Create and Manage Territories article from our Knowledge Base covers territories in more detail, including creating international territories.
Note that the screenshots in this article are from an account that has translated the Location label to read “Distributors.” The report name is based on this label, which is configured in Settings > Setup > Labels.
Here's an example of a US territory report:
The pie chart at the top shows the “top ten” territories with the most locations assigned. Statistics for each territory in the pie chart can be viewed by hovering over the chart.
The table below shows all territories, each of which can be drilled down to the locations assigned. In the example below, the Automotive territory has 3 locations:
The table can be sorted and filtered by any column, and columns to be displayed can be configured using the column chooser.
Date can be exported in a variety of formats.
Multiple views can be saved and retrieved later to view saved settings.
There are many tools that are common to many of our reports, and are covered in more detail separately in the Report Tools Knowledge Base article.