How do I get a report of the data in my territories?

6 Steps to Creating Territory Map Reports

You don’t have to guess about the locations that fall within your specific territories! You can easily generate a report by following these steps:

  1. Open a map with boundaries or shapes on it.
  2. Click anywhere inside a territory.
  3. Select the “Locations” tab to see a list of all of the pins in that area.
  4. Select the “Datasets” tab to see a summary of the datasets in the area.
  5. Select the “Measurements” tab to see information about the shape.
  6. Click the export button to download the information to Excel.

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