Once the “Add” menu is opened, click or hover over the “Territories” option. Then select the “From Mapline’s Repository” option to open the lightbox.
Choose which boundary type you want to overlay on the map with the dropdown menu. Use the search bar to quickly find the territory you’re looking for. Once you’ve selected the boundary type, select a fill color. The options are “Random Colors”, “Uniform Color”, “Dynamic Heat Map Colors”, and “Custom Colors from Spreadsheet.”
To generate a territory report, right-click anywhere inside the shown territory that is not obscured by pins. Then click “Report” to open the territory report. This can also be done by left-clicking on the territory, then clicking the report icon at the bottom of the lightbox that opens.
Once the report is open, you will see a list of all of the locations from a particular dataset that are within the selected territory. If there are locations from multiple datasets within the territory, you can change which dataset of pins you want a report of by clicking the drop-down menu in the top left corner of the map. You also have the option of searching records, downloading the report, and saving the report as a dataset to the dataset library.