How to See a Report of All Territories

Get a report of all that’s happening in your territories in seconds.

1. OPEN YOUR MAP

You can open your map by single clicking the name, double clicking anywhere on the row, or by single clicking on the row and clicking the “Open” button. If you don’t have a map created, click on the “Add New Items” button. Then select, “New Map” and give it a name.

2. CLICK ON THE ADD MENU

Once you’ve opened your map, click on the “Add” menu in the top left corner of the screen.

3. CHOOSE “FROM MAPLINE’S REPOSITORY”

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.

4. SELECT THE BOUNDARY AND FILL COLOR

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.”

5. CLICK “OK”

After clicking “OK”, your territories will appear on the map. A folder will also appear in the left sidebar that will have a menu to give you more ways to customize your territories.

6. RIGHT-CLICK ON THE TERRITORY AND CLICK “REPORT”

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.

7. CUSTOMIZE AND DOWNLOAD TERRITORY REPORT

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.

Watch a demo for more help on getting a snapshot of what’s happening in your territories.