Orange question mark icon that reads Quick Reference Guide
MAPS:
FOLDER REPORT
MAPS:
FOLDER REPORT

Get a full report on all the data contained in your territory Layer Folder. This makes it quicker than ever to access the data behind your map visualizations.

Folder Reports work best when you have both pins and territories or shapes applied to your map. This is because your territory or shape needs to contain data in order to generate a report.

If your folder contains multiple territories or shapes, the Folder Report displays a summary of each territory in your Layer Folder.

BY TERRITORY

Here, your data is automatically sorted by territory, so you can see a complete breakdown of information for each territory in this Layer Folder.

Toggle the Count and Sum check boxes to see pin counts by territory, or sum of sales by area.

Or, calculate an Average, Maximum, or Minimum of all the numerical columns in your dataset. For example, calculate an average delivery time within each territory, or the average fulfillment windows for each of your distribution centers.

To add more advanced calculations, including formulas, demographic data, or information contained in another dataset, click the blue Dynamic Data button in the bottom-right corner of your screen.

Do you have locations in your dataset that are hidden on the map? Toggle the Include Hidden Locations to include these in your Folder Report.

Download the entire report as a spreadsheet by clicking the blue Download button in the bottom-right corner of the screen.

Screenshot of the Folder Report window under the 'By Territory' Tab

BY LOCATION

Here, all of your data is sorted by location. This is useful if you want to see data for each individual pin in your territor(ies).

Click the drop-down menu to toggle between datasets, or click the blue Download button in the bottom-right corner of the screen to download this report as a spreadsheet.

Screenshot of the Folder Report window under the 'By Location' Tab