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            Report on the Accounts and Opportunities in Your Territories

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            Report on the Accounts and Opportunities in Your Territories

            Create and run reports that show you which accounts and opportunities are assigned to the territories you cover.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: Developer and Performance Editions and in Enterprise and Unlimited Editions with Sales
            User Permissions Needed
            To run reports: Run Reports
            To schedule reports: Schedule Reports
            To create, edit, and delete reports:

            Create and Customize Reports

            AND

            Report Builder

            The My Territories filter shows accounts and opportunities that belong to the territories you’re assigned to. The My Territory Team’s filter shows accounts and opportunities for territories you’re assigned to and their descendant territories.

            1. On the Reports tab, click New Report.
            2. Choose an account or opportunity report type, and then click Continue (Lightning Experience) or Create (Salesforce Classic).
            3. In the Show Me (Lightning Experience) or Show (Salesforce Classic) field, select a filter criterion that begins with My territories’ or My territory team’s. You can also select these filter criteria when you run account and opportunity reports.
            4. Finish creating your report, and then save your changes.
             
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