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          Identify Users Not Assigned to Territories

          Identify Users Not Assigned to Territories

          Manage user assignments to sales territories by reporting on users not assigned to territories.

          Required Editions

          Available in: Salesforce Classic for some features and Lightning Experience for all features
          Available in: Performance and Developer 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

          1. Make sure that you have a custom report type that links the Users and Territories objects. Specify that the Users object may or may not have related Territories records, and make all fields on these objects available for reporting.
          2. Click the Reports tab, and then click New Report.
          3. From the Territory Management category, select the custom report type created for this report, and then click Continue (Lightning Experience) or Create (Salesforce Classic).
          4. Make sure that the Users field Full Name and the Territories field Label appear on the report. If they do not, add them.
          5. Configure a cross filter to show Users without Territories.
          6. To show data from territory models in Active state only, configure the filter options to show Territory Model: Label equals <name of active territory model>.
            Important
            Important If you later activate a different territory model, make sure that you update the territory model name variable in this report.
          7. Add any other fields you find useful for this report.
          8. Save the report and run it.
           
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