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            Identify Territories Without Assigned Accounts

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            Identify Territories Without Assigned Accounts

            Manage account assignments to sales territories by reporting on which territory models’ territories don’t include assigned accounts.

            Required Editions

            Available in: Salesforce Classic

            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

            1. If you’re using Lightning Experience, click New Report (Salesforce Classic), or switch to Salesforce Classic.
            2. Make sure that you have a custom report type that links the Territory Models, Territories, and Territory-Assigned Records objects. Specify that the Territories object may or may not have related Territory-Assigned records, and make all fields on these objects available for reporting.
            3. Click the Reports tab, and then click New Report.
            4. From the Territory Management category, select the custom report type created for this report.
            5. Click Create.
            6. Make sure that the Territory fields Label and Territory Model: Label appear on the report. If they do not, add them.
            7. From the Filters dropdown list, select Cross Filter. Configure the filter options to show Territories without Territory-Assigned Records, and then click OK. Configure the filter options to show Object equals Account.
            8. To show data from territory models in Active state only, from the Filters dropdown list, select Field Filter. Configure the filter options to show State equals Active, and then click OK.
            9. Add any other fields you find useful for this report.
            10. Save the report and run it.
             
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