Customers by Territory Detail Report

The Customers by Territory Detail report lists the customers assigned to each sales territory. It also lists the customer's status, the sales rep they are assigned to and the date their customer record was created.

To see the Customers by Territory Detail report:

Go to Customers > Customer Reports > Customers by Territory > Detail.

A message appears indicating that your report is loading. The status bar in the footer of the report indicates the progress as your report loads. You can click Cancel Report next to the status bar to stop the report from loading.

Note:

This report does not support reporting by period even when the Report by Period preference is set to All Reports. You can configure the Report by Period preference. Go to Home > Set Preferences. The preference is on the Analytics subtab.

Related Topics

General Notices