[eleran]

I would like to make a report that shows sales by territory for a given period. However nowhere in report builder or saved searches have I been able to form a search around territory. It doesn’t seem to be an option.

Any help?
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[ana_zablan]

You may use of the standard Reports under Reports > Sales > Sales by Customer > Customize Summary.

– Under Edit columns.

– Expand Customer/Job folder.

– Expand Sales Territory subfolder.

– Click on Territory.

– Move it far on the Left.

– You may remove the Customers column or you may keep it.

– Make sure that Amount column is Grouped with previous.

– Rename.

– Save and Run.

I hope this helps.

[eleran]

RE: Sales by Territory Report

Thank you. I could not find that sales territory subfolder. I probably overlooked it.

[Author]

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