---
schema_version: "1"
id: 2c683bdfeab284bcfa82ccc8f9de9600153bd1103100e04a2d5c9ae1b78da040
title: Use Reports to Maintain Account Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/account_team_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.account_team_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec129ece850ac809e03770b1c8cba84240ed442690a0ac57aa91fab9486b54da
description: Keep team information current using the ID field on Account Team Member in reports. For example, run a report to identify all the account teams that a user is a member of. Then use the IDs and Data Loader to remove the team member from all account teams.
products:
  - Sales Cloud
release: "264"
---
# Use Reports to Maintain Account Teams

Keep team information current using the ID field on Account Team Member in reports. For example, run a report to identify all the account teams that a user is a member of. Then use the IDs and Data Loader to remove the team member from all account teams.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: in <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d64804e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64804e73 ">To create, edit, and delete reports in private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64804e73 ">Create and Customize Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d64804e73 ">To create, edit, and delete reports in public and private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d64804e73 ">Report Builder OR Report Builder (Lightning Experience)</td>

          </tr>
        </tbody>
      </table>

Let’s say that the user Jessica Adams left your company, so you want to remove her from the account teams she’s a member of.

1. Create a report of type Account with Account Teams. The report preview includes the Account Owner field.
2. Add the UserId field to the report preview.
3. Save and run the report. Find all the UserId values for the user you want to remove from teams.
    
    The report includes all users with a UserId value on the Account Team Member object. Each user has a UserId value for each team.
4. Export the report data. Configure Data Loader to update records on the basis of the UserId values you identified.