---
schema_version: "1"
id: 6ab4fd9707e3c61351dfb9dc0a2e815bd102f7baa937da3ce98f1d779b90b716
title: Use Reports to Track and Maintain Opportunity Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/salesteam_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.salesteam_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8124251a0f6435c8197e6bb335145b6eecc1327feeb1506809c40efda02b0f68
description: Track opportunity team progress by creating reports and using filters. Update team member information by exporting report data and using Data Loader.
products:
  - Sales Cloud
release: "264"
---
# Use Reports to Track and Maintain Opportunity Teams

Track opportunity team progress by creating reports and using filters. Update team member information by exporting report data and using Data Loader.

### 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="d15291e75">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15291e75 ">To create, edit, and delete reports in private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15291e75 ">Create and Customize Reports</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15291e75 ">To create, edit, and delete reports in public and private folders:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15291e75 ">
              <p>Report Builder</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Report Builder (Lightning Experience)</p>
            </td>

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

1. Create a report of type Opportunities with Opportunity Teams.
2. The report preview includes the Opportunity Owner field. To use the report to view or update information on other team members, add the UserId field.
    
    The report includes all users with a UserId value on the Opportunity Team Member object. Each user has a UserId value for each team.
3. Save and run the report.
4. Filter the report.
    1. To track your teams’ progress, filter the report by the opportunity teams that you’re a member of.
    2. To update information for a team member across opportunity teams, use a filter and Data Loader. For example, let’s say that Jessica Adams left your company, so you want to remove her from all opportunity teams. Filter the report by Jessica Adams, and find all the UserId values for the teams she’s a member of. Export the report data and update it as needed, and then configure Data Loader to update records with those UserId values.

#### See Also

- [Set Up Audit History for Splits and Opportunity Teams](https://help.salesforce.com/s/articleView?id=sales.teamselling_set_up_audit_history.htm&release=264.0.0&type=5 "Help your sales teams track changes to opportunity splits, opportunity product splits, and opportunity teams by enabling Audit History.")