---
schema_version: "1"
id: b58f683fa4f70a5d793e0e2ecd5539397199584e6642c327d7cb0eab26df3715
title: Track Historical User Assignments in Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_assign_user_management_assignment_history_tracking.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_assign_user_management_assignment_history_tracking.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 73add704210d5c3c7859f3adf80425dffa4fbd74b2226b40741792b9c3c07912
description: Determine compensation for reps based on user assignment start and end dates within territories by using a custom report type that you set up. This historical data gives sales managers more insight to accurately conduct sales planning, compensate reps fairly, and review performance analysis.
products:
  - Sales Cloud
release: "264"
---
# Track Historical User Assignments in Territories

Determine compensation for reps based on user assignment start and end dates within territories by using a custom report type that you set up. This historical data gives sales managers more insight to accurately conduct sales planning, compensate reps fairly, and review performance analysis.

### 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: Salesforce Classic for some features and Lightning Experience for all features</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Sales</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%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d44226e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d44226e72 ">To assign territory roles to users:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d44226e72 ">
              <p>View Setup and Configuration</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Manage Territories</p>
            </td>

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

1. In Territory Settings, select the option that starts the process for recording assignment activity in your active model.
    
    ![Option to record user assignments within territories](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_territories/etm_history_record.png)
2. Create a custom report type using the primary object Territory Models. Add object relationships for Territories and User Territory Association Logs.
    
    ![Custom report type that includes the primary object Territory Models and object relationships for Territories and User Territory Association Logs](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_territories/etm_history_report.png)
    
    Using the custom report type, sales managers can run a report that includes columns such as Territory Label, Full Name, Start Date, and End Date.

#### See Also

- [Create a Custom Report Type](https://help.salesforce.com/s/articleView?id=xcloud.reports_defining_report_types.htm&type=5&language=en_US)