---
schema_version: "1"
id: de0414fdfec463ec8fe91593383f7b463cd7fd7ec11f891e0bc9b3dc19f2fc6a
title: Identify Accounts Assigned to Territories
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_report_accounts_with_without_territories.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_report_accounts_with_without_territories.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fd8335b66330aced800642a91488e6badefe243e91ed10eb6e2e0191171eb878
description: Manage account assignments to sales territories when you report on which accounts include territory assignments. See which accounts belong to which territories.
products:
  - Sales Cloud
release: "264"
---
# Identify Accounts Assigned to Territories

Manage account assignments to sales territories when you report on which accounts include territory assignments. See which accounts belong to which territories.

### 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%">
        </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="d23873e73">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <span id="tm2_report_accounts_with_without_territories__d500e681"><a name="tm2_report_accounts_with_without_territories__d500e681"><!-- --></a>To run reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <span id="tm2_report_accounts_with_without_territories__d500e687"><a name="tm2_report_accounts_with_without_territories__d500e687"><!-- --></a>Run Reports</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <span id="tm2_report_accounts_with_without_territories__d500e696"><a name="tm2_report_accounts_with_without_territories__d500e696"><!-- --></a>To schedule reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <span id="tm2_report_accounts_with_without_territories__d500e702"><a name="tm2_report_accounts_with_without_territories__d500e702"><!-- --></a>Schedule Reports</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <span id="tm2_report_accounts_with_without_territories__d500e711"><a name="tm2_report_accounts_with_without_territories__d500e711"><!-- --></a>To create, edit, and delete reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23873e73 ">
              <p>
                <span id="tm2_report_accounts_with_without_territories__d500e717"><a name="tm2_report_accounts_with_without_territories__d500e717"><!-- --></a>Create and Customize Reports</span>
              </p>
              <p>AND</p>
              <p style="margin-bottom:0;">
                <span id="tm2_report_accounts_with_without_territories__d500e725"><a name="tm2_report_accounts_with_without_territories__d500e725"><!-- --></a>Report Builder</span>
              </p>
            </td>

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

1. Make sure that you have a custom report type that links the Accounts and Territories objects. Specify that the Accounts object _must_ have related Territory records, and make all fields on these objects available for reporting.
2. Click the **Reports** tab, and then click **New Report**.
3. From the Territory Management category, select the custom report type created for this report, and then click **Continue** (Lightning Experience) or **Create** (Salesforce Classic).
4. Make sure that the Accounts field Account Name and the Territories field Label appear on the report. If they do not, add them.
5. (Optional) Filter the report results. To show data from territory models in Active state _only_, configure the filter options to show Territory Model: Label equals <name of active territory model>. From the Show Me (Lightning Experience) or Show (Salesforce Classic) field, to filter by account ownership, select My accounts, My team’s accounts, or My territory teams’ accounts. To filter by user territory assignment, select My territories’ accounts.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png)
    
    Important If you later activate a different territory model, make sure that you update the territory model name variable in this report.
6. Add any other fields you find useful for this report.
7. Save the report and run it.