---
schema_version: "1"
id: 9061a8da66270200e191cd167cabc46ecfde6f3f018d5d01669b3102bfeeb506
title: Report on Summarizable Account Fields by Territory
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/tm2_report_numeric_account_fields_by_territory.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.tm2_report_numeric_account_fields_by_territory.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ece3ad6e525e5757963acc5b82e34c1bc8bfa6d34cd3ffcaa629613d09768f5b
description: Gauge territory size by reporting on summarizable account data, such as annual revenue or number of employees.
products:
  - Sales Cloud
release: "264"
---
# Report on Summarizable Account Fields by Territory

Gauge territory size by reporting on summarizable account data, such as annual revenue or number of employees.

### 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%">
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          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d31794e73">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <span id="tm2_report_numeric_account_fields_by_territory__d558e681"><a name="tm2_report_numeric_account_fields_by_territory__d558e681"><!-- --></a>To run reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <span id="tm2_report_numeric_account_fields_by_territory__d558e687"><a name="tm2_report_numeric_account_fields_by_territory__d558e687"><!-- --></a>Run Reports</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <span id="tm2_report_numeric_account_fields_by_territory__d558e696"><a name="tm2_report_numeric_account_fields_by_territory__d558e696"><!-- --></a>To schedule reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <span id="tm2_report_numeric_account_fields_by_territory__d558e702"><a name="tm2_report_numeric_account_fields_by_territory__d558e702"><!-- --></a>Schedule Reports</span>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <span id="tm2_report_numeric_account_fields_by_territory__d558e711"><a name="tm2_report_numeric_account_fields_by_territory__d558e711"><!-- --></a>To create, edit, and delete reports:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d31794e73 ">
              <p>
                <span id="tm2_report_numeric_account_fields_by_territory__d558e717"><a name="tm2_report_numeric_account_fields_by_territory__d558e717"><!-- --></a>Create and Customize Reports</span>
              </p>
              <p>AND</p>
              <p style="margin-bottom:0;">
                <span id="tm2_report_numeric_account_fields_by_territory__d558e725"><a name="tm2_report_numeric_account_fields_by_territory__d558e725"><!-- --></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_ at least one Territory object record, 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. If you’re using Salesforce Classic, select Matrix Format for the report.
5. Create a row grouping by using the Label field from the Territories field list.
6. Create a row grouping by using the Account Name field from the Accounts field list.
7. From the Accounts field list, add summarizable fields, such as Annual Revenue and Employees, to show those totals, and then summarize by Sum.
8. (Optional) Filter the report results. 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.
9. Add any other fields you find useful for this report.
10. Run the report and make sure it shows the data and the arrangement that you want.
11. Save the report.