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Running reports by territories/sub-territories

Proposed Running reports by territories/sub-territories

  • Tuesday, July 17, 2012 10:11 AM
     
     
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    Hi,

    I am new to CRM and learning its capabilities and features. I want to get reports that are for specific territories: I have, let's say, Russia, UK and USA and I want to look at sales pipeline in total for Russia only. I have a report for Russia, but I want to see a total sum for Russia, not separate values for each opportunities. How could I do it in "out of box" tool?

    Also, each territory has sub-territories, how could I run reports automatically for sub-territories? For example, I have England, Scotland and Wales for UK, how can I run a report for England only? I see there is a field Region"

    Thank you.

     

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  • Tuesday, July 17, 2012 12:41 PM
     
     
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    You have to create a ssrs reports to achieve this.  or you can create a queries using charts that can also give you some aggregate functions.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

     
  • Thursday, July 19, 2012 1:49 PM
     
     
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    Sorry, I do not know what SSRS means - I am not IT trained. Could you tell me how could I do it, please? 

    Thank you very much

     
  • Monday, July 23, 2012 3:11 AM
     
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    Hi Emil,

    You can use the Report Wizard to create such a report in CRM. You can create a group to summarize the reports by Sub Territory and further group these to see the over all sales.

    Using Report Wizard should be straight forward and intuitive and does not require you to understand SSRS.

    Regards,

    Rahul Agarwal

     
  • Monday, July 23, 2012 4:17 PM
     
     
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    Rahul,

    Does it mean creating non-manageable Sub Territory field?

    Regards

     
  • Tuesday, July 24, 2012 5:35 PM
     
     
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    Emil,

    I am assuming you have already created Sub - Territory field or any such category on which you want to further divide your data.

    Regards,

    Rahul Agarwal