OOTB Express Report Type on Territory Hierarchy — Cloud Customer Connect
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OOTB Express Report Type on Territory Hierarchy

edited Jun 13, 2025 5:21PM in Sales 1 comment

Summary:

Users want to create Express Report on Opportunity along with Territory and its Hierarchy.

SA like <Sales - CRM Opportunity Territory> is apt for this requirement but its unavailable as a OOTB report type.

So we tried creating a CSA with Opportunity (primary) and Opportunity Revenue Territory (child) but it did not work either.

Q1: Any idea how to achieve this

Q2: When can we expect additional OOTB report types in Express Reports.

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