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Generate Territory Report (Territory Design Tools)

Summary

Creates a summary report of a territory solution or a comparison report of two solutions.

Usage

  • The Territory Solution should contain at least one level variable.

  • A report can be created for an individual level or all levels.

Parameters

Label Explanation Data type

Input Territory Solution

The input territory solution for the report.

Group Layer; Feature Dataset; String

Level

Specifies the territory level that will be used to create the report.

  • All Levels—All territory levels will appear in the report.

String

Report Type

(Optional)

Specifies the type of report that will be generated.

  • Territory Summary—The report will contain a summary of a territory solution, such as hierarchy and statistics. This is the default.

  • Compare Territories—The report will compare two territory solutions.

  • Realignment—The report will contain a summary realignment report for the territories.

  • Realignment Detailed—The report will contain a list of the reassigned features.

String

Output Report Folder

(Optional)

The output location where the report will be saved.

Folder

Report Title

(Optional)

The title of the report.

String

Report Output Formats

(Optional)

Specifies the format of the output report.

  • PDF—The report will be in PDF format. This is the default.

  • XLSX—The report will be in XLSX format.

  • HTML—The report will be in HTML format.

  • ZIP—The report will be in ZIP format.

  • CSV—The report will be in CSV format.

String

Comparison Territory Solution

(Optional)

The territory solution for the comparison report.

Group Layer; Feature Dataset; String

Comparison Level

(Optional)

Specifies the territory level that will be used for the comparison or realignment report.

  • All Levels—All territory levels will be used for the comparison or realignment report.

String

Derived output

Label Explanation Data type

Output Report

The output report file.

File

Environments

Current Workspace

Licensing information

  • Basic: Requires Business Analyst
  • Standard: Requires Business Analyst
  • Advanced: Requires Business Analyst