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Sep 24, 2019 at 09:00 PM

Territory Start/End Date Extraction

74 Views Last edit Oct 23, 2019 at 12:24 AM 2 rev


On Territory Team page we have Start/End date which indicates when the team member was assigned to that territory (employee could be active from before this date) and when the employee assignment was end dated for that territory node.

This Start/End date is not available as a data source field to be reported on in TERRITORY TEAM data source. Even when we join EMPLOYEE MASTER and TERRITORY TEAM data sources the dates from EMPLOYEE MASTER are for employee himself/herself and not specific to that territory assignment. We need to get Employee's assignment to Territory and that assignment's Start/End date in the data source to be able to report on those dates.

Please suggest how to achieve this.

Thank you.


Somil Joshi