Generate Territory Report (Territory Design)

Available with Business Analyst license.

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

LabelExplanationData Type
Input Territory Solution

The input territory solution for the report.

Group Layer; Feature Dataset; String
Level

The territory level to create the report.

String
Report Type
(Optional)

Specifies the type of report that will be generated.

  • Territory SummaryThe report contains a summary of a territory solution, such as hierarchy and statistics. This is the default.
  • Compare TerritoriesThe report compares two territory solutions.
  • Realignment The report contains a summary realignment report for the territories.
  • Realignment Detailed The report contains a full 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)

The report output format. The default value is PDF. Additional available formats: XLSX, HTML, CSV, PAGX.

String
Comparison Territory Solution
(Optional)

The territory solution for the comparison report.

Group Layer; Feature Dataset; String
Comparison Level
(Optional)

The territory level to be used for the comparison or realignment report.

String

Derived Output

LabelExplanationData Type
Output Report

The output report file.

File

arcpy.td.GenerateTerritoryReport(in_territory_solution, level, {report_type}, {report_folder}, {report_title}, {report_format}, {comparison_territory_solution}, {comparison_level})
NameExplanationData Type
in_territory_solution

The input territory solution for the report.

Group Layer; Feature Dataset; String
level

The territory level to create the report.

String
report_type
(Optional)

Specifies the type of report that will be generated.

  • TERRITORY_SUMMARYThe report contains a summary of a territory solution, such as hierarchy and statistics. This is the default.
  • COMPARE_TERRITORIESThe report compares two territory solutions.
  • REALIGNMENT The report contains a summary realignment report for the territories.
  • REALIGNMENT_DETAILED The report contains a full list of the reassigned features.
String
report_folder
(Optional)

The output location where the report will be saved.

Folder
report_title
(Optional)

The title of the report.

String
report_format
[report_format,...]
(Optional)

The report output format. The default value is PDF. Additional available formats: XLSX, HTML, CSV, PAGX.

String
comparison_territory_solution
(Optional)

The territory solution for the comparison report.

Group Layer; Feature Dataset; String
comparison_level
(Optional)

The territory level to be used for the comparison or realignment report.

String

Derived Output

NameExplanationData Type
output_report

The output report file.

File

Code sample

GenerateTerritoryReport example 1 (Python window)

The following Python window script demonstrates how to return a summary report when using the GenerateTerritoryReport function.

import arcpy
arcpy.td.GenerateTerritoryReport("TerritorySolution", "Territories[1]", "TERRITORY_SUMMARY", r"C:\MyOutput", "Territory Solution Summary", "PDF", '', '')
GenerateTerritoryReport example 2 (Python window)

The following Python window script demonstrates how to return a comparison report when using the GenerateTerritoryReport function.

import arcpy
arcpy.td.GenerateTerritoryReport("TerritorySolution", "Territories[1]", "COMPARE_TERRITORIES", r"C:\MyOutput", "Compare Territory Solutions", "PDF", "TerritorySolution2", "Territories[1]")

Environments

Licensing information

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

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