You can query for territory activity to review the people in a territory, where they are located, where they attend school, and the status of their first application. This kind of query can help counselors prioritize follow-up, compare activity across geographic markets, and prepare territory-level pipeline reports.
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Copy this Suitcase ID and paste it in Database → Suitcase Import to import a pre-made example query:
271ced23-da3d-47af-a01d-a457f6dc529b:slate-admissions-showcase💡 Tip
Find this query and other importable examples in the Admissions Showcase environment.
Reviewing territory activity
This query starts from the Person base and adds related address, school, and application information. The result is one row per person, with columns that help you review a territory list without opening each record.
The example includes exports for reference ID, name, person status, email, primary address city and state, school name, geomarket, prospective major, entry term, application major, and application status. Your database might use different field labels or territory structures, so choose equivalent local fields when you rebuild the query.
Building the query
Creating the query
Go to Queries / Reports.
Select New Query.
Configure the following settings:
Name: Territory activity
Folder: Select the folder where the query should be saved.
Type: Configurable Joins
Base: Person
Select Save.
Adding joins
Add joins to bring the person's primary address, first application, and first school into the query. These joins make territory, school, and application columns available for exports and optional filters.
Select Join.
Create a join to Address by Rank Overall.
Name the join Address by Rank Overall.
Set Rank to 1.
Select Save.
Select Join.
Create a join to Application by Rank.
Name the join Application 1.
Set Rank to 1.
Select Save.
Select Join.
Create a join to School by Rank Overall.
Name the join School 1.
Set Rank to 1.
Select Save.
Adding optional filters
The example query includes inactive filters that can be activated when you want to narrow the territory view. Leave these filters inactive if you want a broad review list, or activate the filters that match your reporting goal.
Staff Assigned
Select Filter.
Under Person, select Staff Assigned.
Select Continue.
Set the filter to
IN.From the list, select Current User.
Set Status to Inactive if this filter should remain optional.
Select Save.
Person status
Select Filter.
Under Person, select Status.
Select Continue.
Set the filter to
IN.Select the person statuses that should appear in the query results.
Set Status to Inactive if this filter should remain optional.
Select Save.
Geomarket
Select Filter.
Under Address by Rank Overall, select Geomarket.
Select Continue.
Set the filter to
IN.Select the geomarkets that should appear in the query results.
Set Status to Inactive if this filter should remain optional.
Select Save.
Adding exports
Add exports that help reviewers identify the person, understand where the person is located, and see the person's application context. The exact labels in your database might differ.
Person exports: Reference ID, First, Last, Status, Email, Prospective Major, and Entry Term.
Address by Rank Overall exports: City, Region or State, and Geomarket.
School 1 exports: Name.
Application 1 exports: Application Major and Status.
After adding the joins, filters, and exports, select Preview Results to confirm that each person appears with the expected territory, school, and application details.