Hi Laureen,
"**For each Territory (we have 12 in total) I need to have them broke out by territory - the ones that are not working are those with subsidiary Ship-tos where it will not pick up if the ship-to is different than the mailing/billing address ship-to."
If you got the report links to work, then the correct Territory should print. The field could come from one of three places (1 - OE Sale order header, 2 - AR customer master, or 3 - AR Customer contact/ship-to), so make sure that you have inserted the correct field.
"**I also need a formula to calculate the total number of orders & invoices for each customer so we know how many picks would be put onto the truck for each. I am having trouble getting this to work as well."
Assuming that you are grouping your report by customer, you could use a Running Total field object to 'Count' the number of documents (records).
It may be that to get final solutions for your report questions, you might need to get personal support from your Adagio consultant (who can see and work with your report and data).
_________________________
Regards,
Softrak Tech Support