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Scenario for Report Template Visibility Across Organizations

This topic gives one example of how report template visibility across organizations might be used. You might use template visibility differently, depending on your business model.

A sales representative and his manager have visibility to the same Siebel view. However, the reports they can see differ depending on their organization settings. Let us consider that the user is the Holland organization, and his manager is in the Benelux organization. Benelux is the parent organization of both the Holland and Belgium organizations.

When accessing the reports menu:

• Both the sales representative and his manager can see any report that is defined in the Standard Templates view and that is associated to the view.
• The sales representative sees:
  • Custom templates he has created in the My Templates View. These templates have only a default organization.
  • Custom templates that are explicitly associated to the Holland organization, given his current active position organization is Holland.
• The manager sees:
  • Custom templates he has created in the My Template View or templates his subordinates have created that appear in the My Teams view. These templates have only a default organization.
  • Custom templates that are explicitly associated to the Benelux organization, given his current active position organization is Benelux.
  • Custom templates created by both Holland and Belgium organizations because the manager can see report templates created by his subordinates regardless of whether the subordinate is in a different organization.