Reporting Subject Areas

Use this picklist to set the visibility for users who want to view real-time report records in Oracle CRM On Demand Answers. These reports provide real-time analyses of data. You can select one of the following values:

Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

Team Visibility - Allows users to view their own data, and data shared with them by their Account and Opportunity teams.

This company-wide setting applies unless users set a value for the Reporting Subject Areas setting in their Personal Detail page. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.

Historical Subject Areas

Use this picklist to set the visibility for users who want to view analytics report records in Oracle CRM On Demand Answers. These reports provide historical or trend analyses, or contain more complex calculations than those found in real-time reports. You can select one of the following values:

Manager Visibility - Allows users to view their own data, and data directly owned by their subordinates. (This is the default setting.)

Team Visibility - Allows users to view their own data, and data shared with them by the Account and Opportunity teams.

Full Visibility - This setting combines the views of Manager and Team Visibility.

This company-wide setting applies unless users set a value for the Historical Subject Areas setting in their personal details. For more information on reports, see Reports, particularly the About Visibility to Records in Reports section.

Role-Based Can Read All Records

Use this picklist if you want Oracle CRM On Demand Answers reporting to use the Can Read All Records setting on an object basis, as defined on the Record Type Access page within the Role management wizard. For example, if the Can Read All Records visibility setting is selected by your Administrator for your user role on a given object, (by clicking Admin, User Management and Access Controls, Role Management, then editing a role and clicking Record Type Access), you can view all records of that object in Oracle CRM On Demand Answers, provided the Role-Based Can Read All Records setting is enabled either through the Company Profile or your User Profile.

See About the Role-Based Can Read All Records Setting for guidance on when and how to enable the Role-Base Can Read all Records.

If you do not select Role-Based Can Read All Records, then Oracle CRM On Demand Answers reporting uses the visibility set on Reporting Subject Areas and Historical Subject Areas fields.