How Siebel Uses Report Templates With Organizations

The user can view reports that are specific to an organization, where the Active Position Organization equals the organization or organizations that you define for a custom report template. A user who can view more than one organization can change the Primary Active Position Organization field during a session.

For example, assume a sales representative and this representative’s manager can view the same view, but the reports that these users can run vary depending on how Siebel CRM controls access to the reports. Assume the representative resides in the Holland organization, the manager resides in the Benelux organization, and that Benelux is the parent organization of the Holland and Belgium organizations. When accessing the Run Report pane:

• The sales representative and the manager can view any report that is defined in the report template views and that is associated with the view.

• The sales representative can view custom templates that:

  • The representative created in the My Templates view. These templates include only a default organization.

  • Are explicitly associated with the Holland organization, assuming the position is associated with the Holland organization.

• The manager can view custom templates that:

  • The manager created in the My Template View or templates his subordinates created that appear in the My Teams view. These templates include only a default organization.

  • Are explicitly associated to the Benelux organization, given his current active position organization is Benelux.

  • A user created, where this user is associated with the Holland or Belgium organizations. The manager can view any report template that a subordinate creates when associated with any organization.