Separate Report Folders for Asia Pacific and Japanese Sales Teams | Retaining Visibility for VP of Sales

Recommendation for Meeting the Requirement

Question

The Asia Pacific and Japanese sales teams from Cloud Kicks have requested separate report folders for each region. The VP of sales needs access to both report folders in one place to find reports for all of the regions, and wants to retain visibility of the reports in each folder.

What should the consultant recommend to meet the requirement?

Answers

Explanations

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A. B. C. D.

D

To meet the requirement of providing separate report folders for each region while retaining visibility of the reports in each folder, the consultant should recommend option C: Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders.

Here's a detailed explanation of why option C is the correct recommendation:

  1. Option A: Create all new regional folders and move the reports to those folders with subscribe access.

    • This option suggests creating separate regional folders, which is aligned with the requirement. However, granting "subscribe access" to these folders would allow users to subscribe to reports but might not provide the VP of sales with direct access to view the reports in one place. Therefore, this option does not fully address the requirement.
  2. Option B: Create all new regional folders and move the reports to those folders with viewer access.

    • Similar to option A, this option recommends creating separate regional folders. However, granting "viewer access" to these folders would only allow users to view the reports without providing a consolidated view for the VP of sales. Therefore, this option also does not fully address the requirement.
  3. Option C: Create grouped folders, keeping the top region folder sharing settings and limiting the sharing settings for the grouped folders.

    • This option suggests creating grouped folders, which allows for organization and segregation of reports based on regions. By keeping the top region folder sharing settings, the VP of sales can have access to all reports in one place. Additionally, by limiting the sharing settings for the grouped folders, the reports within each regional folder can remain visible only to their respective sales teams. This approach provides both separate report folders for each region and centralized visibility for the VP of sales, meeting the requirement effectively.
  4. Option D: Create subfolders and give access to the root folder, keeping the top region folder sharing settings.

    • This option proposes using subfolders within a root folder. While it provides some organization, it does not offer clear separation between regions like grouped folders do. Moreover, granting access only to the root folder without specifying access to the subfolders might limit visibility for the sales teams within each region. Hence, this option does not fully meet the requirement.

In summary, option C is the recommended choice as it provides separate report folders for each region, retains visibility of reports within each folder, and allows the VP of sales to access all reports in one place.