My company has 3 Regional Sales Managers (RSM) each with 8 direct sales people. Rather than have them see corporate-wide reports with information for all 24 reps, we want each RSM to see the information relevant for their region/reps only.
Is there an easy way to do this short of creating report folders for each RSM, replicating reports, then using criteria to filter the appropriate reps? I thought the Role function could accommodate this, but can't seem to determine how.
Thank you!
John Galich