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It is possible for a user logged in to a Client to create a report using a Data Source belonging to either its own Organisation or that of the Primary Org.

Note: if a report is based on a source in the Primary Org, the report will still only be accessible to the users in the Client it was created, it will not be shared across Clients unless it is created at the Primary level.

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Each Client has its own set of Report Categories, and users logged into the client will only be able to publish to these, Primary Org Categories can only be used by the Primary Org reports. Users will be able to view reports in Primary Org Categories, but will not be able to save into them.

Note: if no Report Categories exist at the Client level, a user will not be able to save reports, only create AdHoc reports.

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