When viewing reports in C360 there is this amazing checkbox “Show data from all children”, which aggregates the report to include not only the data from the account itself, but also from all children accounts below it.

It would be very beneficial to have this feature when configuring reports in a Success Snapshot. In our case, there are a lot of times when users would like to bring their snapshots to an important QBR where relevant information may be not only on the entity itself, but also its children.

If we had such a checkbox we could make two templates - one with it unchecked on all reports, and one with it checked. Users could then choose what kind of data scope do they want. Alternatively, maybe this checkbox could be on the export popup itself, instead of the config.

If there’s an argument to be made for data sensitivity between different accounts I would say it could honor Data Permissions that are already set.