Get to Know Intelligence Reports Advanced

Learning Objectives

After completing this unit, you’ll be able to:

• Describe the tools available in Intelligence Reports Advanced.
• Navigate to Intelligence Reports Advanced.

Before You Start

Before you begin, make sure you complete Intelligence Reports for Engagement. The work you do here builds on the concepts you learn in that badge. This badge focuses on Intelligence Reports Advanced, which is a premium reporting tool available only in Marketing Cloud. With Intelligence Reports Advanced you receive all of the features covered in Intelligence Reports for Engagement, plus the advanced features we cover in this badge. 

What Is Intelligence Reports Advanced?

Intelligence Reports Advanced is a premium reporting product for Marketing Cloud customers—offering advanced analytics capabilities. 

With Intelligence Reports for Engagement, you have access to highly visual, prebuilt, filterable dashboards. These dashboards provide executive-level reports on key KPIs, such as email delivery rates, open rates, and journey performance.

Intelligence Reports Advanced provides more granular data views and exports, and the ability to customize dashboards to reflect your unique business needs. It unlocks the value of cross-channel marketing data, with access to select apps, including Email to Web Conversion, Cross-Channel Marketing Insights, Audience Insights for Advertising Studio, and Marketing Insights for Sales Cloud. These apps help to better harness marketing data and fuel data-driven decisions, no matter your marketing function.

With Intelligence Reports Advanced, you can: 

• Customize prebuilt dashboards, and create custom dashboard pages from scratch. Organize your dashboards in collections, customize them with over 60 widgets, and brand your page in a matter of clicks.
• Create custom-tailored dimensions and measurements. Modify the dimensions and measurements underlying your data to solve your businesses unique needs.
• Install and use Cross-Channel Solutions. Harmonize your different data sources to quickly visualize and analyze with ready-made apps built by Marketing Cloud Intelligence—using beautiful UI and easy installation modes.
• Query your data. Create queries to pull granular information and gain insights on data that is not available directly in your dashboards.
• Connect and query data extensions. Query your engagement data with data extension data to retrieve additional attributes and measurements.

Get Started with Intelligence Reports Advanced

Intelligence Reports Advanced is a premium feature that is part of Intelligence Reports, adding advanced capabilities and features. As soon as the Advanced offering is enabled in your account, you can start utilizing the power of next-level analytics tools.

To enter Intelligence Reports, hover over the Analytics Builder tile in Marketing Cloud and select Intelligence Reports from the dropdown menu.  

Intelligence Reports Advanced is based on user roles and permissions, meaning you can only perform specific actions depending on your user role and assigned permissions.

Let’s take a look at the available permissions for each user role.

 

In this unit, you were introduced to Intelligence Reports Advanced and its capabilities. In the following units, we deep-dive into each feature to discover the ways you can enhance your analytics. First up, we create and edit dashboard pages, then create calculated dimensions and measurements to use in your dashboards, pivot tables, and reports. And finally, we explain our Cross-Channel Solutions that harmonize your different data sources into a holistic view—using simple installation processes and a beautiful UI. Let’s go!

Resources 

• Salesforce Help: Intelligence Reports Overview