Skip to main content
Free Agentforce workshops and AI Certifications: Learn more. Terms and conditions apply.

Get to Know Intelligence Reports for Engagement

Learning Objectives

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

  • Describe Intelligence Reports.
  • Explain when to use Intelligence Reports.
  • Recognize the difference between measurements and dimensions.

What Is Intelligence Reports

Intelligence Reports is powered by Marketing Cloud Intelligence, a leading marketing intelligence platform that allows you to connect all of your data—uncovering deep marketing insights and campaign performance. Intelligence Reports is a new way to generate, view, and share a detailed analysis of your email, push and journey campaign-level data. You can optimize performance and increase engagement with your customers using the tools available in Intelligence Reports.

  • Dashboards: Easily analyze your data and make informed, data-driven decisions with prebuilt dashboards that visualize email, push and journey campaign-level data up to the business unit. 
  • Pivot tables: Explore your data and create custom reports that organize, summarize, and slice your data so that you can view comparisons, trends, and patterns.
  • Scheduled reports: Retrieve, view, and share a detailed analysis of your data. You can easily schedule and share reports via Excel, CSV, and text, as well as visual formats like PowerPoint, PDF, and PNG.

Get Started with Intelligence Reports

You can access Intelligence Reports by hovering over the Analytics Builder tile in Marketing Cloud and selecting Intelligence Reports from the dropdown menu.  

Marketing Cloud home page with Analytics Builder menu expanded to show Datorama Reports being selected

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

This table explains each permission and the available actions you can perform per permission:

ACTION/PERMISSION

ACCESS/ VIEW & EXPORT

SCHEDULE

CREATE & EDIT

View and Export Dashboards

Allow

Allow

Allow

Create and Export Pivot Tables

Allow

Allow

Allow

Save, Edit and Delete Pivot Tables

Deny

Deny

Allow

Schedule Reports

Deny

Allow

Allow

This table displays how each permission affects the different Marketing Cloud User Roles:

MC ROLE / PERMISSION

ACCESS/ VIEW & EXPORT

SCHEDULE

CREATE & EDIT

Admin or Marketing Cloud Administrator

Allow

Allow

Allow

Analyst or Marketing Cloud Channel Manager or Marketing Cloud Content Editor

Allow

Allow

Allow

Marketing Cloud Viewer

Allow

Allow

Deny

What Data Can I See?

Intelligence Reports displays email, push and journey campaign-level data. (It doesn’t display subscriber-level or event-level data.) The data you see is daily aggregated metrics. For example, the number of sends and open rate per day, during the last 30 days, for a specific campaign.

There are two types of data elements available: dimensions and measurements. 

  • Dimensions: Qualitative, non-numerical data (data you can’t count) like, campaign name, campaign ID, and so on.
  • Measurements: Quantitative, numerical data (data you can count) like, number of clicks, emails opened, and so on.

Now that you’ve familiarized yourself with Intelligence Reports, let’s head to the next unit to learn more about dashboards.

Did You know?

An upgrade, premium version of Intelligence Reports is also available. Intelligence Reports Advanced, provides additional features in addition to the capabilities of Intelligence Reports. 

Resources

在 Salesforce 帮助中分享 Trailhead 反馈

我们很想听听您使用 Trailhead 的经验——您现在可以随时从 Salesforce 帮助网站访问新的反馈表单。

了解更多 继续分享反馈