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            Set Up Analytics Reports and Dashboards

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            Set Up Analytics Reports and Dashboards

            Marketing analytics packages include preconfigured dashboards and folders with reporting data about your marketing efforts.

            Required Editions

            Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition

            Before you install the analytics packages, confirm that the Unified Experience for Analytics Home is turned on in your org. This setting controls access to the Analytics tab, where the installed dashboards, reports, and folders appear. From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select it. Confirm that Enable the Unified Experience for Analytics Home is selected. See Enable the Unified Experience for Analytics Home.

            This table lists the main analytics packages that you install to access reporting tools. The Setup label is used on marketing setup pages, and the package names appear on the installation and data stream deployment pages.

            To install the Marketing Analytics package, you need at least two available dynamic dashboard licenses. If you've reached the limit, reduce the number of dynamic dashboards in use or purchase more licenses, then retry the installation. See Find the Dynamic Dashboards in my Organization.

            Setup Label Package Name Details
            Marketing Engagement Analytics Marketing Analytics

            This package contains these Analytics folders for dashboards and reports:

            • Email Engagement Dashboard
            • Email Engagement Dashboard V2
            • Email Engagement Reports
            • Email Engagement Reports V2

            Both dashboards are dynamic, and you can add users to each folder on the Analytics tab.

            Flow Reports Analytics Salesforce Data 360 - Flow Reports

            This package contains these Analytics folders for dashboards and reports:

            • Flow Reports

            You can add users to each folder on the Analytics tab.

            SMS Analytics Marketing Analytics - SMS

            This package contains these Analytics folders for dashboards and reports:

            • SMS UMA Dashboards
            • SMS UMA Reports

            This package is available only when using the SMS add-on.
            Landing Pages and Forms Analytics Marketing Analytics - Landing Pages and Forms

            This package contains these Analytics folders for dashboards and reports:

            • Forms Engagement Dashboards
            • Forms Engagement Reports
            • Landing Page Engagement Dashboards
            • Landing Page Engagement Reports

            Before you install this package, add Data 360 integrations to the default Marketing Landing Pages site.

            See Also

             
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