To access Intelligence Reports for Engagement, you need the required user role assigned
to your account. When assigning the user role, you can also assign permissions in Intelligence
Reports. For example, you can create pivot tables, but you can’t edit or save them.
Required Editions
Available in: Intelligence Reports and Intelligence Reports Advanced
Note If you purchased Intelligence Reports for Engagement Advanced, all the advanced
features are automatically enabled in your account. No other steps are
required.
You can only log into one instance of Marketing Cloud Intelligence at a
time – you can’t log into Marketing Cloud Intelligence and Intelligence Reports for
Engagement at the same time. If you must be logged into both, you can log into one instance
using Chrome Incognito mode.
The first time you activate Intelligence Reports for
Engagement, up to 90 days of historical data is available. From that point on, the data is
retained for 2 years.
Note If you don’t see the Intelligence Reports tab, it’s possible
that you don’t have the required permissions, or that Intelligence Reports hasn’t been
enabled in your account.
To access Intelligence Reports for Engagement, click Analytics Builder | Intelligence Reports.
You can access Intelligence
Reports in the context of the enterprise unit, or via the child business unit, which affects
the data you see.
Enterprise versus Business Unit
Enterprise—If you access Intelligence Reports for Engagement via an enterprise
account, you can access all the data for all the business units that are in the enterprise
account.
Business Unit—If you access Intelligence Reports for Engagement via a specific
business unit, you can see only the data pertaining to that business unit. You can only
filter by entities in that unit.
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