Intelligence Reports for Engagement

Available in: Intelligence Reports for Engagement and Intelligence Reports for Engagement Advanced

Intelligence Reports for Engagement is powered by Marketing Cloud Intelligence, and is available in two versions:

• Intelligence Reports for Engagement—This standard version is included in Pro editions and higher. Intelligence Reports for Engagement includes dashboards, pivot tables, and reports. With Intelligence Reports for Engagement, you can:
  • Analyze your data, and then receive intuitive analytics with built-in dashboards that visualize aggregated Email, Push, and Journey data up to the business unit level.
  • View comparisons, trends, and patterns in your data, and organize and summarize data in a custom report.
  • Filter, sort, and summarize data with pivot tables, and share findings with scheduled reports.
  • Manipulate, visualize, and share pivot tables, dashboards, and scheduled reports.
• Intelligence Reports for Engagement Advanced— This premium version is available as an add-on for Pro editions and above. Intelligence Reports for Engagement Advanced includes more dashboard capabilities, pivot tables, reports, cross-channel apps, and query options. Intelligence Reports for Engagement Advanced, is a premium upgrade of Intelligence Reports for Engagement that adds more features, functionality, and analytics. The Advanced upgrade is available at an additional cost. With Intelligence Reports for Engagement Advanced, you can:
  • Connect, visualize, and analyze key data sources quickly with cross-channel apps built by Marketing Cloud Intelligence.
  • Customize and create dashboards that meet end-users’ needs.
  • Create and refine your key performance indicators (KPIs).
  • Create more fields and attributes using Marketing Cloud Intelligence’s 100+ functions.

Here’s a comparison of the two versions.

Feature	Intelligence Reports	Intelligence Reports Advanced
View built-in dashboards
Create and manage reports
Create and manage pivot tables
Create and customize dashboards
Create and manage calculated measurements and dimensions
Query granular data
View and install cross-channel apps
Connect and query data extensions

The Intelligence Reports and Intelligence Reports Advanced interface support these languages: English, Japanese, German, French, and Spanish.

Here’s a video about Intelligence Reports for Engagement:

For more information about Intelligence Reports for Engagement, see:

• Start Learning About Intelligence Reports
  If you’re a new user or need a refresher, click on the learning maps below to learn the basics of Intelligence Reports and Intelligence Reports Advanced. The learning maps contain links to other resources, like Trailhead and videos, and starter help topics. You can always come back to the learning maps to refresh your skills, or check out newly added content.
• User Roles and Permissions in Intelligence Reports
  To use Intelligence Reports for Engagement, your account must be assigned the Intelligence Reports for Engagement user role. The user role has the following permissions: Access, View and Export, Schedule, and Create and Edit.
• Access Intelligence Reports
  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.
• Overview of Data in Intelligence Reports
  Intelligence Reports for Engagement displays both Email, Push, and Journey campaign-level data. Intelligence Reports for Engagement doesn’t display subscriber-level data or event-level data. However, subscriber-level data can be used to generate campaign-level analytics. With Intelligence Reports for Engagement you can see how many emails or messages were opened, delivered, and clicked. The data that is displayed is daily aggregated metrics. For example, you can see the number of send and open rates per day, during the last 90 days, for a specific campaign.
• Dimensions and Measurements
  Dimensions and measurements are included when viewing dashboards, pivot tables, and reports. Use categories to find the data that’s most relevant to you.
• Send Date Versus Event Date
  All engagement events in Intelligence Reports have two date dimensions: Event, and send.
• Dashboards
  Dashboards provide an out-of-the box view of your Email, Push, and Journey data. With dashboards, you gain valuable insights and can quickly identify trends or anomalies. With the premium Advanced version, you can also create and edit dashboards.
• Pivot Tables Overview
  Pivot tables allow you to explore your data from multiple perspectives. You can calculate, summarize, and analyze data by seeing comparisons, patterns, and trends in your data. With pivot tables, you can create custom reports without the need for query formulas, such as SQL queries.
• Reports Overview
  Reports are an easy way to retrieve, view, and share a detailed analysis of your data. You can create the report from scratch by going to the Reports tab and clicking Create New Report. Or you can create the same report by using the Schedule Export option when in a dashboard page or in a pivot table. For example, to create a flat table report, create the report from scratch in Excel, or go to a predefined pivot table and use the Schedule Export Flat Table option.
• Cross-Channel Apps
  Cross-Channel apps allow you to take your data from separate silos, and then connect, visualize, and analyze your key data sources. The apps are available in the Cross-Channel tab, where you can demo and install various apps.
• Queries
  Use Queries to pull granular data and get insights on your subscriber level data. For example, learn which subscribers engaged in a particular journey or investigate messages sent to a specific subscriber. Explore and export results for a deeper understanding of your data.
• Calculated Fields
  Create calculated fields in Intelligence Reports Advanced when you need customized dimensions and measurements.
• Data Extensions
  Query your engagement data with data extension data to retrieve additional attributes and measurements. Identify trends and get marketing insights based on performance by audience attributes from your data extensions.
• Differences Between Intelligence Reports and Other Reports
  When using other Marketing Cloud Engagement reporting tools, such as Data Views, the results you see can vary depending on the type of report and its purpose.
• Set Up Intelligence Reports on Hyperforce
  Create a connection between Data 360 and Marketing Cloud Engagement to use Intelligence reports on Data 360. Intelligence Reports provisioned for Marketing Cloud Engagement based on Salesforce Tableau Semantic Layer and the standard MCE data streams bundles. Intelligence Reports use Data 360 credits.