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            Reports Overview

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            3. Engagement: Einstein and Analytics

            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.

            Required Editions

            Available in: Intelligence Reports and Intelligence Reports Advanced

            Emails configured to Suppress from Send Reports aren't included in Intelligence Reports. For a detailed explanation of the metrics featured in each report, see Dimensions and Measurements.

            If a report fails after more than 7 consecutive times, the report is disabled. It’s advised that you check out why the report failed. Go to the Report’s history to see what caused the report to fail. After you fix the report, re-enable it so that it runs again. For more information, see View Report History.

            You can also schedule how and when you want the report to run. For example, you can run the report every day at a specific hour. While configuring your report’s scheduling, you can define the frequency and delivery time of the report, and the delivery method.

            These delivery methods are supported:

            • AzureBlob
            • Email
            • FTPS
            • Google Drive
            • HDFS
            • SFTP
            • AWS - S3
            • Google Cloud Storage
            • Create a Report
              You can create a report when you want to retrieve, view, and share a detailed analysis of your data. You can create a report from scratch or export an entity like a pivot table or dashboard page to a scheduled report.
            • Set Report Schedule and Delivery Method
              You define scheduling and delivery methods for a report to decide how you want to run and share it. As a result, you decide when the report is sent. For example, if you want the report to go out every day at a specific time, you can set a daily frequency and the time, say, 10:00 PM. You can also define how you want the report to be executed and shared.
            • Manage Reports
              After you create a report, it appears in your reports list. From your reports list, you can view all your reports, edit, delete, and create a copy.
            • View Report History
              You can use the report history to monitor your reports. The report history log displays a list of all the times the report ran. And it provides information about each report execution, such as whether the run was successful and the start and end dates of the execution. You can also download report outputs.
            • Report Settings
              You can set your report settings to allow or prevent users from receiving a download link for large attachments. In Intelligence Reports for Engagement, large files—over 7 MB—are shared via a download link. Any user with the download link can download the report.
            • Apply Filters to a Report
              Add filters to a report to narrow down the data that you see in reports and focus on what’s relevant to your use case. You can filter by a standard or custom dimension, such as a campaign, email domain, or country, or by a custom measurement, such as an email bounce rate over 60%.
             
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