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.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
Note
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
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.

access Intelligence Reports from marketing cloud

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.