---
schema_version: "1"
id: 4b84690e3671feb2d8eb1e9316305a5f4bb739dd2c2da7f7b950fbb665b01090
title: Create a Dashboard Report
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_dat_create_a_dashboard_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_a_dashboard_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9a1d590147208c31ffe917eca06b55f1b38ee0dcf7dfa26eb9403d6e7a3e7c67
description: You can create a dashboard report in PDF format. You can also create a dashboard report by exporting a dashboard page. When creating the report from scratch, you must link to a dashboard page. The configuration settings come from the dashboard page, so any changes made to the source affect the configuration settings of the report later on.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Create a Dashboard Report

You can create a dashboard report in PDF format. You can also create a dashboard report by exporting a dashboard page. When creating the report from scratch, you must link to a dashboard page. The configuration settings come from the dashboard page, so any changes made to the source affect the configuration settings of the report later on.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Intelligence Reports and Intelligence Reports Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d44386e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d44386e57 ">To create and edit reports</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d44386e57 ">Schedule / “Create &amp; Edit”</td>

          </tr>
        </tbody>
      </table>

1. From **Analytics Builder**, select **Intelligence \[Datorama\] Reports**.
2. Select the Reports tab.
3. Click **Create New Report**.
4. Define your General details.
    1. Enter a Name.
    2. Select the Export Format: **PDF**.
    3. To determine how long reports are kept before they’re deleted, enter the Purge Report History (Days). For example, if you enter 30, all reports are deleted after 30 days.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mc_data_management_and_analytics-264-0-0-production-enus/7988f60d-cd94-4b42-8836-dc11773564b5/images/icon_note.png)
        
        Note By default, the number of days is set to 180, which is also the maximum number of days you can keep reports.
5. Define your Configuration details, and select the dashboard page for which you’re creating the report.
6. Define scheduling and delivery methods for the report. Refer to [Define Scheduling and Delivery Methods](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_set_report_schedule_and_delivery_method.htm&release=264.0.0&type=5 "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.").

#### See Also

- [User Roles and Permissions in Intelligence Reports](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_user_roles_and_permissions.htm&release=264.0.0&type=5 "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.")