---
schema_version: "1"
id: fe952a073244f96c7f079f87b05bb1144daade095fec8c3e8f251999c27b7213
title: Create a Pivot Table 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_pivot_table_report.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_a_pivot_table_report.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8911d827e34fa341334acf80335e78339937bb0eee96a9bba8459d5eacbf9da7
description: To export a report to an Excel file or display the data in a pivot table, you create a pivot table. The pivot table isn't a real Excel object, rather it appears only in the form of a pivot table. You can also create a pivot table report by exporting a pivot table to a scheduled report.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# Create a Pivot Table Report

To export a report to an Excel file or display the data in a pivot table, you create a pivot table. The pivot table isn't a real Excel object, rather it appears only in the form of a pivot table. You can also create a pivot table report by exporting a pivot table to a scheduled report.

### 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="d22343e57">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d22343e57 ">To create and edit reports</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d22343e57 ">Schedule / “Create &amp; Edit”</td>

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

When creating the report from scratch, you must link to an existing pivot table. The configuration settings come from the pivot table, so any changes made to the source affect the configuration settings of the report later on.

![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 Most of the report configuration settings are self-explanatory or have a tooltip available in the platform.

1. Access the Intelligence Reports for Engagement, select the Reports tab.
2. Select the **Reports** tab.
3. Click **Create New Report**.
    
    ![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 When creating the report from scratch, you must link to an existing pivot table. The configuration settings come from the pivot table, so any changes made to the source affect the configuration settings of the report later on.
4. For General details, name the report and select **Export Format: Pivot Table**.
5. To define your report configuration details, select the time period from which to pull data.
6. Specify when and how to deliver the report.

#### 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.")
- [Set Report Schedule and Delivery Method](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.")