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.
Required Editions
| Available in: Intelligence Reports and Intelligence Reports Advanced |
Reports in Intelligence Reports can be in these formats:
- Flat Table (Excel/CSV) — Creates a flat file with the data. For example, display the total
number of sends per send date.
- Pivot Table (XLS) — Creates an Excel in the same structure as your pivot table view.
- Dashboard (PDF) — Exports a dashboard into a PDF.
For more information about how to create different reports, click these links:
- Create a Flat Table Report
You can create a flat table report when you want a report that extracts your raw data into a CSV or Excel file.
- 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.
- 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.
