---
schema_version: "1"
id: 217b1650f7881a7f61598be84819d18e5531f4e54d928d17530361ddbf10b0c8
title: Create a 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_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 88c397c2433d193a721b2ad0061bd9d459d7f33b8997998ba1e544f5f468cd45
description: 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.
products:
  - Marketing
  - Marketing Cloud Intelligence
release: "264"
---
# 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.

### 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>

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](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_a_flat_table_report.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_a_pivot_table_report.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=mktg.mc_dat_create_a_dashboard_report.htm&release=264.0.0&type=5)**  
    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.

#### 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.")