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.
Required Editions
| Available in: Intelligence Reports and Intelligence Reports Advanced |
User Role
Note The Enable Intelligence Reports Integration checkbox doesn’t affect Intelligence
Reports. This checkbox is related to the Marketing Cloud Engagement
connector.
Your account must be assigned the Intelligence Reports for Engagement user role. The following permissions are available:
- Access, View & Export
- Schedule
- Create & Edit
User Permissions
These tables explain each permission and the available actions you can perform per permission:
| Action / Permission | Access, View & Export | Schedule | Create & Edit |
|---|---|---|---|
| View & Export Dashboards |
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| Create & Export Pivot Tables |
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| Save, Edit & Delete Pivot Tables |
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| Schedule Report |
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Here are additional actions available with Intelligence Reports for Engagement Advanced:
| Action / Permission | Access, View & Export | Schedule | Create & Edit |
|---|---|---|---|
| Create & Customize Dashboards |
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| Create Calculated Dimensions and Measurements |
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| Install Apps |
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| Consume Cross-Channel Apps |
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| Query Data Lake |
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| Connect and Query Data Extensions |
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This table displays how each permission affects the different Marketing Cloud Engagement user roles:
| MC Role / Permission | Access, View & Export | Schedule | Create & Edit |
|---|---|---|---|
| Admin or Marketing Cloud Engagement Administrator |
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| Analyst or Marketing Cloud Engagement Channel Manager or Marketing Cloud Content Editor |
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| Marketing Cloud Engagement Viewer |
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