Create insightful reports across Marketing Cloud Engagement+ activities and the next-gen content that you build in . These reports include marketing data and data from other Salesforce products such as Sales Cloud, Service Cloud, and Data 360. Best of all, marketers can create in-depth, Tableau Next reports and dashboards without writing any code.
Required Editions
| Available in: Marketing Cloud Engagement Pro+, Corporate+, or Enterprise+ Editions. |
Eligibility
Review the table to find out if unified reporting tools are a good fit for your situation.
| I use Salesforce and Data 360 together with Marketing Cloud Engagement |
No  |
This task requires manual integration, so we recommend that you skip this task for now. |
| I use Salesforce as my CRM but I haven’t set up Data 360 |
Yes  |
You can view standard reports, customize basic reports, and customize advanced reports with CRM data. |
| I use Data 360, but I don’t use Salesforce as my CRM |
No |
This task requires manual integration, so we recommend that you skip this task for now. |
| I use Marketing Cloud Engagement alone |
Yes |
You can access and create standard reports. Customers that use Journey Builder can also create custom reports. |
Before You Start
Unified reporting can consolidate data from multiple sources and help identify trends across apps. Before you get started with unified reports, think through your team’s needs.
- How much historical data do you want to report on?
- How frequent do you need data to be refreshed?
- What Engagement reports, fields, or metrics do you use the most?
- Which users need access to view, create, and share reports?
A good way to get started is to rebuild a report that you already use in Engagement. Choose one that can be improved by a broader scope, or one that’s time-consuming to build. Or, start simple—take a basic report and play around until you're comfortable with the new controls. Then, add fields, metrics, or lenses to level up.
To better understand unified reports versus data views and the Marketing Intelligence app, check out Differences Between Unified Reporting System Reports and Other Reports.
Find Out How
These Salesforce Help topics guide you from thinking to doing. For more information about your first days with Engagement+, check out the 60-Day Guide Deck.