To help users find and interact with Marketing Cloud Next reports and dashboards, create collections and filters.
Required Editions
| User Permissions Needed | |
|---|---|
| To customize the Analytics tab: |
Marketing Cloud Admin permission set OR Marketing Cloud Manager permission set |
-
To simplify how users find reports and dashboards, create a collection on the Analytics
tab.
- In Marketing Cloud Next, open the Analytics tab.
- In the Collections widget, click +, and give the collection a name.
- Search and select the reports and dashboards to include in the collection.
-
To further customize the dashboards, add filters.
- From the Analytics tab, open a dashboard, and then click + Filter in the toolbar.
- Select a field to filter, and give the filter a name.
- Add filter values as needed. When you finish, click Apply.
- To save the filter, click Add, and then save the dashboard.