Insights and Analytics14% of the exam
Analytics Builder reports and scheduled Intelligence Reports
How to run, schedule, save and copy Analytics Builder standard reports (date ranges, permissions, ownership), which Email Studio report answers which question and where each has data limits, and how Intelligence Reports builds scheduled reports from daily campaign-level data with run history.
Given a customer scenario, configure and run Marketing Cloud ad hoc and automated reports.
~6 min read · 11 practice questions ·
What the exam expects
- Run an Analytics Builder standard report ad hoc, including a custom date range that captures the whole last day.
- Schedule a standard report and choose its frequency, time zone, format and delivery.
- Explain report access, permissions and ownership: per-user Reports permissions, Save As copies, no ownership transfer.
- Pick the Email Studio standard report that answers a requirement, and know which reports can't show sendable data extension fields or static content.
- Create an Intelligence Reports scheduled report, choose a delivery method and check its run history.
- Key terms: Analytics Builder (the Engagement app holding the standard report catalog); standard report (a catalog template you run with parameters); Discover (the tool needed for custom reports); Intelligence Reports (dashboards, pivot tables and scheduled reports on campaign-level data, powered by Marketing Cloud Intelligence); measurement and dimension (numeric and non-numeric Intelligence Reports data).
Key facts
Custom date range end
- Detail
- Data as at 12:00 AM on the end date; set the next day
Schedule frequencies
- Detail
- One time, hourly, daily, weekdays, weekly, monthly
Schedule end date
- Detail
- Not after the year 2077
Report permissions
- Detail
- Set in Reports for each user
Ownership
- Detail
- Can't be transferred; others Save As a copy
Custom reports
- Detail
- Require the Discover reporting tool
Email Performance by Attribute
- Detail
- Legacy list-based attributes only
Region and impression reports
- Detail
- Only dynamic content or AMPscript emails
Intelligence Reports data
- Detail
- Daily aggregated campaign level; no subscriber or event data
Scheduled report delivery
- Detail
- Eight methods, including Email, SFTP and Google Drive
Sources for this section (6)
- Create a Standard Reporthelp.salesforce.com (opens in a new tab)
- Can I Schedule a Report?help.salesforce.com (opens in a new tab)
- Analytics Builder Reports FAQhelp.salesforce.com (opens in a new tab)
- Email Studio Reportshelp.salesforce.com (opens in a new tab)
- Get to Know Intelligence Reportstrailhead.salesforce.com (opens in a new tab)
- Create Scheduled Reportstrailhead.salesforce.com (opens in a new tab)
- Why would a marketer run Recent Email Sending Summary?
- When does a user need the Discover reporting tool?
- Which three report types can Intelligence Reports schedule?
- What is a dimension in Intelligence Reports?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Engagement Specialist pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 31 lessons of the Marketing Cloud Engagement Specialist guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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