Marketing Cloud: Build a Salesforce Report for a Targeted Audience

Overview

This step-by-step procedure demonstrates how to build a Salesforce report for a targeted audience in Marketing Cloud.

Step-by-Step Procedure

1. Log in to Salesforce.
2. Click Reports.
   
3. Click New Report.
4. Select a report type.
   Note: Report type must include the Contact object.
5. Click Continue.
6. Click the Filters tab.
   
7. Add applicable filters.
   Note: Refer to Filter Report Data for additional information.
8. Click the Outline tab.
9. Add applicable columns.
   Notes:

   • You must include Contact ID and Email. Marketing Cloud will always use the value from the standard Email field, not others such as Work Email.
   • Refer to Build a Report for additional information.
10. Click Save.
    
11. Enter a Report Name in the following format: Unit abbreviation: Report name. E.g., ITS: Test Report.
    Note: The Report Unique Name field will auto-populate.
12. Enter a Report Description.
    Note: Report Description is visible to all Marketing Cloud users.
13. Click Select Folder.
    Note: The default folder value of Private Reports will not display in Marketing Cloud.
14. Select the folder for your unit.
    Note: If your unit's folder doesn't exist, submit a help ticket.
15. Click Select Folder.
16. Verify that your unit's folder displays in the Folder field.
17. Click Save.
    Note: If desired, click Save & Run to verify data.