How to Create Reports in CRM for Email Sends

All email sends using CRM data in the Marketing Cloud require you to create and run either a CRM report or a CRM campaign.  Here you will learn how to create reports in CRM.

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1. Navigate to the Reports Tab.
   
   
   
   
2. Click on New Report.
   
   
   
   
3. For Report Type, select the Accounts & Contacts, then choose Contacts & Accounts folder or any other folder in the Leads folder.
   
   
   
   
4. Click Create from the lower right corner of the window.
   
   
   
   
5. In the Quick Find box in the Fields sidebar, type Contact.
   
   
   
   
6. Drag and drop the appropriate field into the report to add the column.
   
   
   
   
7. Check the report columns to ensure Email is included. (If not on the report, drag it onto the report).
   
   
8. Apply Filters as desired.
   
   
9. Click Save.
   
   
   
   
10. Name your report.
    
    
    
    
11. From the Report Folder dropdown, select the appropriate location and then click SAVE.