Admin Dashboard Overview

As an Admin Manager, you can easily monitor and review your company's overall progress, performance, and results for all upcoming and completed training and simulations directly from your Admin Dashboard.

In this Article:

1. Dashboard Overview
2. Tracking Training Sessions Progress & Reports
3. Tracking Simulation Metrics & Reports

Dashboard Overview

To access your Admin Dashboard:

• Log in to your account.
• Select Dashboard.
• Click the My Company tab to access your Admin Dashboard.

At the top of the page, you'll see summary counts for your active, upcoming, and completed sessions & simulations.

Below the counts, four key metric cards give a quick snapshot of overall progress and security awareness.

Tracking Training Sessions Progress & Reports

You can track your performance and progress in real-time via two routes in Session Overview, where you can view real-time progress and completion metrics.

1. Go to Dashboard > My Company > scroll down to Training Sessions, select your session to open the Session Overview.
2. Go to Training > Sessions > select your training session > click View Session to open the Session Overview.
3. For Series: Scroll down to your Training Series, and click the chevron (>) next to your series to expand its individual sessions. Click View Session on any sub-session to open Session Overview.

Downloading Reports:

• Session Overview: Click the Reports button in the top-right corner of the Session Overview page to download a CSV or PDF report.
• Series Reports: Go to Training > Sessions. Click the bar chart icon next to your series on the Sessions table to open the dedicated Training Series Report.
• Report Dashboard: You can also access and download reports anytime directly from the Reports section > Training Sessions or Training Series

Tracking Simulation Metrics & Reports

You can track your simulation's performance in real-time via two routes in Simulation Overview, where you can view real-time Opened, Clicked, Compromised, Trained, and Reported metrics:

1. Go to Dashboard > My Company > scroll down to Phishing Simulations, select your simulation to open the Simulation Overview.
2. Go to Phishing > Simulations > select your simulation > click View Simulation to open the Simulation Overview.

Downloading Reports:

1. Simulation Overview: Click the Reports button in the top-right corner of the Simulation Overview page to download a CSV or PDF report.
2. Report Dashboard: You can also access and download simulation reports anytime directly from the Reports section > Phishing Simulations.

If you get stuck at any point, click the chatbot icon on the bottom right to chat with our support team - we’re happy to help!