Guide: Generating Reports

Managers can generate and download comprehensive reports detailing the progress, scoring, and outcomes of phishing and training campaigns.

Accessing Training Report Options

1. From the Reports Section
2. From the Dashboard Section
3. From the Phishing Section
4. From the Training Section

Generating Reports

From the Reports Section:

• Login to your Admin Dashboard
• Navigate to the 'Reports' section
• Choose between 'Phishing Campaigns' or 'Training Campaigns'.
• Choose the report format:
  • CSV for data-rich, detailed reports.
  • PDF for executive summaries.
• Select the campaigns for which you need reports:
  • Individual campaigns
  • Multiple campaigns
  • All campaigns
• Click the 'Get Report' button at the bottom to generate the report.

From the Dashboard Section:

• Navigate to your Admin 'Dashboard' section.
• Select the 'My Company' tab.
• Click on the specific 'Phishing' or 'Training' campaign you want to generate a report for.
• Click on the 'Reports' button in the campaign dashboard's top-right corner.
• Select a format from the dropdown menu (CSV or PDF) to download the report.

From the Phishing Section:

To monitor the progress of live campaigns or review the results of completed campaigns:

• Navigate to the 'Phishing' Section from your Admin Dashboard.
• Select the 'Campaigns' tab.
• Click on the specific phishing campaign you want to generate a report for.
• Click 'View Campaign' to view results.
• Click on the 'Reports' button in the campaign dashboard's top-right corner.
• Select a format from the dropdown menu (CSV or PDF) to download the report.

From the Training Section:

To keep track of training campaign progress or view the outcomes of completed training campaigns:

• Navigate to the 'Training' Section from your Admin Dashboard.
• Select the 'Campaigns' tab.
• Click on the specific training campaign you want to generate a report for.
• Click 'View Campaign' to view results.
• Click on the 'Reports' button in the campaign dashboard's top-right corner.
• Select a format from the dropdown menu (CSV or PDF) to download the report.