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

From the Reports Section:

Log in 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:

For a detailed explanation of the reporting data available to the Manager, explore our Monitor and Review Phishing Campaigns guide.

From the Training Section:

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

For a detailed explanation of the reporting data available to the Manager, explore our Monitor and Review Training Campaigns guide.