Guide: Generating Reports

Managers can generate and download comprehensive reports detailing the progress, scoring, and outcomes of Phishing and Training campaigns. This guide walks you through the options available in the Reports, Dashboard, Phishing, and Training sections of the Admin Dashboard.

Generating Reports from the Reports Section

1. Sign in to your Admin Dashboard.
2. Navigate to the Reports section.
3. Choose between Phishing Campaigns or Training Campaigns.
4. Select the report format:

• CSV for data-rich, detailed reports
• PDF for executive summaries

5. Choose the campaigns to include:

• Individual campaigns
• Multiple campaigns
• All campaigns

5. Click Get Report to generate the report.

Generating Reports from the Dashboard Section

1. In your Admin Dashboard.
2. Select the My Company tab.
3. Click the specific Phishing or Training campaign you want to pull a report for.
4. Click the Reports button( top-right corner).
5. Select the report format (CSV or PDF) to download.

Generating Reports from the Phishing Section

1. Navigate to the Phishing section.
2. Select the Campaigns tab.
3. Click the phishing campaign you want to pull a report for.
4. Click View Campaign to see results.
5. Click the Reports button( top-right corner).
6. Select the report format (CSV or PDF) to download.

Generating Reports from the Training Section

1. Navigate to the Training section.
2. Select the Campaigns tab.
3. Click the training campaign you want to pull a report for.
4. Click View Campaign to see results.
5. Click the Reports button in the top-right corner.
6. Select the report format (CSV or PDF) to download.