CSV Wizard

Overview

The CSV Wizard offers granular options for generating customized CSV files. It allows you to choose a report type, tailor the data fields included, and apply specific filters. After selecting the desired fields and filters, you can preview the report to ensure the data is correctly structured. Once satisfied, you can generate and download the CSV file or email it to multiple recipients.

To get started, navigate to Reports > CSV Wizard.

Use the links below to jump to a section:

1. Report Type 
2. Fields 
3. Filters 
4. Preview
5. Finalize

Report Type

On the Report Type tab, you will select the report type to generate the report on. 

Below are the report types available:

Campaign - Field data related to the selected campaign(s). Multiple campaigns can be selected.

• Actions - Export actions taken on phishing/training campaign(s).
• Emails - Export campaign email related data, such as email addresses and associated metrics.
• Targets - Export all targets that participated in a campaign along with associated metrics.
• Tests - Export the selected campaign's tests and associated metrics.

Group - Field data related to the selected group(s). Multiple groups can be selected.

• Enrollments - Export the group's enrollment data. 
  • Course - Select course data for export. Multiple courses can be selected. The report will pre-select fields for the course names along with enrollees and progress for each course selected.
• Phishing/Training - Export phishing or training data for groups. 
  
  • Actions - Export actions taken on the group's phishing/training tests.
  • Campaigns - Export phishing/training campaigns that have tested the group and associated data.
  • Emails - Export phishing/training emails sent to the group's targets, along with related metrics.
  • Targets - Export the group's targets and associated metrics.
  • Tests Export - Export phishing/training tests on the group and related data.

School - Field data related to the selected course/course program enrollment(s) and student(s).  

• Course Enrollments - Export enrollment, student and target field data for the selected course(s).
• Program Enrollments - Export enrollment, student and target field data for the selected program(s).
• Students Overview - Export enrollment metrics and target fields for the selected student(s).

Target - Field data related to the selected target(s). Multiple targets can be selected from a group.

• Courses Enrollment - Export target(s) courses and course progress.
• Phishing/Training - Field data related to phishing or training test metrics.
  • Actions  - Export target(s) actions for phishing/training tests.
  • Emails  - Export emails sent to the selected target(s) and related data in phishing/training tests.
  • Tests - Export phishing/training tests on the target and target test metrics.

Test - Field data related to the selected phishing/training test(s). Multiple tests can be selected.

• Actions - Export actions taken on phishing/training test(s).
• Emails - Export emails sent by the selected test(s) and the associated metrics.
• Targets - Export targets tested and related data for selected tests.

Custom - Saved reports will be available for selection here. 

Fields

After selecting the Report Type, you'll move on to the Fields tab. Here, you can choose which fields you want to include as columns in the CSV report or remove any you don’t need. The available fields are tailored to the selected Report Type.

Filters 

The Filters tab allow you to include or exclude data based on conditions that are applied to the selected fields. The results can be filtered based on matching any or all of the filtering conditions. The available Operators are:

Example:

In the example above, the Group Course Enrollment report type was selected. The enrollments will be filtered to include only students who are active (not false), were enrolled after 10/04/2023 at 2:38 PM (greater than 10/04/2023 at 2:38 PM), and are part of the 'Testing' group.

Preview

Once you've set the filters, you can preview the first 10 rows of the CSV to ensure it includes the field data you need. If the preview meets your expectations, proceed to the Finalize report step.

Finalize

In the final step of the CSV Wizard, provide a name for your report and choose a generation method. You can either generate and download the CSV immediately, which will temporarily lock your browser session, or you can opt to have the CSV emailed to a comma-separated list of addresses once it’s ready. Choosing the email option will not lock your browser session.

After completing the process, your configured settings will be saved, allowing you to quickly pre-populate the wizard’s forms by selecting the saved report from the 'Custom' list in the report selection step.

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