Overview
The CSV Wizard offers many 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:
CSV Wizard tab
The CSV Wizard tab will allows for the configuration of the report type, name, delivery options, target redaction toggle (availability dependent on the report type selected), filters, and select customize selected fields. Once the desired configuration is attained, selecting the "Preview" button will display a preview of the CSV, ensuring the data is properly structured. Once satisfied, click the "Generate" button will generate the CSV.
Report Type
The following is a list of the various report types offered by the CSV Wizard, organized by category:
Reseller - This report type is exclusive to reseller accounts. Each report within this report type contain data for subaccounts under the reseller. The data for each of the following can be configured by account name, allowing for the acquisition of such data for a specific subaccount.
- Accounts - Contains subaccount data such as date created, expiration date, feature packages, etc.
- Account Admins - Contains a list of portal admins/users for all subaccounts.
- Account Changelog - Contains a log of all changes made to subaccounts, such as seat count and expiration date.
- Campaigns - Contains campaign data for all subaccounts.
- Course Enrollments - Contains a list of course enrollments for all subaccounts.
- Emails - Contains phishing email statuses as well as phishing email data for all subaccounts.
- Integrations - Contains existing integrations for all subaccounts
- Integration Enrollments - Contains enrollments created via integrations for all subaccounts.
- Program Enrollments - Contains program enrollments for all subaccounts.
- Tests - Contains test data for all subaccounts.
Campaign - Campaign data related to the selected campaign(s). Multiple campaigns can be selected.
- Actions - Contains action data for the selected phishing/training campaign(s).
- Emails - Contains email-related data, such as email addresses and associated metrics for the selected phishing/training campaign(s).
- Targets - Contains all targets that participated in the selected phishing/training campaign(s), along with associated metrics.
- Tests - Contains test data for the selected phishing/training campaign(s), along with associated metrics.
Group - Group data related to the selected group(s). Multiple groups can be selected.
- Enrollments - Contains enrollment data for the selected group(s).
- Course - Select the specific course data to be exported. Multiple courses can be selected; the report will pre-select fields for the course names, along with enrollees and progress for each course that is selected.
- Phishing/Training - Contains phishing or training data for the selected group(s).
- Actions - Contains action data pertaining to the respective group's phishing/training tests.
- Campaigns - Contains phishing/training campaign data pertaining to the respective group(s), along with associated data.
- Emails - Contains phishing/training emails sent to the targets within the selected group(s), along with related metrics.
- Targets - Contains the targets within the selected group(s), along with associated metrics.
- Tests Export - Contains phishing/training test data respective to the selected group(s), along with related data.
School - School data related to the selected course/course program enrollment(s) and student(s).
- Course Enrollments - Contains enrollment, student, and target field data for the selected course(s).
- Program Enrollments - Contains enrollment, student, and target field data for the selected program(s).
- Students Overview - Contains enrollment metrics and target fields for the selected student(s).
Target - Target data related to the selected target(s). Multiple targets can be selected from a group.
- Courses Enrollment - Contains course and course program data for the selected target(s).
- Phishing/Training - Contains target data related to phishing or training test metrics.
- Actions - Contains target action data for phishing/training tests.
- Emails - Contains email data sent to the selected target(s), along with related data in phishing/training tests.
- Tests - Contains phishing/training test data respective to the selected target(s), along with target test metrics.
Test - Test data related to the selected phishing/training test(s). Multiple tests can be selected.
- Actions - Contains test action data taken on phishing/training test(s).
- Emails - Contains email data sent by the selected test(s), along with associated metrics.
- Targets - Contains targets tested and related data for the selected test(s).
Account - Account data related to the Risk Score for targets and groups.
- Riskiest Groups - Contains Risk Score data for the riskiest groups within the account.
- Riskiest Targets - Contains Risk Score data for the riskiest targets within the account.
Custom - Saved, custom reports generated in the account.
Report Name
The name of the report can be configured under the "Report Name" field. It is recommended to select a name that is both descriptive and unique, such as "Sales Group Test Data Q3, 2026".
Delivery Options
The mode of report delivery can be defined by selecting a radio button next to "Delivery options". The "download report now" option will create the report, and save it directly to the browser. The "Email Report" will allow for the report to be sent to the defined recipient once generated.
Target Data Redaction
For some report types, such as Campaign, School, Target, etc., allow for the "Target data redaction" dropdown to appear, with the following options:
- No target redaction,
- Partial target redaction (target names are replaced with starts and email addresses are partially obscured), and
- Full target redaction (target names, full email addresses, and IP addresses are redacted).
Filters
Filters allow for the inclusion or exclusion of 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:
!= |
Does not equal |
= |
Equals |
contains |
contains (string/character matching) |
> |
Greater Than |
< |
Less Than |
>= |
Greater Than or Equal To |
<= |
Less Than or Equal To |
Example of Filters in the CSV Wizard:
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), 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.
Customize Selected Fields
The "Customize selected fields" toggle allows for the inclusion and/or exclusion of various fields that will be included as columns in the generated CSV. The left-hand side contains fields that will be excluded and the right-hand side contains fields that will be included. To move a field from one side to the other, simply click on the field name. These fields are tailored to the selected Report Type.
Report History
The Report History tab contains a table log of all recently generated CSV reports. The columns of the table are the following:
- Generated By - What/who triggered the generation of the report. Automatically generated reports from Account Events will be presented here.
- Report Name - The name of the respective report.
- Generated at - The timestamp of when the report was generated.
- Actions - Contains two buttons. "Download" will allow for the downloading of the respective report. "Delete" will allow for the deletion of the report.
In the final step of the CSV Wizard, either generate and download the CSV immediately, which will temporarily lock the browser session, or opt to have the CSV emailed to a comma-separated list of addresses. Choosing the email option will not lock the browser session.
After completing the process, the CSV's configurations will be saved, allowing for the ability to quickly pre-populate the fields within the CSV Wizard by selecting the saved report from the "Custom" list in the report selection step.