Navigate to Reports > Report Generator.

This will open the Report Generator page.

To generate a report:

1. Select a Report type
2. Select a Report By option
3. Select Dates (optional)
4. Construct a Cover Page
5. Enable or Disable Report Sections
6. Enable or Disable Filters
7. Select any Custom Fields

Select Report

Pick the report you want to generate. You can choose from one of our pre-defined reports or create a completely custom report of your own.

There are several report types available.

• Full Report: All activity for a specific report listed.
• Failed Only: List only targets that failed a test.
• Summary-By Date: List the results for a given group for a given time period.
• Summary-By Test: List the results for given test(s).
• Comparison-By Date: List the results and changes between two different time periods for a given group.
• Comparison-By Test: List the results and changes between two different tests.
• Repeat Failures-By Date: List only targets that have failed more than once in a given time period.
• Repeat Failures-By Test: List only targets that have failed more than once on a given test.
• Individual Target: List all actions by one target on all tests involved.
• Custom: Allows you to select which reporting section you want to include on your report.

Report By

Select how you wish to pull your data.

• Group
• Group & Date
• Test
• Test & Date
• Individual
• Individual & Date

Depending on what you select for “Report By,” you will either get a multi-select dropdown to choose on which groups, tests, or individual targets you want to run a report.

Select Dates

If you choose one of the options involving date selection you will get input fields to choose dates.

Custom Report Option

Items 1 through 4 are the only required fields if you are using one of the pre-defined reports. The following sections are for customized reporting.

Comparison Type is how you would like to display certain charts on the report.

Combined will display the pie charts as a single combined data chart.

Comparison will display a pie chart for each test in the pulled data.

Both will display both a combined and individual chart for each test.

Cover Page Options

These options allow you to make changes to the PDF cover page when you generate the report.

Report Title

The report title is generated by default based upon the report type and data. However, if you wish to enter your own title you can do so here. This title will appear on the cover page and file name.

Custom Cover Page Text

This is custom text that will appear on the cover page of your report when it is generated as a PDF. You can use paragraph, break, bold, and italic html tags. All other tags will be stripped.

Hide the date generated

By default, the date and time the report is generated will appear on the cover page of the PDF. However, if you wish to hide this date check this box.

Report Sections

• Test Summary gives the overall stats (counts for targets, messages, passed, failed, unique counts, and averages) for all the tests in the data pulled. This chart combines all tests in the data pulled as one set of statistics. This section pairs well with the Average Pass/Fail Pie Chart.
• Passed vs. Failed Pie Chart shows the percentages of targets who passed and failed for the tests in the pulled data.
• Most Severe Action by Target Pie Chart shows count/percentages for the most severe (worst) action that each user committed during the test(s). Each target is only counted once per test in this pie chart.
• Average Pass/Fail Pie Chart shows the average count/percentage of passes and fails for all the tests in the pulled data.
• Failure Activity Breakdown Pie Chart shows all the failure activity for all the tests in the data pulled. This chart combines all the tests in the pulled data as one set of statistics. Every action committed by the targets is included in this data (i.e., targets can be counted more than once).
• Test Comparison By Dates compares two date periods for messages sent, targets passed, targets failed, and the difference between the two date ranges for each. This chart can only be accessed when using the Comparison-By Date report.
• Historical Actions Breakdown by Month area chart shows the delivered, opened, clicked, data extended, and received training categories over the given date range of the data pulled.
• Historical Action Breakdown by Test bar chart shows the delivered, opened, clicked, data extended, and received training categories for all the tests included in the data pulled.
• IP Map plots the IP addresses of the actions on a world map so that you can see where the traffic is coming from.
• Breakdown by Test shows the data at the test level.
• Breakdown by Target shows the data at the target level. Each individual test will be listed under the target.
• Breakdown by Actions shows the data at the action level. Data will include action time, the time it took for the action to occur (i.e., Phish Time), action type, IP address, browser, OS, and template.
• Test Details will show the set up information for each test in the pulled data.
• Template Details shows the set up information for each template used in the pulled data.
• Phishing Term Appendix lists any phishing specific terms that may be useful for interrupting the data. Different phishing templates will generate different terms. Not all phishing templates will hit the same endpoints or lead to the same conclusions. E.g., some phishing emails require report-by actions, some will lead to hook URLs. Every campaign is different and will generate different phishing terms. For more information, see our Phishing Term Appendix.

Filters

These options all you to filter the pulled data according to your needs.

1. Report Actions

Allows you to choose what actions will be reported. You can choose to have All Actions included, Failed Only actions, or Repeat Fails Only.

2. IP Filters

Show User IP Filter Actions allows you to display the actions filtered out by the IPs listed on the Testing Defaults page. Displaying these actions does not cause them to be counted.

Show System IP Filter Actions allows you to display the actions filtered out by the known security software IP addresses that the system automatically filters out for you. Displaying these actions does not cause them to be counted.

Show IP Location Data allows you to turn on/off the coordinate data of the IP addresses.

Show Full User Agent Data allows you to turn on/off the full user agent string for the user’s actions.

3. Target Display Filters

Redact Target Email Addresses allows you to hide the email addresses of your targets in the report. For security reason, this is advised for sending via email.

Redact Target Names allows you to hide the names of your targets in the report. For security reasons, this is advised for sending via email.

4. Target Query Filters

Allows you to customize the data pulling queries to include/exclude matching your criteria. You can choose from any of the pre-defined target fields and any custom fields you have created.

5. Test Filters

Hide Test with No Actions allows you to hide tests that have no actions from displayed data. This only effects the data displayed, not the analysis data.

Custom Fields

This dropdown allows you to add any of your custom field data to the target rows in the report. For spacing reasons, it is advised to not add more than 5 fields.

Post-Report Generation Options

Once your report has been generated the top of the screen will contain some basic data for your review.

1. Report and Revision Options

The blue area gives basic information about the type of report you generated and a link to re-open and revise the form creation criteria.

2. Filters

The green area will display he filtering options you set up.

3. Saving Your Data

There are three options for retrieving the report from the system.

Export CSV will print the report data (minus a few section like the IP Map data) into CSV format. This allows you to upload or manipulate the data as you see fit.

Save PDF will save the report as a PDF for you to download or view in your browser.

Email PDF allows you send the report to anyone you want directly from the system.