To export reports via CSV, navigate to Reports > CSV Generator.
There are a number of options available for the types of data available for export. CSV's can be used to generate custom reports and dashboards, and are particularly useful in manipulating and storing large data sets.
You have the option to filter by target fields (email address, first name, department, etc.) on certain CSV exports. When you choose the "Include" button, then any targets matching the query filter will be included in the download. If you choose the "Exclude" button, then any targets not matching the filter will be included in the download. In the screenshot below, any targets that do not have the email address "firstname.lastname@example.org" and do have the city "Lexington" will be included in the download.
Select the type of report you would like to export in the 'Select Report' dropdown select menu. After you have selected a report type, click 'Submit' to download the CSV.
By Campaign - Data related to specific campaigns. Only one campaign's data can be exported per CSV.
- Campaign Actions Export - Export all actions taken on emails sent by the selected campaign.
- Campaign Emails Export - Export all emails sent by a campaign, along with email addresses sent to and associated metrics.
- Campaign Targets Export - Export all targets that participated in a campaign along with associated metrics.
- Campaign Tests Export - Export the selected campaign's tests and associated metrics.
By Course - Select course data for export. Multiple courses can be selected. The CSV will contain course names along with enrollees and progress for each course selected.
By Group - Data related to specific groups. Multiple groups can be selected.
- Group Actions Export - Export all actions taken on phishing emails sent to the group.
- Group Campaigns Export - Export campaigns that have tested the group and associated data.
- Group Emails Export - Export all emails sent to the group's targets, along with related metrics.
- Group Targets Export - Export the group's targets and associated metrics.
- Group Tests Export - Export all tests on the group and related data.
By Target - Export data on a per-target basis. Multiple targets can be selected from a group.
- Target Actions Export - Export target(s) actions.
- Target Courses Export - Export target(s) courses and course progress.
- Target Emails Export - Export emails sent to the selected target(s) and related data.
- Target Tests Export - Export tests on the target and target test metrics.
By Test - Export data on a per-test basis. Multiple tests can be selected.
- Test Actions Export - Export all actions taken on phishing emails sent by a test.
- Test Emails Export - Export all emails sent by a test and associated metrics.
- Test Targets Export - Export all targets tested and related data for selected tests.