Risk Score in Target Details and Manage Targets

Overview

This article reflects the new Risk Score changes in the Target Details and Manage Targets pages. 

Click the following to jump to a given section:

1. Risk Score in Target Details
2. Risk Score in Manage Targets 

Target Details

You can get to the Target Details page by going to Targets/Groups > Manage Targets and clicking on the "View" button next to any target, which is found under the Actions column. 

Profile Section - This section contains the targets profile picture and name (which, next to the name are the options to edit the target, generate a report of the target, or go back to the Manage Targets page). Furthermore, this section contains the targets' Title, Department, Org/Company, Email Address, Manager Name, and Date Hired. 

Risk Score - The Risk Score displays the total risk of the target in one number, and also contains a breakdown of the risk score by number of phishing simulations failed, number of training completed, exposure of the target, security tooling, and impact. 

Target Metrics - Various tabs containing metrics regarding the target. The tabs are as follows:

• Target Summary - The Target Summary tab contains the exposure of the target, security tooling, the tests/ campaigns that the target is a part of, the targets reporting activity, and the courses and program metrics of the target. 
• Target Details - The Target Details tab contains a more extensive list of the targets information, as well as training portal information. Furthermore, there is a button to create an enrollment for this target. 
• Actions - The Actions tab shows a breakdown by action for the test, and shows the following: The email associated with the action, the date/time of the action, the action type (Email Opened, Reported, etc.), the IP address associated with the action, a breakdown of user-agent information, filters applied to the action, AHD fingerprints, and, current status. You can view Suspicious, Filtered, Verified, or All actions by using the dropdown at the top of the tab. Furthermore, you can manually verify/filter actions by clicking the "Options" button under the "Actions" column (or, if you wish to do this en masse, click the checkboxes next to the users you want to manually verify, and select "Manual Verify" at the bottom of the page). 

• Tests / Campaigns - The Tests tab gives you details about the target's performance on all tests it has been included in, and shows: If and when the metrics were last updated on that test, the Test Name, the Type of test, the Date Started, Number of Targets, Fail %, NRS score, Delivery Metrics, and Unique Actions. 

  In the far right column you can view the Test Details or Generate a Report for that test. The "Copy" button will copy the data to your clipboard. The "CSV" and "Excel" buttons will open or download a CSV/Excel file with the data in the Tests section.

• Courses / Programs - The Courses/Programs section shows you the target's progress on the different courses/programs he/she has been enrolled in. The table contains the name of the course/program, the date the target was enrolled into that course/program, the date the target started, the date the target completed the course/program, the targets progression of the course/program as a percentage, and the score the target received in the course/program. 

  Furthermore, you can copy the data to your clipboard, or download/open it as an Excel, CSV, or PDF file. You may also print the data.

• IP Map - The IP Map contains a toggle between a 3-D globe and a 2-D map that display the location of the IPs of the target. 
• Endpoints / Devices - The Endpoints / Devices tab contains a table with the following: IP of the target, Date Last Scanned, Number of Emails Scanned, Number of Emails Reported, Number of Emails Confirmed Phishing, Number of Emails Confirmed Spam/Junk, Number of Emails Confirmed Safe, Number of Phishing Emails, and Last Report date. The "Export" dropdown on the top right of the tab allows for the copying of the data to your clipboard, or downloading the data as a .csv, excel, or .pdf file. 
• Groups - The Groups tab contains a table with the following: Groups and sub groups the target is a member of, whether the metrics on that target within the group are current (and when they were last updated), and data about tests that the target was involved in within each group (emails scheduled, delivered, opened, etc. by the target). Furthermore, the Actions column provides an clickable "Options" dropdown that allows viewing of group details or editing the sub group. The "Export" dropdown on the top right of the tab allows for the copying of the data to your clipboard, or downloading the data as a .csv, excel, or .pdf file. 

Manage Targets

Targets are the core component of simulated phishing tests. While targets are organized into groups, you may need to edit individual target details, add or remove targets, or access reports for specific targets. All of these actions can be managed from the Manage Targets page.

The Manage Targets page can by found by navigating to Targets / Groups > Manage Targets. 

On the top-right of the Manage Targets page, the following options are available: 

• Active: This dropdown filter targets based on activity. The options include all targets, active targets, and inactive targets. 
• Groups: This dropdown will allow you to filter targets based on group selected. 
• Filter Targets: Clicking this button will open the Target Filtering popup, where you can filter targets by any combination of criteria, such as: Name, Company, Department, Subgroup, City, and more. After adding your criteria, click "Filter" to apply the filters. 
• Clear Filters: Clicking this button will clear any applied filters. 
• Add New: Create a new target. 
• Import: Redirects you to the CSV import page where you can upload a CSV file of targets. 
• Export: This will export the filtered target list into a CSV, Excel, or PDF. Clicking copy will directly copy this target list onto your clipboard. 

The following columns are available for this table:

• Full Name: Displays the targets full name. Note that clicking the green downward arrow next to the targets name will display more extensive information about the target.
• Groups: Displays the groups this target is a part of.
• Info icon: If the targets email is valid, there will be a green checkmark next to the targets email address. 
• Email Address: This displays the email address of the target. 
• Last Tested: This displays the date when the target was last tested. 
• Info icon: Displays if the department has a system match. If it does, the equals sign will be green.
• Info icon: Displays the activity status of the target. If the target is active, it will appear green. 
• Actions: This column contains a "View" button for each target (this will take you to the Target Details page), as well as a dropdown option next to the View button, which have the following options:
  • View Details: This will redirect you to the Target Details page. 
  • Generate Report: Loads a report for the target for all of its testing data. 
  • Download Report: Constructs a PDF containing information on a targets test results. 
  • Edit: This will open the edit target dialog, with the following tabs:
    • Target Details: Displays and allows you to edit all the fields associated with the target.
    • Groups: Groups in which the target is not a member will appear on the left side, the group in which the target is created is on the right side. To add the target to additional groups, select the group(s) you wish to add the target to and click the ">" button. To add the target to all groups, click the ">>" button. Similarly, you can remove a target from groups by selecting group(s) the target is in on the right and clicking the "<" button. 
  • Archive (Hide/Remove): Deactivates the target in the group. Archived/inactive targets will not be included in tests and cannot be enrolled into courses. 
  • Delete: Remove the student from the group. You also have the option to delete any student with the same email address as the target by choosing the "Delete Student and their Enrollments" in the second drop-down. If you leave the second drop-down as "Keep Student", then the student associated with the email address(es) you are deleting (if any such students exist) will be kept in the system.
    • WARNING: If a target is deleted from the system, so will all of the target's testing data. This action cannot be undone. 

When selecting multiple targets via checkboxes, the following options will appear at the bottom of the table to perform mass actions:

• Delete: Will delete the target(s) from their respective group(s). 
  • WARNING: If a target is deleted from the system, so will all of the target's testing data. This action cannot be undone. 
• Add to Group: Adds selected targets to a specified group. 
• Create Group: Creates a new group that contains the selected targets.
• Archive: Archive/deactivate all selected targets.

• Edit: Edit all selected targets. 

  Selecting the "Edit" button will open up the Mass Edit Targets page. 

  Under the "Action" dropdown, there are "Find and Replace" and "Set" options that will impact the "Field" option dropdown that is chosen with the "Replace / Value" field that is selected. 

  NOTE: These changes will be made to ALL corresponding targets that have been selected. 

  Furthermore, to add more actions, simply select the "+ Add Action" button on the right, then hit "Apply" to save the changes or "Cancel" if you wish to discard the changes.