Automated Reports

Overview

EVENTS (beta) provide a way to automatically generate reports when a certain event (Campaign and Test End) occurs or on a schedule (Automated Reports) and have the report delivered via email. In order to create a Automated Report, the Report Generator BG must be enabled for the account. This article describes the necessary steps to configure these types of events.

NOTE: Please see the EVENTS section in our Account Settings article for more details on the feature. 

Use the links below to jump to a section:

1. Campaign and Test End
2. Automated Reports

Campaign and Test End 

It's possible to trigger a generated report when a campaign or test ends. The first step is to set up a group admin email address(es). On the Edit Group page, you can specify a comma-separated list of email addresses that will receive a report when an event occurs (such as a campaign ending).

Next, navigate to Administration > Account Settings > EVENTS tab. Here, click the "Create" button:

1. Name - Give a name for the event.
2. Event - Select one of the following:
   • When a test ends - the event will be triggered when a test ends.
   • A Campaign ends - the event will be triggered when a campaign ends. 
3. Select - Choose to run the report for all tests/campaigns or a specific one.

Click "Next".

1. Action - Select one of the following:
   • Run Report - This will automatically generate a report on PhishingBox. The admin who created the event will receive an email once the report has been generated and will have link to view the report on PhishingBox.
   • Send Report to Group Manager - This will send a PDF report to the "Admin Email" under edit group.
   • Send CSV to Target Manager - This will send a CSV report to the target's Manager Email (this value is defined under Edit Target). This option in only available for "When a Test ends". The following CSV Report is available for selection:
     • Default Manager Report - This report contains target email, first & last name, date last failed, and reported, failed, replied, training, extended, and click counts. 
   • Send Report - This will send a PDF to the defined email address(es) under "Send To:".
     
2. Select - Select the report you want generated when the event triggers. 
3. Select One - For "When a test ends" events, you must select "Target Test". For "A Campaign ends" select "Target Campaign" or specify a campaign.
   

   NOTE: "Target Test/Campaign" refers to the test/campaign that triggered the event. 

Automated Reports

It's possible to create an event that will generate automated reports on a schedule. Automated reports allow an admin to create a event to send a PDF report one time or on a schedule. 

1. Name - Give a name for the event.
2. Event - Select Automated Report.
3. Repeat Every - Select how often the event should trigger. 

1. Action - Select one of the following:
   • Run Report - This will automatically generate a report on PhishingBox. The admin who created the event will receive an email once the report has been generated and will have link to view the report on PhishingBox.
   • Send Report - This will send a PDF to the defined email address(es) under "Send To:".
2. Select - Select a report to generate. All default and custom reports will be available for selection.
3. Select One - The options listed will depend on the type of report selected (a course report will list the available courses, a by test report the available tests etc.). Selecting 'Target Test' or 'Target Campaign' will generate an automated report for every test/campaign

To see reports that have been generated, navigate to Reports > Manage Reports.