Executive Reports

The Executive Reports feature is designed to help administrators create comprehensive, high-level reports that include the organization's human risk statistics. These reports provide detailed insights into your organization's phishing and training efforts, offering a comprehensive view of human risk management.

Executive Reports are particularly beneficial for managers and executives, enabling them to easily understand the security posture of the organization and risk levels related to social engineering threats. By consolidating key metrics and statistics, these reports support informed decision-making and strategic planning to enhance organizational security.

How to Create Executive Reports

  • Log in to the platform.

  • Go to the Advanced Report menu on the left-hand side of the dashboard.

  • Select Executive Reports from the dropdown.

  • In the Executive Reports section, click on the + NEW button to create a new report.

  • Fill in report details:

    • Report Name: Enter a name for your report.

    • Company Name: Specify the name of your company.

    • Date Range: Select the date range for the statistics you want to include in the report.

  • Include various statistics about human risks within your organization from the left-hand menu under the Phishing Metrics or Training Metrics category, such as:

    • Phishing Risk Score Across Industries

    • Phishing Simulation Engagement and Reporting Trends

    • Users with Highest Risk Scores

    • Industry Phishing Risk Score

    • Departments with Highest Risk Scores

    • Repeat Offender Users

    • Impact of Phishing Awareness Training

    • Training Completion

  • Preview and Save the Report:

    • Cancel: If you want to cancel the report creation, click the Cancel button.

    • Save Report: To save the report, click the Save Report button.

    • Preview PDF: To preview the report as a PDF in your browser, click the Preview PDF button.

How to Download Executive Reports

Go to the Advanced Report > Executive Reports menu and then click on the Download button on the right-hand side for your preferred report. The report will be downloaded in PDF format in a minute.

How to Schedule Executive Reports

Go to the Advanced Report > Executive Reports menu and then click on the Schedule Report button on the right-hand side for your preferred report. Another option is to Edit the report and schedule the report by clicking on the Schedule button.

For more information on the Schedule Report feature, please click here.

How to Edit or Delete Executive Reports

Go to the Advanced Report > Executive Reports menu and then click on the Delete button to delete the preferred report. To Edit the report, please click on the Edit button.


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