How to Setup Manager Reporting

Manager Reporting lets you automatically email managers a scheduled report in excel format that shows their team’s Phishing Simulation and/or Security Awareness Training statistics. This helps managers track progress, follow up with their team, and supports a stronger security culture with less manual work for system admins.

Prerequisite: Add Manager Information to Target Users

Before scheduling manager reports, ensure each target user has a manager assigned.

• Go to Company > Target Users

• Create or Edit a target user

• Fill the required manager fields:

  • Manager First Name (Required)

  • Manager Last Name (Required)

  • Manager Email (Required)

Optional: Sync manager info via SCIM (Entra ID)

If you want to automatically sync Manager data (first name, last name, email address) via SCIM for your target users, follow this guide.

Step 1: Create an Executive Report with Manager Metrics

You create an Executive Report first, then schedule it.

• Go to Reports > Executive Reports

• Click + NEW

• Expand Manager Metrics

• Choose one of the following (one manager metric per executive report):

  • Phishing Activity (for simulation statistics)

  • Training Activity (for training statistics)

• Customize the report:

  • Executive Report Name

  • Date Range

  • Date Created, Company Name

• Click Save Report.

If you want both Phishing Activity and Training Activity manager reporting, create two separate Executive Reports (one per metric).

Step 2: Schedule the Report to Send to Managers

After the Executive Report is saved, schedule it for delivery.

• Go to Reports > Scheduled Reports

• Click + NEW

• Fill the schedule settings:

  • Schedule Name

  • Frequency (One Time, Weekly, Every two weeks, Monthly, Quarterly)

  • Report Type: Executive Report

  • Report: Select your Manager Executive Report

  • Schedule Time and Timezone

  • (Optional) Enable Region-Aware Time Zone Delivery

• In Send to Manager:

  • Select the managers who will receive the report

• Click Save.

After saving:

• Managers receive the first email shortly after (then continue based on the selected frequency).

• Each manager’s report reflects their team members, based on the Manager fields you set under Target Users.

FAQs

Q: What must be configured before Manager Reporting works?

A: Target users must have Manager First Name, Manager Last Name, and Manager Email filled in under Company > Target Users. Without these required fields, the platform cannot generate and route reports to managers.

Q: Can I include both Phishing Activity and Training Activity in one manager report?

A: No. You can select only one Manager Metric per Executive Report. Create two Executive Reports if you need both.

Q: Who receives the report?

A: Only the managers selected in Send to Manager in the scheduled report settings will receive the email.

Q: What data will the manager see?

A: The manager receives team-level statistics related to the selected report type, such as:

• Phishing simulation performance (Phishing Activity), or

• Training progress/completion (Training Activity)

Q: What if managers don’t receive the email?

A: Check these common items:

• Target users include Manager First Name, Manager Last Name, and Manager Email under Company > Target Users page.

• The Scheduled Report is Active

• The scheduled time/timezone is correct

• The correct Executive Report (with Manager Metrics) is selected

Q: Can manager info be synced automatically?

A: Yes. You can sync manager attributes via SCIM using Entra ID. Follow the SCIM integration guide: https://doc.keepnetlabs.com/next-generation-product/platform/company/company-settings/scim-settings/azure-ad-scim-integration