Data Browser
Table of Contents
- Introduction
- Creating a Data Browser Report
- Viewing/Downloading a Data Browser Report
- Cloning a Data Browser Report
- Editing an Existing Data Browser Report
- Deleting a Data Browser Report
Introduction
The Infosec IQ platform provides the ability to create custom reports through the Data Browser page. The Data Browser functionality can be used to present filtered data points (for Learners , Groups , Timeline or Phishing Attempts ) in a spreadsheet format to make reports that to meet your specific needs.
To view the list of current Data Browser Reports, navigate to Data Browser under the Analytics tab.
Creating a Data Browser Report
Follow the steps below to create a custom Data Browser Report.
- Click the New Report button.
- Enter a Report Name .
- Use the drop-down arrow to select a Primary Object . The object selected will determine the type of data that can be included in the Report.
- Click Next Step to continue.
- In the B: Related Object section, use the drop-down arrow to select whether you would like to filter based on a Related Object type.
- If you selected Learners as your Primary Object, you can choose between No Related Object , Groups and Timeline as the Related Object option.
- If you selected Groups as your Primary Object, you can choose between No Related Object and Learners as the Related Object option.
- If you selected Timeline as your Primary Object, you can choose between No Related Object and Learners as the Related Object option.
- If you selected Phishing Attempts as your Primary Object, you cannot select any Related Objects.
Note: Selecting a Related Object will add the option to choose Report field options for the Related Object in addition to those belonging to the Primary Object.*
- Select your A/B Relationship (Primary/Related Object relationship) to determine whether the Report will only display records for Primary Objects which also contain data relating to the chosen Related Object, or if the Report will display all Primary Objects regardless of Related Object information. The Relationship Preview contains a Venn diagram detailing each relationship choice.
Example: Say you have chosen Learners as your Primary Object and Groups as your Related Object. If you select Each “A” record must have at least one related “B” record as your A/B Relationship option, learners who are not assigned to any Groups will not be displayed in the final Report, even if they meet all of the Report filter criteria. In contrast, switching the A/B Relationship to “A” records may or may not have related “B” records would display learners regardless of their Group association (unless you choose to filter the Report results based on a specific Group).
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When you are satisfied with your object relationship settings, click Next Step .
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Use the options displayed in the Field section to select what data fields to display in your Report. The available Field options will differ depending on your choice of Primary Object. If you have selected a Related Object, the Field options associated with that object will appear in addition to the Primary Object options. Click the plus icon to add a Field to the Report and the x to remove a field from the report.
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In the Filters section, select the Filter Relationships . This option controls how multiple filters interact. Selecting “And” means that all filters selected will have to be true for a learner to appear in the Report. Selecting “Or” means that if any of the filters are true, the learner will show in the Report.
Note: If a learner is excluded from the Report based on your Related Object settings, they will not appear on the Report even if they match all defined filters.*
- You can add filters by filling out the Field , Operator and Values options and clicking the plus button. More than one filter can be selected, and you can remove unwanted filters by clicking the X icon.
- The Delivery section allows you to decide whether or not you would like to email weekly Reports to your Infosec IQ administrators. To enable this functionality, check the box next to Email this output to account administrators once a week .
- If you are enabling the Delivery functionality, you can also define which admins you would like to receive the weekly Reports by moving the desired admin email addresses into the Selected Admins box (move an email address between boxes by clicking on the target email address). All Admins will be selected by default.
- If you would like to test your Delivery settings, click Send Test Email to send a test email to all currently-selected admins.
- When you are satisfied with your Report settings, click Create Report .
Viewing/Downloading a Data Browser Report
Follow the steps below to view and download a Report.
- Hover over the Report you wish to view and click the Details icon.
- The resulting page will display the information contained in your chosen Report. On this new page, you can click the Download as CSV button to download a copy of the Report, or click the Print icon to print the Report.
Cloning a Data Browser Report
Follow the steps below to create a copy of an existing Report.
- Hover over the Report you wish to clone and click the Clone icon.
- A copy of the chosen Report with the name [cloned Report name] Clone will appear in the Report list. You can modify your new Report copy without affecting the original Report.
Editing an Existing Data Browser Report
Follow the steps below to modify a Report.
- Hover over the Report you wish to edit and click the Edit icon.
- Use the Report Creator to modify the Report and save your changes by clicking the Save Report button.
Deleting a Data Browser Report
Follow the steps below to delete a Report.
- Hover over the Report you wish to remove and click the Delete icon. The Report will be deleted immediately (without any confirmation window) once you click the icon, so be sure you wish to remove the report before completing this step.
- The deleted Report will no longer appear in the Report list.