PhishSim and AwareEd Reports

[emma.waite.1 (Emma Waite)]

PhishSim and AwareEd Reports

Table of Contents

• Introduction
• Creating a Summary Report
• Creating a Run Events/Status Report
• Viewing a created report
• Editing an existing report
• Cloning an existing report
• Deleting a report

Introduction

Note: These reports are considered legacy functionality and are on a path to eventual deprecation. We will notify clients of the deprecation schedule when the time comes. It is strongly recommended to use My Dashboards for all reporting needs.

Infosec IQ allows you to generate reports for PhishSim and AwareEd Campaigns, which is useful in the event that you are required to provide documentation to prove you are implementing security awareness training (often needed for compliance audits). All Reports can be exported to CSV files for long-term retention.

Below are the types of reports that can be created for PhishSim and AwareEd Campaigns:

• AwareEd Campaign Summary: Provides a high-level overview of selected AwareEd campaigns of the total and percentage of learners who started and completed the training
• PhishSim Campaign Summary: Provide a high-level overview of selected PhishSim campaigns. The report will display information on the percentage and count of learners that avoided, opened or were phished by a PhishSim email.
• AwareEd Run Status: Provides the completion status for each individual learner for the selected campains
• PhishSim Run Events: Provides the phishim events and the associated dates for each invdividual learner in the selected campaigns

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Creating a Summary Report

Follow the steps below to create either a PhishSim or AwareEd Summary Report.

1. Navigate to the Reports dropdown menu and select Reports
2. Click the New Report button.
3. Enter a Report Name and use the Report Type drop-down arrow to select either PhishSim or AwareEd Campaign Summary .
   
4. Select which Campaign(s) to include in the report by clicking on the desired campaign(s) in the Available Campaigns box. Once selected, the campaign name will appear in the Selected Campagins box. All Campaigns will be selected by default.
   
   
5. In the Run Selection section, choose which Campaign runs you wish to include in the Report. If you choose Last Number of Runs , Last Number of Days or Date Range you will be prompted to define additional information regarding the range of runs/dates you wish to include.
   
   
6. In the Display section, select each item you want to be displayed in the Report. There are a variety of display options to choose from depending on what specific metrics are important.

Note: There are a handful of options that are enabled by default (see AwareEd Summary example below)

7. If you wish to preview your Display selections, click the Test in Browser button.

8. 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 below. Once enabled, an admin can define which admins, or report recipients, the reports should get sent to on a weekly basis:
   
   

Note: “All Admins” includes all account administrators and report recipients

10. When you are satisfied with your Report settings, click Save Report .

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Creating a Run Events/Status Report

Follow the steps below to create a custom PhishSim Run Events Report.

1. Click the New Report button.

2. Enter a Report Name and use the Report Type drop-down arrow to select either PhishSim Campaign Run Events or AwareEd Campaign Run Status .
   

3. Select which Campaign(s) to include in the report by clicking on the desired campaign(s) in the Available Campaigns box. Once selected, the campaign name will appear in the Selected Campagins box. All Campaigns will be selected by default.
   

   

4. Select which Learner Groups to include in the report by moving the desired Groups into the Selected Groups box (move a Group between boxes by clicking on the target Group). All Learners will be selected by default.
   

   

5. In the Run Selection section, choose which Campaign runs you wish to include in the Report. If you choose Last Number of Runs , Last Number of Days or Date Range , you will be prompted to define additional information regarding the range of runs/dates you wish to include.
   

   

6. PhishSim Campaigns: The Event Filters section allows an admin to filter on what specific event(s) should be captured in the report
   AwareEd Campaigns: The Status Filters section allows an admin to filter on what specific training status(es) should be captured in the report

7. In the Display section, select each item you want to be displayed in the Report. There are a variety of display options to choose from depending on what specific metrics are important.

Note: There are a handful of options that are enabled by default

8. If you wish to preview your Display selections, click the Test in Browser button.
9. 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 below. Once enabled, an admin can define which admins, or report recipients, the reports should get sent to on a weekly basis:
   
   

Note: “All Admins” includes all account administrators and report recipients

11. When you are satisfied with your Report settings, click Save Report .

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Viewing Reports

Follow the steps below to view an existing Report.

1. Hover over the Report you wish to view and click the Details icon.
2. A new page will open in your browser, displaying the information contained in your chosen Report. On this new page, you can click the Generate CSV button to download a copy of the Report.

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Editing an Existing Report

Follow the steps below to modify an existing Report.

1. Hover over the Report you wish to edit and click the Edit icon.
2. The New Report editor will open, containing the chosen Report. Make any desired edits and click Save Report to finalize your changes.

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Cloning a Report

Follow the steps below to create a copy of a Report.

1. Hover over the Report you wish to clone and click the Clone icon.
2. The New Report editor will open, containing identical settings to those of the cloned Report, and with a name of [cloned Report name] Clone. Make any desired edits and click Save Report to finish creating your copy.

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Deleting a Report

Follow the steps below to delete a Report.

1. Hover over the Report you wish to remove and click the Delete icon.
2. In the resulting popup window, click Delete to confirm the removal of the chosen Report.

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