How to Turn on Automated Reports
To enable automated reports in the client portal, navigate to the Reporting screen, toggle on the Monthly or Weekly reports, select optional contents like Historical data tables or Phishing PDF Reports, and add multiple email recipients separated by commas to receive the reports via email.
Turning on Reporting
Turning on reporting is important to keep you and your clients in the loop on training and phishing campaigns.
Steps to Enable Automated Reports
- 1.At the client portal, navigate to the Reporting screen by opening the menu on the left-hand side and clicking Reports.
- 2.Once in the Reporting area, you can configure Monthly and Weekly reports separately.
- 3.The first step is to toggle the report on, where it says "Enable Monthly Report".
- 4.Then include optional report contents:
- Historical data table and Users to Watch are tables that will be added to the PDF report. If you'd like to check out examples of the PDF reports, click here.
- CSV reports will generate as a separate attachment. You can see examples of what these look like here.
- The Phishing PDF Report is a more detailed view of phishing results that generates as its own PDF.
- 5.Add report recipients who will receive an email with the selected reports. Multiple email addresses can be added at once by separating them with commas.
If you'd like to check out examples of our reports click here.