Phin Security

PDF Reporting (With Examples!)

Phin's PDF Reporting feature enables admins to configure automatic monthly and weekly reports for specific companies that include high-level statistics, trend data on phishing and training performance, and optional detailed tables such as a twelve-month historical user data dump and a "Users to Watch" list, with customizable delivery times and recipient emails.

Overview

Phin allows admins to enable automatic monthly and weekly reporting. These reports provide general information about a specific company, including Security Awareness Training and Phishing Simulation statistics.

The report is divided into several pages that outline high-level stats, trends for phishing and training, and statistics for the current month. Reports can be configured to include additional data, such as a historical user data dump for the last twelve months and/or a table of “Users to Watch.”

Configuring Reports

To enable reports:

  1. 1.Go to the specific company’s “Reporting” page.
  2. 2.Configure monthly and weekly reports separately.
  3. 3.Set the time for report delivery.
  4. 4.Customize the report by including the “Historical User Data” table and/or “Users to Watch” table, as well as .csv files.
  5. 5.Add the email addresses of report recipients.

Report Data

High-Level Stats

The first page of the report displays high-level statistics for the company, including:

  • Number of users enrolled in phishing and training campaigns
  • Number of phishing emails sent in a month
  • Percentage of users who clicked on a simulated phishing email this month
  • Number of security awareness training courses assigned this month
  • Number of users who completed this month's training
  • Number of users who completed all assigned training for the last twelve months

Trend Data

The trend data page includes:

  • A bar chart showing the percentage of users who clicked on a phishing email in the last twelve months
  • A visual representation of the percentage of users who completed all assigned training in the last twelve months

Historical User Data and Users to Watch

  • The “Historical User Data” table lists all active users who have been assigned training or sent phishing test emails in the last 12 months, sorted alphabetically.
  • “Users to Watch” highlights users who are not up to date on their security awareness training or who clicked on a phishing test this month.
  • Enabling both charts will significantly increase the size of reports.

Additional Attachments

CSV Output of Raw Phishing Data

Optionally, you can include CSV output of detailed click data for further analysis. More information is available in the article “CSV Reporting (With Examples!).”

Phishing Data PDF

You can optionally include a PDF showing phishing results. This PDF can be included in monthly reports and ad-hoc reports, and contains the following information from the last month:

  • Number of unique users assessed
  • Number of simulated phishes sent
  • Number of simulated phishes clicked
  • Percentage of simulated phishes clicked
  • A stacked bar chart of the top five phishing templates
  • Data of the users included in all phishing simulation attempts

This option can be toggled on for both monthly and ad-hoc reports.

Sample Report

A sample report is available for reference.