How to use the Automated Executive Report feature?

Managing your organization’s security awareness performance just got easier. With the Executive Report feature, you can quickly view and share performance metrics across simulations, training, and user susceptibility—all from one central location.

In this guide, we’ll walk you through how to access, customize, download, and schedule the Executive Report.

Step 1: Access the Executive Report

1. From your Dashboard, click on Reports in the main menu.

2. Select Executive Report from the available report types.

   
   

Step 2: Customize the Report

To tailor the report to your needs:

1. Click the Filter button located near the Search Users bar.

2. You can filter the report by:

   • User Name or Email Address

   • Department

   • Date Range

     
     

Executive Report Sections Explained

The Executive Report includes six customizable sections that provide detailed insights into your organization's cybersecurity awareness and performance. Here's what each section includes:

1. Simulation Report

   • This section provides a high-level overview of how your team performed in recent phishing simulations.

   • You can filter results by simulation type:

     • Links: Tracks interactions with phishing links.

     • Attachments: Monitors if team members opened or downloaded malicious attachments.

     • Replies: Detects whether users responded to phishing emails.

2. Failure Report

   • Offers a summary of failures across the organization.

   • Breaks down results by department to show which teams are most at risk.

   • Helps identify broader patterns in employee behavior during simulations.

3. Failure Details

   • Provides a drill-down view of individual failures.

   • Lists specific employees who failed simulations, along with the type of failure and date.

   • Useful for targeting additional training where it’s needed most.

4. Training Report

   • Displays metrics for employee participation in cybersecurity training.

   • Shows who has started, completed, or not yet engaged with assigned courses and lesson plans.

   • Helps track training compliance and engagement across the team.

5. Susceptibility Report

   • Analyzes both individual and team-level vulnerabilities to phishing threats.

   • Provides insight into users who consistently fail simulations or show high-risk behaviors.

   • Enables proactive intervention to reduce organizational risk.

6. Policy Report

   • Tracks acknowledgment and completion of required security policies.

   • Shows which users have signed off on key documents like acceptable use, password, and remote work policies.

   • Ensures policy compliance across the organization.

Each section can be tailored to focus on specific time frames, user groups, or training campaigns, giving you a powerful tool to monitor and improve your cybersecurity posture.

Once you've set your filters, click Set Filter to save your selection.

Step 3a: How to Download an Executive Report

After customizing your filters:

To Download:

• Click the Download button.

• If the download takes less than 20 seconds, the report will save directly to your device.

• If it takes more than 20 seconds, the report will be emailed to the address listed in the Recipients field.

Step 3b: How to Email an Executive Report

Follow these simple steps to email an executive report.

Step-by-Step Instructions:

1. Click the Email Button

   • This opens the Email Report dialog.

2. Set the "When" Schedule

   • Choose how often the report should be sent:

     • Now: Sends the report immediately.

     • Daily, Weekly, or choose Custom for your own schedule.

3. Choose the Start Date

   • Under Begin Sending, select the date you want the automation to begin.

   • Leave it blank if you want the report to start sending right away.

4. Enable Sliding Range (Optional)

   • Turn Sliding Range ON if you want the report to always use a new date range based on your filter and schedule.

   • This is helpful if you're sending reports regularly and want them to reflect the most recent data.

   • If OFF, the report will always pull all available data up to the current date.

5. Set the Schedule Time

   • Choose the exact time you want the report to be sent, if you didn't choose "Now" in step 2.

6. Enter Recipient Emails

   • Type in the email addresses of the people who should receive the report.

   • Use commas to separate multiple email addresses.

7. Customize the Subject and Message (Optional)

   • You can write your own subject line and message.

   • If left blank, the system will use a default message.

8. Preview the Message

   • Click Preview to see what the email will look like.

   • Then click Done to return to the main screen.

9. Click Send

   • This will finalize the setup and schedule the report.

10. Check the Report Configuration Table

    • After sending, the report schedule will appear in the configuration table so you can review or edit it later.

Summary

The Executive Report feature helps leaders like you make data-driven decisions about security awareness performance. Whether you're running a one-time check or automating regular updates, this tool gives you clear visibility into your team's cybersecurity readiness.

Need help or want to explore other reports? Drop us a message—we’re here to help.