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

     
     

Available Report Sections:

There are 5 key sections in the Executive Report that you can customize:

1. Simulation Report: View your team’s phishing simulation performance. Filter by simulation type:

   • Links

   • Attachments

   • Replies

2. Failure Report: Get organization-wide and department-level metrics on phishing simulation failures.

3. Failure Details: Zoom in on individual team members' simulation failure data.

4. Training Report: View progress and completion metrics for courses and lesson plans.

5. Susceptibility Report: Analyze individual and team susceptibility insights to identify vulnerabilities.

   
   

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

Step 3: Download or Email the 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.

  
  

To Email:

1. Click the Email button.

2. Under "When", choose a frequency:

   • Now (sends immediately)

   • Daily, Weekly, or a custom frequency

3. Specify when the schedule should begin (if not "Now").

4. Enter recipient email addresses (comma-separated).

5. (Optional) Customize the Subject and Email Message.

   • If left blank, a default subject and message will be used.

6. Click Preview to see the message, then click Done.

7. Click Send to finalize and trigger the report.

Once completed, the Report Configuration Table will update with the new scheduled report.

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.