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Reporting & data exports

Updated

Here you will find further details about the different Reports which can be downloaded from the Analytics dashboards.

For E-Learning and Phishing Simulation we provide a general PDF report that includes the charts shown on the respective Analytics page as well as data reports in the form of Excel sheets or comma separated text files.

Report types

PDF

The PDF export is essentially your Analytics page as a single PDF document. It also features a legend at the bottom that explains the individual metrics briefly.

PDF export of the Phishing Simulation Analytics page, showing Core metrics cards for Click rate at 12.8 percent, Interaction rate at 42.6 percent, and Reporting rate at 54.3 percent, each compared against an industry benchmark.

KPI data

The KPI data export includes all important KPI data in a machine-readable file.

For Phishing Simulations, this includes the click rate, interaction rate, reporting rate, and many more. The file also contains template-specific data.

KPI data export file for a Phishing Simulation campaign, listing Campaign, Client, and Period fields, followed by Dispatch rate at 100 percent, 10,080 of 10,080 sent, and Error rate at 0.1 percent with 10 undeliverable emails.

For E-Learning, this includes an overview of the campaigns you selected.

KPI data export file for an E-Learning campaign, showing Registration rate at 75 percent, Starting rate at 91 percent, Completion rate at 53 percent across 16 active modules, and an average result of 90 out of 100.

Data

Note: Depending on your data privacy settings, some data may not be available.

For Phishing Simulations, the raw data export includes all emails sent with full records of which template was used, which user group the recipient was in, when it was sent, how it was interacted with etc. See the screenshot below for an example.

One example row from the Phishing Simulation raw data export, showing columns for template and recipient details plus engagement fields such as Sent, Opened, Clicked, Interacted, and Reported, alongside User Group, Tenant, and Campaign.

For E-Learning, the raw data export includes all users from the selected campaigns alongside their learning progress.

Example row from the E-Learning raw data export, with columns for user name, email address, user group, registration date, results score, and modules passed, showing one user who completed all assigned modules.

How to download reports

The procedure for downloading reports is the same for E-Learning and Phishing Simulation Analytics and pretty simple.

  1. Filter data by campaign and date range
    By default, the Analytics will show your currently active campaign. This is shown below Phase. Select that box to select any campaigns you’re interested in or choose Cumulative to get all data.
    In addition, you can apply a date filter. To do so, select the date picker below Date range.

For technical reasons, the date filter cannot be applied to E-Learning raw data exports. It works in all other scenarios.

  1. Choose which type of report to download
    Select the Downloads button at the top right and a list of options will be shown. See the section above for more information about which information which type of report contains.

Analytics page with Phase set to Campaign One and a Date range filter, and the Downloads button highlighted in the top right. Its open menu lists Generate PDF, and Download data or Download KPI Data in both csv and xlsx formats.

  1. For Download data only:
    After you select Download data, you will be shown a preview of the data export. You can customize the columns that will be included in the export by selecting Edit Columns. Select Save once you’re happy with your selection and then Download CSV or Download XLSX. You will see a notification stating that your export is being prepared, which can take a few minutes. You will receive an email with a download link once it’s ready. In addition, all exports from your last 7 days are available to download by navigating to Analytics / Exports.

Simulation export preview for Campaign One across all historical data, with Edit Columns and Download CSV buttons above a privacy note about unavailable user metrics. Example rows show Tenant, Campaign, Template ID, Template Name, Subject, and Sender columns.
Analytics Exports page listing requested downloads, with two All Data Download CSV entries for the Simulation product both marked Ready with a Download button, covering 21 and 22 column scopes over all historical data.

Archived campaigns

After the end of a campaign, its data gets archived. If you select such a campaign, the following banner will be shown.

Blue info banner stating this campaign has been archived, shown when an archived campaign is selected in Analytics.

Most data will continue to be available, both in the regular Analytics and in any exports. One thing to note is that the raw data export is based on live data, so information such as user groups might not reflect the state at the time of the campaign but rather the current state.

For instance, if a user was part of group A during a campaign but has since moved to group B, exports for the archived campaign will show them as a member of group B.

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