The SecurityCoach > Reports subtab contains Real-Time Coaching Activity reports to monitor your organization's real-time coaching data. You can customize these reports to display specific data based on criteria like real-time coaching campaigns, user groups, or delivery methods. Select Real-Time Coaching Report > Source Data to access this report.

You can export your Real-Time Coaching Activity report as a CSV file for future use. You can also save this report, send it, and schedule it to send. For more information, see our Save and Send Reports article.

Customize the All Real-Time Coaching Activity Report

When you create a Real-Time Coaching Activity report, you can select filters to refine the data in the report further. To learn more about applying filters to, exporting, and saving this report, see the screenshot and list below:

1. Report type: Use this filter to choose your report type.
2. Real-Time Coaching Campaigns: Use this filter to select specific campaigns to include in this report or keep the default section to include all real-time coaching campaigns.
3. User Groups: Use this filter to select the user groups to include in this report.
4. User Status: Use this filter to select the user statuses to include in this report. You can select from All User Statuses, Active, or Archived.
5. Date Range: Use this filter to select the date range of this data.
6. Add Filter: Use this drop-down menu to add additional optional filters to your report.
7. Delivery Methods: Use this filter to select the delivery methods to include in this report. You can select from All Delivery Methods, Email, Slack, Microsoft Teams, and Google Chat.
8. User Groups Criteria: Use this filter to select the group type to include in your report. You can select from All Group Types, Console, Smart Groups, or User Provisioning.
9. Export as: Use this button to export the generated report as a CSV file. Generated CSV files will be available for download in the Download Center. For information, see our Download Center Overview.
10. Save Report: Use this button to save the report to your Saved Reports tab. For more information, see our Save and Send Reports article.

Review the Real-Time Coaching Activity Report for SecurityCoach

Once you apply your filters and the report has been generated, a table will display below the filters with information about your organization’s rule detections. You can customize this table by selecting which columns to display using the Manage Columns drop-down menu.

From the drop-down menu, you can select and deselect which column data should be displayed in the table.