Executive Reports

Executive Reports Overview

On the Executive Reports tab, you can add, resize, and rearrange widgets to create custom executive reports. The widgets allow you to display your organization’s phishing, training, and risk score metrics. You can also add supporting titles, subtitles, text, and tables. The reports can then be printed as a PDF file or scheduled to be printed later.

Note: Data from your KMSAT console can take up to 24 hours to process and display in your executive reports.

See the sections below to learn about creating executive reports.

System Executive Report Templates

The Executive Reports tab includes three system report templates. For more information about these reports, see below:

  • Security Admin Report: This report template includes information such as your organization’s training completion, Risk Score trend, Phish-prone Percentage, and Phishing Security Test (PST) results.
  • CISO Report: This report template includes information such as your organization’s Risk Score trend, risk score, training completion, training status, PST results, and Phish-prone Percentage.
  • Team Manager Report: This report template includes information such as the Risk Score, training completion, PST results, and Phish-prone Percentage for each of your manager’s teams.

To view these report templates, click the drop-down menu in the top-left corner of the Executive Reports tab and then select the report you want to view. While you're unable to change the system report templates, you can still make edits and then save your changes under a new report name.

Executive Reports Widgets

You can customize your executive reports using widgets. Click the tabs below to learn about the widgets that you can add to your executive reports.

The Title and Logo widget allows you to add titles, subtitles, and your company logo to your report.

To learn how to customize this widget, see the screenshot and list below:

  1. Show Logo: Select this check box to display your company logo. To learn how to add your company logo, see our How to Add Your Company Logo, Logo URL, and Brand Color to Your Console article.
  2. Executive Report Templates: Use this drop-down menu to add a template.
  3. Body: Enter any text that you’d like in our What You See is What You Get (WYSIWYG) editor.
  4. Preview: View a preview of what the widget will look like in your report.

The Training Metrics widget allows you to add a training activity graph or table to your report. To learn how to customize this widget, see the screenshot and list below:

  1. Override selected report settings for Group, Start Date, and End Date: Enable this setting to set the Group, Start Date, and End Date fields for the widget instead of using the default report settings.
  2. Value Type: Use this drop-down menu to select the value type you would like to view for your selected criteria. For example, you can view the total time spent on training or the percentage of completed training.
  3. Category: Use this drop-down menu to select the category you would like to view data for. For example, you can view data for training campaigns or departments.
  4. Grouped By: Use this drop-down menu to select how you would like to group data for your selected category. For example, you can group data by email address for each department.
  5. Groups: Use this drop-down menu to select one or more groups that you would like to include in your graph or table.
  6. Title: Enter a title for your graph or table.
  7. Chart Type: Use this drop-down menu to select how you would like to display your data.
    • When using a table, you'll find two more options under Additional Filters:
      • Show totals for Category selection: Use this filter to calculate a total for the variable selected from the Category drop-down menu.
      • Show totals for Grouped By selection: Use this filter to calculate the total for the variable selected from the Grouped By drop-down menu.
    • If the value type includes percentages, the total is displayed as a weighted average. This weighted average considers multiple factors, such as how many pieces of content are in a training campaign or how many users have received a specific Phishing Security Test.
      Note: We use weighted averages because a simple average could be misleading. Simple averages treat all percentages the same, regardless of the number of users in a campaign. The weighted average considers the number of users involved and more accurately represents the information.
  8. Include Archived Users?: Enable this setting to include archived users in your graph or table.
  9. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, this setting could allow users without a value in the Department field to display.
  10. Start Date: Click the calendar icon to select a start date.
  11. End Date: Click the calendar icon to select an end date.
  12. Date Interval: Use this drop-down menu to select the date range you would like to group your data by.
  13. Top Results: Use this drop-down menu to display only the top 5, 10, or 100 results for your selected criteria. All results are displayed by default.
  14. Training Campaigns: Use this drop-down menu to select one or more campaigns to include in this report. You can also select the additional criteria Campaign Training, Optional Learning, or AIDA Optional Learning.
  15. Preview: View a preview of what the widget will look like in your report.

The Phishing Metrics widget allows you to add a phishing activity graph or table to your report. To learn how to customize this widget, see the screenshot and list below:

  1. Override selected report settings for Group, Start Date, and End Date: Enable this setting to set the Group, Start Date, and End Date fields for the widget instead of using the default report settings.
  2. Value Type: Use this drop-down menu to select the value type you would like to view for your selected criteria. For example, you can view the Phish-prone Percentage or the percentage of reported PSTs in a phishing campaign.
  3. Category: Use this drop-down menu to select the category you would like to view data for. For example, you can view data for phishing campaigns or departments.
    • The Detailed Phishing Test Result category displays the types of phishing failures and the number of times those failures occurred.
  4. Grouped By: Use this drop-down menu to select how you would like to group data for your selected category. For example, you can group data by email address or PST failure type.
  5. Groups: Use this drop-down menu to select one or more groups that you would like to include in your graph or table.
  6. Title: Enter a title for your graph or table.
  7. Chart Type: Use this drop-down menu to select how you would like to display your data.
    • When using a table, you'll find two more options under Additional Filters:
      • Show totals for Category selection: Use this filter to calculate a total for the variable selected from the Category drop-down menu.
      • Show totals for Grouped By selection: Use this filter to calculate the total for the variable selected from the Grouped By drop-down menu.
    • If the value type includes percentages, the total is displayed as a weighted average. This weighted average considers multiple factors, such as how many pieces of content are in a training campaign or how many users have received a specific Phishing Security Test.
      Note: We use weighted averages because a simple average could be misleading. Simple averages treat all percentages the same, regardless of the number of users in a campaign. The weighted average considers the number of users involved and more accurately represents the information.
  8. Include Archived Users?: Enable this setting to include archived users in your graph or table.
  9. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, this setting could allow users without a value in the Department field to display.
  10. Start Date: Click the calendar icon to select a start date.
  11. End Date: Click the calendar icon to select an end date.
  12. Date Interval: Use this drop-down menu to select the date range you would like to group your data by.
  13. Top Results: Use this drop-down menu to display only the top 5, 10, or 100 results for your selected criteria. All results are displayed by default.
  14. Preview: View a preview of what the widget will look like in your report.

The Risk Score Trend widget allows you to add a Risk Score data graph or table to your report. To learn how to customize this widget, see the screenshot and list below:

  1. Override selected report settings for Group, Start Date, and End Date: Enable this setting to set the Group, Start Date, and End Date fields for the widget instead of using the default report settings.
  2. Value Type: Use this drop-down menu to select the value type you would like to view for your selected criteria. For example, you can view the Risk Score for a department.
  3. Category: Use this drop-down menu to select the category you would like to view data for.
  4. Grouped By: Use this drop-down menu to select how you would like to group data for your selected category. For example, you can group data by organization.
  5. Groups: Use this drop-down menu to select one or more groups that you would like to include in your graph or table.
  6. Title: Enter a title for your graph or table.
  7. Chart Type: Use this drop-down menu to select how you would like to display your data.
  8. Include Archived Users?: Enable this setting to include archived users in your graph or table.
  9. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, this setting could allow users without a value in the Department field to display.
  10. Start Date: Click the calendar icon to select a start date.
  11. End Date: Click the calendar icon to select an end date.
  12. Date Interval: Use this drop-down menu to select the date range you would like to group your data by.
  13. Top Results: Use this drop-down menu to display only the top 5, 10, or 100 results for your selected criteria. All results are displayed by default.
  14. Preview: View a preview of what the widget will look like in your report.

The Text Block widget allows you to add text and tables to your report.

To learn how to customize this widget, see the screenshot and list below:

  1. Executive Report Templates: Use this drop-down menu to select a template. You can then customize the template to fit your needs. For more information about the templates, see the list below:
    • Title: Use this template to add a title, subtitle, and company logo. You can also use this template to add a custom logo within your text.
    • Recommendations: Use this template to add a list of recommendations for building a security awareness program.
  1. Body: Enter any text that you’d like in our What You See is What You Get (WYSIWYG) editor.

Creating Executive Reports

To create an executive report, you can create a new report or clone an existing custom report. For more information, see the subsections below.

Creating New Reports

To create a new report, follow the steps below:

  1. Log in to your KMSAT account and then navigate to Reports > Executive Reports.
  2. In the top-right corner of the page, click Create Report > New Report.
  3. In the Report’s Name field, enter a name for your report.
  4. Add at least one widget to your report. You can add as many widgets as you would like to customize your report. For more information, see the Adding Widgets section below.
  5. (Optional) Set your report settings. For more information, see the Report Settings section below.
  6. Click Save Changes in the top-right corner of the page.

Cloning Reports

To clone an existing custom report, follow the steps below:

  1. Log in to your KMSAT account and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to clone.
  3. In the top-right corner of the page, click Create Report > Clone Report.
  4. Enter a name for your new report.
  5. (Optional) Edit the report as needed. For more information, see the Customizing Executive Reports section below.
  6. Click Save Changes in the top-right corner of the page.

Customizing Executive Reports

You can add, remove, resize, and rearrange widgets to create custom executive reports. For more information, see the subsections below. 

Report Settings

You can select report settings that will apply to all widgets on your report. To select your report settings, follow the steps below:

  1. Log in to your KMSAT account and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to edit.
  3. Click Edit Report.
  4. Click + to expand the Report Settings menu. For more information about the report settings, see the screenshot and list below:
    1. Date Range: Use this drop-down menu to select a date range to use for the report.
    2. Font: Use this drop-down menu to select a font to use for the report.
    3. Font Size: Use this drop-down menu to select a font size to use for the report.
    4. Text Color: Use this drop-down menu to select a text color to use for the report.
    5. Groups: Use this drop-down menu to select the user groups to include in this report.
    6. PDF Layout: Use this drop-down menu to select the layout of your report when generating a PDF file. You can select from the two options below:
      • Select Manual if you would like to preview the PDF files and manually adjust the widget layout. These PDF files will be in portrait orientation. For more information, see the Previewing Reports section below.
      • Select Automatic to generate PDF files with your current widget layout. These PDF files will be in landscape orientation.
  5. Click Save Changes in the top-right corner of the page.

Adding Widgets

You can add widgets to customize your report. Because the widgets are customizable, you can add the same widget to the report as many times as you would like.

To add a widget to your report, follow the steps below:

  1. Log in to your KMSAT account and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to edit.
  3. Click Edit Report.
  4. Select a widget to add to your report. For more information about the widgets, see the Executive Reports Widgets section above.
  5. Click Save Changes in the top-right corner of the page.

Editing Widgets

You can edit widgets on your report. To edit a widget on your report, follow the steps below:

  1. Log in to your KMSAT console and navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to edit.
  3. Click Edit Report.
  4. Hover your mouse over a widget until you see the crossed arrow icon.
  5. In the top-right corner of the widget that you would like to edit, click the gear icon.
  6. In the Customize Widget pop-up window that opens, edit the widget settings as needed. For more information about the widgets, see the Executive Reports Widgets section above.
  7. Click Save in the bottom-right corner of the pop-up window.
  8. Click Save Changes in the top-right corner of the page.

Removing Widgets

You can remove widgets from your report. To remove a widget from your report, follow the steps below:

  1. Log in to your KMSAT console and navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to edit.
  3. Click Edit Report.
  4. Hover your mouse over a widget until you see the crossed arrow icon.
  5. In the top-right corner of the widget that you would like to remove, click the x icon.
  6. Click Save Changes in the top-right corner of the page.

Resizing Widgets

You can adjust the sizes of widgets to emphasize specific widgets, fit widgets next to each other, or organize widgets in a way that helps you understand your organization’s data.

To resize a widget in your report, follow the steps below:

  1. Log in to your KMSAT console and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report you would like to edit.
  3. Click Edit Report.
  4. Click and drag inwards, outwards, upwards, or downwards until the widget is your preferred size.
  5. Click Save Changes in the top-right corner of the page.

Rearranging Widgets

You can rearrange widgets on your report to display them in any order you would like. To rearrange a widget on your report, follow the steps below:

  1. Log in to your KMSAT console and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report you would like to edit.
  3. Click Edit Report.
  4. Hover your mouse over a widget until you see the crossed arrow icon.
  5. Click and drag the widget in any direction until the widget is at your preferred location.
  6. Click the Save Changes button in the top-right corner of the page.

Setting a Default Executive Report

You can set a default executive report. By default, this report will display when you access the Executive Reports tab. For example, if you have a report that you view daily and another report that you view monthly, you can set the report that you view daily as the default report to save time.

To set a default report, follow the steps below:

  1. Log in to your KMSAT console and navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to set as your default report.
  3. Select Set as Default.

Downloading Executive Reports

You can generate PDF files of your executive reports to download and print. By default, you have the option to preview the PDF files and manually adjust the layout of the widgets. But, you also have the option to use your current widget layout instead. For more information, see the subsections below.

Previewing Reports

You can preview a report and make changes before generating a PDF file. To preview a report, follow the steps below:

Note: The Preview PDF button will only display if the Manual option is selected for the PDF Layout report setting. For more information, see the Report Settings section above.
  1. Log in to your KMSAT console and navigate to Reports > Executive Reports.
  2. Create a new report or edit an existing report.
  3. Click Preview PDF to see how your report will look as a PDF file.
  4. (Optional) Make any needed changes to your report. For example, you can resize widgets to fit on one page instead of being divided across two pages.
  5. Click Preview PDF to exit the preview.
  6. If you made any changes, click Save Changes.

Generating PDF Files

To generate a PDF file, follow the steps below:

  1. Log in to your KMSAT console and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to download.
  3. In the top-right corner of the page, click Print to generate the PDF file.

In the top-right corner of your console, a notification bell will display when the report that you generated is ready to be downloaded. Your generated report can also be downloaded at any time from the Download Center. For more information, see the Download Center Guide article.

Sending and Scheduling Executive Reports

You can send executive reports to other users. You can also schedule executive reports to be generated and sent at a frequency, such as every month. For example, you may want to schedule a report to be sent to your executive team every month to keep them updated on your security awareness program.

To generate executive reports on a schedule, follow the steps below:

  1. Log in to your KMSAT console and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to schedule to be sent.
  3. In the top-right corner of the page, click Schedule Report.
  4. Fill out the fields on the New Scheduled Report page and then click Submit. For more information about these fields, see our How to Save and Send Reports article.

Deleting Executive Reports

You can permanently delete executive reports that you no longer need. To delete an executive report, follow the steps below:

Important: Once you delete a report, this action cannot be undone.
  1. Log in to your KMSAT console and then navigate to Reports > Executive Reports.
  2. In the top-left corner of the page, select the report that you would like to delete.
  3. Click Edit Report.
  4. Click Delete Report.

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