Executive reports, available Diamond level subscriptions, provide a central location for the data that is most important to you and your accounts. Executive reports are made up of widgets that allow you to display your organization’s phishing, training, and Risk Score metrics. You can also add supporting titles, subtitles, text, and tables. You can also save, print, and schedule your executive reports. 

Navigating Executive Reports

To learn how to navigate the Executive Reports subtab, read the list below:

1. In the top-left corner of the subtab, a drop-down menu lists three system report templates and all of your saved reports. Select a report name to view, edit, print, or schedule that report. 
2. Edit Report: You can edit nearly every aspect of your report, from the accounts included to how the widgets are organized on the page. For more information, see the Report Editor section of this article.
3. Create Report: From this drop-down menu, you can create a new report or make a clone of the report you are currently viewing.
4. Print: Click this button to generate a PDF file version of this report. When the report is ready, click the notification bell in the top-right corner to download the PDF file. For more information, see the Partner and Multi-Account: Download Center Guide. This report will be downloaded in the language set in your account settings. 
5. Schedule Report: This option allows you to send this report to members of your organization on a recurring basis. For more information about this process, see our Partner and Multi-Account: Save and Send Reports article.

To delete a created report, first click Edit Report. Then, click Delete Report in the top-right corner of the page. System report templates cannot be deleted.

System Report Templates

System report templates are premade reports that you can use or clone for your own purposes. To edit the template you are viewing, click Create Report and select Clone Report. Then, customize the cloned report to your liking. For more information, read the Report Editor section of this article. Read the list below to learn more about each template:

In the top-left corner of the Executive Reports subtab, you’ll find the system report templates listed below:

• Security Admin Report: Security administrators may want to track risky behavior, trends, and improvements over time. Widgets on this report show data such as training progress by department and phishing test results over time.
• CISO Report: A CISO may want to track an organization as a whole. Widgets in this report show data such as Risk Score trends and Phish-prone Percentages by organization.
• Team Manager Report: Managers may want to track the behavior of each member of their team. Widgets in this report show data such as training completion and Risk Score by user. 

Report Editor

On the report editor page, you can add widgets, select your report settings, and preview your executive report. For more information, read the list below:

1. Report Name: We recommend giving your report a short but descriptive title in this field. 
2. Widgets: Click on a widget button to add one to your report. You can add numerous widgets of the same type and edit them to fit your needs. For more information, read the Executive Report Widgets section of this article.
3. Report Settings: Expand this section to edit the timeframe, font, included accounts, and PDF layout. 
4. PDF Layout: From this drop-down menu, you can select Automatic or Manual formatting.
   • If you select Automatic, the PDF file will be in landscape orientation. 
   • If you select Manual, the PDF file will be in portrait orientation and the Preview PDF button will display at the top-right corner of this page. Click Preview PDF to see how the widgets align onto pages for printing. You can also resize and rearrange widgets while in this preview mode. 

Once you have customized your executive report, click Save Changes in the top-right corner of the page. 

Formatting Widgets

Widgets allow you to customize what data is shown and how it is displayed. Read the list below to learn how to format widgets:

• To customize a widget, click the gear icon in the top-right corner of the widget. 
• To remove a widget, click the X icon in the top-right corner of the widget.
• To resize a widget, click and hold the triangle in the bottom-right corner of the widget. Then, drag your cursor, and the widget will adjust in real time.
• To move a widget, click on the widget and drag it to another area of the page.

Executive Report Widgets

Each executive report is made up of highly customizable widgets. There are two text-based widgets: Title & Logo and Text Block. There are also three report-based widgets, which are listed below:

• Training Metrics: This widget includes a graph or table customized with training activity, such as time spent on training, training status, and assigned content. This data can be grouped and filtered by criteria like account, organization, and progress status. 
• Phishing Metrics: This widget includes a graph or table customized with phishing data such as Phish-prone Percentage, reported phishing tests, and phish failure types. This data can be grouped and filtered by criteria like account, organization, and email template. 
• Risk Score Trend: This widget includes a graph, table, or gauge displaying the Risk Score based on criteria like account, organization, and date range.

To learn more about each widget, read the subsections below.

Title & Logo Widget

By default, the Title & Logo widget includes who generated the report, the date, and your organization’s logo. You can use the text editor to write and format your own text.

The Show Logo checkbox at the top of the page uses the company logo that has been uploaded to your account settings. For more information, see our article titled Add Your Company Logo, Logo URL, and Brand Color to Your Console.

Below the text editor, you’ll find a preview of this widget. The preview automatically updates as you write and format your text. When you’re finished customizing your widget, click Save in the bottom-right corner of the window.

Training Metrics Widget

To learn how to customize the Training Metrics widget, read the list below:

1. By default, each widget uses the Report Settings selected. To change the account, start date, or end date for this widget, enable the toggle in the blue banner at the top of the window.
2. Value Type: Select the value to display in this widget, such as total time spent or percentage complete.
3. Category: Select how the data is sorted, such as by enrollment date or account.
4. Grouped By: Select how the data is grouped on this widget, such as by account or training campaign. 
5. Accounts: If you have enabled the toggle at the top of the page, you can select different accounts to display on this widget. 
6. Chart Type: Select how to display the data on this widget, such as in a table, bar graph, or pie chart. 
   • 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.
     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.
7. Additional Filters: Customize this widget further with options like the number of results to include or the date interval displayed. 
8. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, if you select Department as a category, users without a department listed will be included.
9. Show Totals: If you select Table as your chart type, you’ll find these additional settings:
   • 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.
10. Training Campaigns: Select All Campaigns or filter data by Campaign Training, Optional Learning, or AIDA Optional Learning.
    Note: At this time, partner and multi-admin accounts are unable to support the selection of specific campaigns.

At the bottom of the window, you’ll find a preview of this widget. The preview automatically updates as you set criteria and filters. When you’re finished customizing your widget, click Save in the bottom-right corner of the window.

Phishing Metrics Widget

To learn how to customize the Phishing Metrics widget, read the list below:

1. By default, each widget uses the Report Settings selected. To change the account, start date, or end date for this widget, enable the toggle in the blue banner at the top of the window.
2. Value Type: Select the value to display in this widget, such as Phish-prone Percentage or the total count.
3. Category: Select how the data is sorted, such as by phishing test result or organization.
4. Grouped By: Select how the data is grouped on this widget, such as by account or phishing campaign. 
5. Accounts: If you have enabled the toggle at the top of the page, you can select different accounts to display on this widget. 
6. Chart Type: Select how to display the data on this widget, such as in a table, bar graph, or pie chart. 
   • If the value type includes percentages, the total is displayed as a weighted average. This weighted average considers multiple factors, such as 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.
7. Additional Filters: Customize this widget further with options like the number of results to include or the date interval displayed. 
8. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, if you select Department as a category, users without a department listed will be included.
9. Show Totals: If you select Table as your chart type, you’ll find these additional settings:
   • 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.

At the bottom of the window, you’ll find a preview of this widget. The preview automatically updates as you set criteria and filters. When you’re finished customizing your widget, click Save in the bottom-right corner of the window.

Risk Score Trend Widget

To learn how to customize the Risk Score Trend widget, read the list below:

1. By default, each widget uses the Report Settings selected. To change the account, start date, or end date for this widget, enable the toggle in the blue banner at the top of the window.
2. Value Type: The value for this widget is automatically set to Risk Score.
3. Category: Select how the data is sorted, such as by calculated on or account.
4. Grouped By: Select how the data is grouped on this widget, such as by account or location. 
5. Accounts: If you have enabled the toggle at the top of the page, you can select different accounts to display on this widget. 
6. Chart Type: Select how to display the data on this widget, such as in a table, bar graph, or gauge. 
7. Additional Filters: Customize this widget further with options like the number of results to include or the date interval displayed. 
8. Include items with blank values: Enable this setting to display items that have blank values for your selected criteria. For example, if you select Department as a category, users without a department listed will be included.

At the bottom of the window, you’ll find a preview of this widget. The preview automatically updates as you set criteria and filters. When you’re finished customizing your widget, click Save in the bottom-right corner of the window.

Text Block Widget

By default, the Text Block widget includes a list of recommendations for building a strong security awareness program. This widget is a free-form text field where you can add text, tables, images, links, and more. You can also copy and paste information directly into this field. Read the list below for ideas on how to use this widget:

• Link to other relevant reports or documents.
• Link to other areas of the KnowBe4 console.
• Explain key concepts and link to knowledge base articles.
• Provide details about compliance requirements and best practices.