How to Use Reporting
The Reporting feature provides actionable metrics and insight into the effectiveness of your security awareness training. Found under the Reports tab of your KnowBe4 console, you can use reporting to create many types of reports to meet the needs of your organization. These reports will help you understand where improvements need to be made to improve the strength of your human firewall.
Each report can be filtered by different criteria to display the precise information you are looking for. Reports can also be downloaded as a PDF or CSV. To learn more about these reports, use the links below to navigate this article or watch this video for a quick overview of this feature.
Jump to:
Navigating Reports
Report Categories and Types
FAQs
Navigating Reports
Follow these steps to view a report in Reporting:
- From your KnowBe4 console, navigate to the Reports tab.
- Find the type of report you would like to view by scrolling through the list or typing a keyword into the search bar.
- Click on a report to load your selected report.
- Select the report type and criteria from the drop-down menus to filter the report data. Then, click Submit to update the report.
- If you would like to download the report, scroll down to the bottom of the page and click on either Download Report (PDF) or Download CSV (CSV).
Report Categories and Types
This section outlines the various report categories, report types, available filters, and suggested use cases. From the list below, click on a category or report for more information.
Risk Score Reports
See our Risk Score Guide for details about how risk scores are calculated.
Risk Score By Group
Description: This report displays the average Risk Score of selected users.
Filters: User Groups and Date Range
Use Case: Determine your most at-risk users or groups and adjust or modify their Security Awareness Training.
Risk Score By Location
Description: This report displays the average Risk Score of selected users by location.
Filters: Locations and Date Range
Use Case: Identify risk patterns by location to help adjust or modify user Security Awareness Training. This may be used to help uncover the organizational need for more localized training content.
Risk Score By Riskiest User
Description: This report displays the ten users with the highest Risk Score in the selected accounts or groups.
Filters: User Groups and Date Range
Use Case: Determine your most at-risk users and adjust or modify their Security Awareness Training.
Group and User Report Cards
Group Report Cards
Description: This report displays a group summary of the following reports: Group Risk Score, Group Phish-prone Percentage, Group User Count, Top 5 Clicked Templates, and Training Status.
Filters: Group search and Date Range. Find the group you would like to view by scrolling through the list or typing a name into the search bar.
Use Case: This information can act as an executive summary to show overall organization risk and the status of your Security Awareness Training.
Note:
Due to the nature of the report, Group Report cards can only be downloaded as a PDF.
User Report Cards
Description: This report displays a user-specific summary of the following reports: User Risk Score, User Phish-prone Percentage, Top 5 Clicked Emails, and Training Status.
Filters: User search and Date Range. Find the user you would like to view by scrolling through the list or typing a name into the search bar.
Use Case: This information can be useful as an employee appraisal or review to show the user’s level of risk to the organization and to illustrate their Security Awareness Training progress.
Note:
Due to the nature of the report, User Report cards can only be downloaded as a PDF.
Phish-prone Percentage Reports
See our How is Phish-prone Percentage Calculated article for more information.
Phish-prone Percentage By Group
Description: This report displays the average Phish-prone Percentage of selected users.
Filters: User Groups and Date Range. You can also choose to view this data by campaign or training time.
Use Case: See how susceptible a specific group(s) is to phishing attacks. Use this information to determine if your users need more training time, or if their Phish-prone Percentage has improved over time.
Phish-prone Percentage By Training Time
Description: This report compares the time spent training to the average Phish-prone Percentage in the selected accounts or groups.
Filters: User Groups and Date Range.
Use Case: See how time spent in Security Awareness training changes the results of specific user groups compares with their Phish-prone Percentages.
Campaign Phish-prone Percentage
Description: This report displays the average Phish-prone Percentage by selected campaigns for selected users.
If “All Users” is selected instead of specific groups, your organization’s overall Phish-prone Percentage for the selected campaign(s) will be displayed.
Filters: Campaigns, User Groups, and Date Range. You can also select Combine Results to calculate your selections together as one factor. The report will display the Phish-prone Percentage overtime for the combined results.
Use Case: Identify which phishing campaign(s) caused the most phishing test failures. Use this information to pinpoint the type of training your users need the most or the type of attack method your users are most vulnerable to.
Initial Phish-prone Percentage
Description: This report displays the average Phish-prone Percentage for users' first phishing test.
Filters: Date Range.
Use Case: Use this information as a baseline to see how likely your users are to fail a phishing attack before being enrolled in Security Awareness Training.
Failure Types Report
Description: This report displays the number of failure types by campaign for selected users.
Filters: Specific Campaign(s), User Groups, and Date Range.
Use Case: Identify the different types of failures your users have over different campaigns. Use this information to reinforce user-specific training modules. Also, see what attack vectors your users are most susceptible to.
Phish-failure Percentage Reports
See our How Is Phish-failure Percentage Calculated? article for more information.
Overall Phish-failure Percentage
Description: This report displays the average Phish-failure Percentage of selected users.
Available Filters: User Groups and Date Range.
Use Case: See how likely a specific group is to fail a phishing attack. Use this information to determine if your users need more training time, or if their Phish-failure Percentage has improved over time.
Campaign Phish-failure Percentage
Description:
This report displays the average Phish-failure Percentage by selected campaigns for selected users
If “All Users” is selected instead of specific groups, your organization’s overall Phish-failure Percentage for the selected campaign(s) will be displayed.
Filters: Campaigns, User Groups, and Date Range. You can also select Combine Results to calculate your selections together as one factor. The report will display the Phish-failure Percentage over time for the combined results.
Use Case: Identify which phishing campaign(s) caused the most users to fail a phishing attack. Use this information to pinpoint which of your users need additional training or which campaign caused the most phishing failures.
Email Templates Sent Reports
Emails Sent By Template
Description: This report displays statistics for selected email templates used.
Available Filters: Email Template and Date Range.
Use Case: Use this information to keep track of past email templates used, and to determine which templates cause the most failures among users. If your users consistently accumulate a low amount of failures, but you have only been using one-star templates, you may want to increase the difficulty of the email template.
Emails Sent By Group
Description: This report displays email statistics for each selected group.
Available Filters: User Groups and Date Range.
Use Case: Use this information to keep track of how many email templates a specific group has received and the overall effectiveness of the phishing campaigns. This information may help identify how frequent or infrequent a specific group is enrolled in a phishing campaign.
Failures by Phishing Template Report
Description: This report is organized by phishing templates within the selected campaigns. The graph shows the number of failures by failure type.
Filters: Phishing Campaigns and Date Range.
Use Case: Use this information to see which template your users failed the most and evaluate why it caused users the most trouble. This can help determine if a template may be too advanced or too simple in relation to user training.
Training Status Overview Reports
Training Status Overview by Campaign
Description: This report displays users in the selected campaigns organized by their training status.
Filters: Training Campaigns and Date Range.
Use Case: Use this information to keep your users on track with their training. This can be useful when determining when to send training notifications or reminders.
Training Status Overview by Course
Description: This report is organized by the courses within selected campaigns. It displays the total number of users under each training status.
Filters: Training Campaigns and Date Range.
Use Case: Use this information to keep your users on track with their training course(s). This can be useful when determining when to send training notifications or reminders.
Training Status Overview by User Group
Description: This report displays the total number of users by group in each training status, for all campaigns.
Filters: User Groups and Date Range.
Use Case: Use this information to keep your users or specific groups on track with their training. This can be useful when determining when to send training notifications or reminders.
Training Status by Campaign
Description: This report is a list of users organized by training status.
Filters: Training Campaigns, User Groups, and Date Range.
Use Case: Use this information to keep your users on track with their training. This can be useful when determining when to send training notifications or reminders.
Training Comparison Reports
Phish-prone Percentage Comparison
Description: This report displays the average Phish-prone Percentage for trained and untrained users in the selected accounts or groups.
Filters: User Groups and Date Range.
Use Case: See how training affects your users by comparing the Phish-prone Percentage of untrained and trained users. This information may help when planning training campaigns and/or selecting training content.
Risk Score Comparison
Description: This report displays the average Risk Score for trained and untrained users in the selected accounts or groups.
Filters: User Groups and Date Range.
Use Case: See how training affects your users by comparing the risk score of untrained and trained users. This information may help when planning training campaigns and/or selecting training content.
Training Hours Reports
Description: This report displays the number of hours selected users have spent training. Training hours include any time spent on an assignment, regardless of completion status.
Groups will only be included in your report if there is relevant data available for that group.
Filters: User Groups and Date Range.
Use Case: Use this information to identify users who haven’t spent enough time in their Security Awareness Training. The number of training hours spent can reflect in a user’s Phish-prone Percentage or explain why a user is failing phish attacks.
Security Awareness Proficiency Assessment Reports
See our What is the Security Awareness Proficiency Assessment? article for more information.
Risk Score by Assessment Score
Description: This report compares the assessment score and risk score of each selected group.
Filters: User Groups and Date Range.
Use Case: See how your average assessment score compares to your average risk score. This information may help when planning training campaigns and/or selecting training content.
User Count by Assessment Score
Description: This report displays the number of selected users with scores in each assessment score range.
Filters: User Groups and Date Range.
Use Case: See how many users scored within a particular range on their assessment. This information may help when planning training campaigns and/or selecting training content.
Assessment Score by Knowledge Area
Description: This report displays the average assessment score of selected users for the selected knowledge areas.
Filters: Knowledge Areas, User Groups, and Date Range.
Use Case: See how the assessment score for each of the seven knowledge areas compares to one another. This information may help when planning training campaigns and/or selecting training content.
Assessment Score by Knowledge Area Over Time
Description: This report displays the average assessment score of selected users for the selected knowledge areas over time.
Filters: Knowledge Areas, User Groups, and Date Range.
Use Case: See how the assessment score for the seven knowledge areas has changed over time. This information may help when planning training campaigns and/or selecting training content.
Security Culture Survey Reports
See our What is the Security Culture Survey? article for more information.
Risk Score by Culture Score
Description: This report displays the culture score and risk score of each selected group.
Filters: User Groups and Date Range.
Use Case: See how your organization's culture score compares to your risk score. This information may help you develop your security culture.
User Count by Culture Score
Description: This report displays the number of selected users who scored within each culture score range.
Filters: User Groups and Date Range.
Use Case: See how many users scored within a particular range on their culture survey. This information may help you develop your security culture.
Survey Score by Dimension
Description: This report displays the average culture score of selected users for the selected dimensions.
Filters: Dimensions, User Groups, and Date Range.
Use Case: See how your culture score for each of the seven dimensions compares to one another. This information may help you develop your security culture.
Survey Score by Dimension Over Time
Description: This report displays the average culture score of selected users for the selected dimensions over time.
Filters: Dimensions, User Groups, and Date Range.
Use Case: See how the culture score for the seven dimensions has changed over time. This information may help you develop your security culture.
Unphished and Untrained User Reports
Unphished Users
Description: This report displays a list of users who have not received a simulated phishing test email.
If users have received emails that come from KnowBe4.com (for example, our Security Hints and Tips or Scam of the Week messages) but have not yet been sent a simulated phishing email, they will be included in the report as unphished users.
Filters: Date Range
Use Case: Identify users who haven’t been sent a phishing test and use this information to plan future phishing campaigns.
Incomplete Training
Description: This report displays a list of all users who have not completed any assigned training.
Filters: Date Range
Use Case: See which of your users haven’t completed Security Awareness Training. Use this information to help plan your training campaigns and discover potential gaps in training.
No Training Assigned
Description: This report displays a list of all users who have not been assigned training.
Filters: Date Range
Use Case: See which of your users haven’t been assigned Security Awareness Training yet. Use this information to help plan your training campaigns and discover potential gaps in training.
Training Not Started
Description: This report displays a list of all users who have not started assigned training.
Filters: Date Range
Use Case: See which of your users haven’t started their Security Awareness Training. Use this information to send out training notifications and reminders to included users.
User Count and Login Counts
User Count
Description: This report displays the number of active users in the selected group.
Filters: User Groups and Date Range.
Use Case: Use this information to see the fluctuation of users over time, or to review all of your active users.
User Login Activity
Description: This report displays the login activity of active users in the selected groups.
Filters: User Groups and Date Range.
Use Case: Use this information to view all user login activity across multiple groups. This may help determine which groups are not actively present in their Security Awareness Training.
Phishing Results by User Count
Phish-prone Percentage by User Count
Description: This report displays the number of users within the selected groups in each Phish-prone Percentage range.
Filters: User Groups
Use Case: Use this information to gauge where your users stand in terms of Phish-prone Percentage. Target users or specific groups in a higher Phish-prone Percentage range by enrolling them in Security Awareness Training.
Failure Type by User Count
Description: This report displays the types of phishing test failures recorded for users, within the specified date range. The quantity of each failure type is included.
Filters: User Groups and Date Range.
Use Case: Find out what type of attack vector your users are most vulnerable to (attachments, links, or other) so you can train them on this vulnerability or do additional testing.
FAQs
Question: What date range options are available?
Answer: Below is a chart detailing all the date range options and what they mean.
|
Date Range |
Description |
|
Entire History |
Pulls data that matches the specified criteria from the time the account was created to now. |
|
This Week to Date |
Pulls data that matches the specified criteria from the last Sunday to now. |
|
This Month to Date |
Pulls data that matches the specified criteria from the last day of the month to now. |
|
Last Year |
Pulls data that matches the specified criteria from January first of last year to January first of this year. |
|
Last Quarter |
Pulls data that matches the specified criteria from the last business quarter (i.e. January to March, April to June, July to September, October to December) |
|
Last Month |
Pulls data that matches the specified criteria from the last calendar month. |
|
Last 6 Months |
Pulls data that matches the specified criteria from the last six months including the current month. |
|
Year to Date |
Pulls data that matches the specified criteria from January first of this year to now. |
|
Custom Date |
Pulls data that matches the specified criteria from the time frame specified. |
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