How to Use Advanced Reporting
The Advanced 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 advanced 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 Advanced Reports
Report Categories and Types
FAQs
Navigating Advanced Reports
Follow these steps to view a report in Advanced 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 category to select it. This will open the Report Viewer tab.
- For categories with multiple reports, select the desired report from the Reporting on… dropdown menu.
- Select criteria from the dropdown 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 risk score for all users within the specified date range.
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 risk score for all locations (or specific locations) within the specified date range. The available locations are collected from your users’ profile information.
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 risk score of the top ten riskiest users within the selected date range.
Filters: User Groups and Date Range
Use Case: Determine your most at-risk users and adjust or modify their Security Awareness Training.
Group Report Card
Description: This report displays a user group summary of the following reports: Group Risk Score, Group Phish-prone Percentage, Failure Types, 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 Card
Description: This report displays a user-specific summary of the following reports: Risk Score, User Phish-prone Percentage, Top Failure Types, 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.
Overall Phish-prone Percentage
Description: This report displays the Phish-prone Percentage for all users within the specified date range.
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.
Campaign Phish-prone Percentage
Description: This report displays the Phish-prone Percentage for the selected phishing campaign(s) within the specified date range.
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.
Failure Types
Description: This report displays the types of failures recorded on the selected phishing campaign across the specified date range. The number of failures, as well as the Phish-prone Percentage, is also included.
Filters: Specific Campaign(s), User Groups, and Date Range. You can also choose to view this data as a bar graph or radar chart.
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.
Initial Phish-prone Percentage
Description: This report displays the average Phish-prone Percentage of users who received their first phishing test each month.
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.
Phish-failure Percentage Reports
See our How Is Phish-failure Percentage Calculated? article for more information.
Overall Phish-failure Percentage
Description: This report displays a graph of the Phish-failure Percentage for the selected user group.
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 Phish-failure Percentage for the selected phishing campaign(s) within the specified date range.
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 overtime 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 all of the email templates sent as part of your phishing campaigns within the specified date range, as well as the number of clicks, failures, and other data recorded for each email template.
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 the number of emails sent to groups as part of your phishing campaigns within the specified date range, as well as the number of clicks, the percentage of group members who failed a phishing test, and other data recorded for each 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
Description: This report displays a list of email templates that users failed on as part of the selected phishing campaign(s), within the specified date range. For each failure type, the quantity of failures is included.
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 Reports
Training Status By Campaign
Description: This report displays the status of user training progress on a campaign over the specified date range and indicates whether or not the users have started, completed or yet to begin their training.
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 By Course
Description: This report displays the status of a course on a training campaign over the specified date range and indicates whether the courses have been started, completed, or are still in progress.
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 By Group
Description: This report displays the status of courses assigned to multiple groups over the specified date range and indicates whether or not the courses have been started, completed, or are still in progress.
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 displays a list of your users and their respective training status, indicating whether or not that user is fully trained, partially trained, or untrained. From this report, you can also see which of your users completed their training past due.
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 Phish-prone Percentages of trained and untrained users, within the specified date range.
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 risk score of trained and untrained users, within the specified date range.
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.
Failure Type Comparison
Description: This report displays the types of phishing test failures recorded for both trained and untrained users, within the specified date range. The quantity of each failure type is included.
Filters: User Groups and Date Range.
Use Case: See how training affects your users by comparing the failure types of untrained and trained users. This information may help when planning training campaigns and/or selecting training content.
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.
Training Hours Reports
Description: This report displays the number of hours your user groups have spent in training, across the specified date range. Time spent in training includes any training modules your groups were enrolled in.
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 amount 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 displays the assessment score by risk score, within the specified date range.
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 assessment score by the number of users within the specified date 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 assessment score by knowledge area, within the specified date range.
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 Over Time by Knowledge Area
Description: This report displays assessment scores by knowledge area, over the specified date range. The quantity of each failure type is included.
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 by risk score, within the specified date range.
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 culture score by the number of users, within the specified date 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.
Culture Score by Dimension
Description: This report displays the culture score by knowledge area, within the specified date range.
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.
Culture Score Over Time by Dimension
Description: This report displays assessment scores by knowledge area, over the specified date range. The quantity of each failure type is included.
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 within the specified date range.
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.
Untrained Users
Description: This report displays a list of users who have not completed Security Awareness Training within the specified date range. Only Security Awareness Training courses will apply.
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 users who have not been assigned Security Awareness Training within the specified date range. Only Security Awareness Training courses will apply.
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 users who have not started Security Awareness Training within the specified date range. Only Security Awareness Training courses will apply.
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 present in your KnowBe4 account, over the specified date range.
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.
Changes to User Count
Description: This report displays the number of users added to or removed from your KnowBe4 account, over the specified date range. “Removed” includes users archived or permanently deleted from your console.
Filters: Date Range
Use Case: Use this information to keep a track record of all added and removed users in the console. This may help to discover different trends of user fluctuation.
User Login Activity
Description: This report displays the login activity of users present in the groups you've selected, over the specified date range.
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.
Phish-prone Percentage by User Count
Description: This report displays the number of users within each Phish-prone Percentage range (0%-10%, 10%-20%, and so on). Specific groups can be selected if desired.
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.
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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