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Reporting Needs An Upgrade

Completed

BJ Beier

July 24, 2018 15:21

OK, it seems this topic has been mentioned multiple times in the community (see references below) with ideas in all different aspects. While I love the KnowBe4 platform and all of the training and features that continue to get added rapidly, the reporting functions seem to take a back seat.

Numerous times I've wanted to get some data about a user or campaign to deliver to upper management and have found the task very cumbersome trying to pull it all together from multiple areas in KB4.

Here is a list of posts (9) that are related to enhancing reporting. Most of them have a standard response of "We've passed on to development" and no other updates.

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14 comments

Official comment

Maddy Townsend-Hahn March 22, 2019 16:17 (Edited March 22, 2019 16:17)

Hello!

I wanted to let you that at the end of last year we released a feature called Advanced Reporting which includes actionable metrics and over 60 different styles of reports. If you haven't checked it out already, I recommend you look into it as it may meet many of your reporting needs. For more information on Advanced Reporting, check out our article here.

KnowBe4

Maddy

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Natalie Koly July 24, 2018 21:25

Hi BJ,

Thank you for your feedback. I'm pleased to announce that KnowBe4 will be releasing a new, intuitive reporting feature soon! Currently, we have this feature in its final stages of development. We will make sure to update the community board once this reporting tool is made available.

Thanks!

Natalie
KnowBe4

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stephanie dempsey June 06, 2019 19:33

I still find the reporting to be lacking. We're a bank and have a lot of reporting requirements when audits come around. I just had to figure out how to pull together all our training and phishing data for each employee over the past year. There was no report that met my needs. I ended up having to export the CSV data out of every training and phishing campaign to get the information I needed. Talk about time consuming for such a simple request.

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Maddy Townsend-Hahn June 07, 2019 21:24 (Edited June 07, 2019 21:25)

Hi Stephanie,

That's a valid point. I've submitted a feature request on your behalf for further improvements to our reporting feature. This feature request has been sent to our development team for them to review.

Maddy
KnowBe4

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Lawrence Casey August 09, 2019 20:47

I also find the reporting to be entirely and misses the mark for actionable information. Take the advanced reporting group counts as an example. If i plot a smart group count versus time, the report doesn't show actual history of membership. I've resorted to manually tracking the count history of key groups but i shouldn't have to do that.

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Nathan Hix August 16, 2019 17:24

Hey Lawrence,

This also sounds like a feature request. Before I submit ti though, what exact information are you trying to find from the Advanced Reporting User Count? At the moment, the report just has the raw number of users versus time.

Nathan

KnowBe4

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walter wilson September 02, 2020 13:10

I'd like the flexibility to construct my own reporting criteria on the data available. e.g. I'd like to be able to show training status against 'Organisation' and not just location (if of course I spend the time downloading and running pivot tables etc....)
The API set just isn't flexible enough.

Why not open it up for access from a BI tool?

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Walter Nelson September 03, 2020 20:47

Hi Walter,

Thank you for posting to our community board! I think you have a great suggestion there. I have put in a feature request to development so they can look into the possibility of allowing BI tools for reporting purposes.

Regards,

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Shawn Stroud November 04, 2020 21:03

I would like the ability for Managers to be able to view the status of their own employee's training completion. Many of my managers would like to be proactive rather than wait for an email at the 11th hour from InfoSec. Are there any options for achieving this?

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Walter Nelson November 05, 2020 15:26

Hi Shawn,

I can see why that would be nice. Currently, there isn't an efficient way to do that so I have gone ahead and added this as a feature request for you so our development team can look into it as a possible product enhancement. Thank you for contributing to our community board.

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Janelle Maurer November 10, 2020 14:03

I would like to second Shawn's request. Our managers are asking for the ability to see their own employee's training progress / completion as well as their employee's phishing stats. It would be beneficial for this type of dashboard/role.

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Walter Nelson November 10, 2020 20:34

Hi Janelle,

Thanks for the post. I have added a +1 for you to that feature request as well.

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Cyndi Chizek March 24, 2021 15:13

I would like to add my support to this as well. We really need the ability to create our own custom reports based on need. For example, we'd like to target users that "speed" through training modules with advanced tests. I can't see the amount of time spent by user. We'd also like to make correlations between training and PPP and phishing test results by user and department.

Thanks.

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Walter Nelson March 24, 2021 19:01

Hi Cyndi,

Thank you for posting to the community board. I have added you to this feature request as a +1 and included your notes on making correlations between training and PPP and phishing test results by user and department.

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