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Platform Overview Reports

The Module Overview reports are available for Policy, Survey, Course and Phish. These reports help Administrators to view, at a glance, the overall adoption levels for all content whilst also enabling these for export from the platform. All reports can be located under Reporting; select the relevant Module, then select Overview.

Policy, Survey & Course Overview

The Policy, Survey & Course Overview reports will present a list of all content, with the corresponding completion levels for each. At a glance, you can view content that has full completion, or content that requires further review and discussion with Managers or end users. The Summary table will only reflect Active users within your Organisation.

The related pie chart will also provide an overall total of all published policies, surveys & courses for both Active and Inactive users, as well as the corresponding completion levels.

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Phish Overview Reports

The Phish Overview report will present a list of all simulated Phish, with the corresponding activity levels for each. At a glance, you can view Phish that have any open, unopens, clicks, data entry or opened attachments. The Summary table will only reflect Active users within your Organisation.

The related pie chart will also provide an overall total of all published Phish for both Active and Inactive users, as well as the corresponding Open vs. UnOpen levels.

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View Audits

On all reports, you also have the ability to View Audits for the selected content. This means that you can view full details for those users who have either completed or not completed their assigned content, or view users who have interacted with simulated phish.

These reports can be filtered and refined, as required, and they will also indicate if a user is an Active or Inactive employee.

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There are an extensive number of fields that can be added to this report by selecting Column Visibility.

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Export All Audits

An export can be requested for each module on a weekly basis via the Platform Overview Reports; for example, if an export is requested on a Saturday, the next export will be available the following Saturday. The requested export will contain all information regarding targeted users for all Published and Archived content. 

Export Data

The full export will contain all columns & fields that are currently available within the ‘View Audits’ section of this report. This will enable you to filter and refine the information output within your exported report.

Export Frequency

Full exports are restricted to once a week for each module.

For example, if you request an export on a Friday, the system will create your export and enable this for download from the platform. The requested export will also be saved to the platform with an assigned expiration of 7 days. This means that any other Administrators can also download this export if required.

On the following Friday, or thereafter, you will be able to request a new export where the same guidelines will again apply.

Export Limit

Platform Overview exports are capped at 700,000 rows. If you require data over this value, we recommend that you utilise the Customer API

Please contact your Customer Success Manager if you require further information on this service.