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Reports & Analytics

Anonymous

This board is for anything involving metrics, dashboards, insights, exportable reports, ROI visuals, compliance tracking, or ways to better understand training and phishing performance. If you want clearer data, deeper analytics, or more flexible reporting — add it here. This board is not for feedback about the report a phish button which is an end-user feature that feeds into PhinboxIQ.
Add Department Name field to reporting csv exports
Larger clients use Department Name field to break out reports, currently this field only exports on the User list. If we can get this added to the csv report exports that would be really helpful. Currently using automation workflow to add the Department Name to reports pulled from Phin prior to sending to clients.
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Feature Request
Add the data from the manager monthly report into the CSV output of training data
We have a client that is requesting that the data that is included on the manager monthly report to also be included in the monthly CSV output of training data.
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Feature Request
Email Preview Button Needed in Clicks View
When investigating clicks, I go to Analytics > Clicks View and I can see the subject and details of the email and campaign but there's no quick way to see what was clicked. I have to find the user in another list (from the campaign or user list) to be able to get into their preview.
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Feature Request
Ability to customize the Leaderboard
Allow some customization to the leaderboard - Even if just changing the color scheme to allow it to match a client's company colors. This seems like it would be an easy add and help with buy in with clients/culture for digital signage and displays around their office.
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Feature Request
Customize reports
Be able to customize reports with time/date of when users have completed the trainings. The ability to add and remove filters to customize the report per comany!
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Feature Request
Campaign Content Export
I'm being required by the auditors to provide the actual content that is included within the training the tenant takes. I don't currently see a way to do this other to to enroll myself and screenshot the training. If there was a summary of each course within a campaign and/or slide style exports of the content this would satisfy the request.
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Feature Request
Manager Reports - Customize Send Date
Please add the ability to change what day of the month manager reports are sent out. Currently it seems that I am only able to edit the time of day, but it always locks to the first of the month as the scheduled send date. I really like how the scheduler looks for creating a SAT campaign, maybe that could be used in this situation too. Thank you!
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Feature Request
Custom reporting windows (Annual, Bi-Weekly, etc.)
Would be nice if reporting could be adjusted to not just be monthly but be more customizable and report on that window accordingly.
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Feature Request
Read only access at either the partner or client level
I want the capability to allow my clients' execs access to a read-only view of their company, and then account managers at my MSP for QBR read-only access at the partner level.
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Feature Request
Ad-hoc report generation
I want the ability to create reports at windows of time that I choose, up to 12 months. I do quarterly reviews with my clients and would love to make something from the previous 90-days.
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Feature Request
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