Report Automation

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The report automation feature will allow you to generate reports and send them at any time you want quickly and easily. This knowledge base article will explain how to create custom email templates for automated reports and how to configure automated reports.

How to create a report automation template

This section of the article will explain how to customise the email template that will be sent to the report recipients.

  1. Under "REPORTING" the left-hand column click "Templates".

  2. Click "Emails".
    Report_Automation_-_Template_emails.png

  3. Click "ADD NEW NOTIFICATION TEMPLATE".
    Report_Automation_-_Add_New_Notification_Template.png

  4. Enter a description, From Name, From Email Address, Email Subject, and your desired email message. Our full guide on editing a template email can be found here.
    Report_Automation_-_Notification_Template.png

  5. When you are happy with the template click the "SAVE" button.
    Report Automation - Notification Template - Save.png

How to manually create a report automation

  1. Under "REPORTING" the left-hand column click "Automation".
    Report_Automation_-_Automation.png

  2. Click "ADD NEW AUTOMATED REPORT".
    Report_Automation_-_Automation_-_Add_New_Automated_Report.png

  3. Enter a description for your automation.
    Report_Automation_-_Report_Automation_Editor_-_Description.png

  4. Click the drop-down arrow to select a notification to use for this automated report. 
    Report_Automation_-_Report_Automation_Editor_-_Which_Notification.png

  5. Click the drop-down arrow to select a report to use in this automation.
    Report_Automation_-_Report_Automation_Editor_-_Which_Report.png

    Once you have selected the report you would like to use you will be provided with additional settings to customise the report. In our example we have selected the report "Campaign Statistics".
    Report_Automation_-_Report_Automation_Editor_-_Which_Report_-_Customisation.png

  6. Select a start date and time for your report automation. Please ensure the correct Time Zone is Set.
    Report_Automation_-_Report_Automation_Editor_-_Automation_Start_Date.png

  7. Select the recipients you would like the automated report to be sent to.
    Report_Automation_-_Report_Automation_Editor_-_Who_would_you_like_to_send_this.png
    • If a tag has been applied to one or more recipients, you can specify a tag to send an automated report. Our knowledge base article here will explain how to tag recipients.
    • You can select the option "All Admin Users" to send the report to all "Admins" and "Primary Admins".

  8. Select how often you want the automation to be repeated.
    Report_Automation_-_Report_Automation_Editor_-__How_often_would_you_like_this_automation_to_be_triggered.png

  9. Review your report automation configuration. If you are happy with the configuration scroll to the top of the page and click the "Active status" button.
    Report_Automation_-_Report_Automation_Editor_-_Active_Status.png
  10. Click "SAVE THIS AUTOMATION".
    Report_Automation_-_Report_Automation_Editor_-_Save_This_Automation.png

  11. The automation you have created will be displayed on the report automation page.
    Report_Automation_-_Report_Automation_Editor_-_New_Automation.png

How to create a report automation for a phishing campaign

While creating a phishing campaign on Step 6 - Reporting you can configure the campaign to automatically send a report at the end of the campaign tracking period.

  1. Under "PHISHING" the left-hand column click "Campaigns".
    Phishing_Campaign_Automation_-_Campaigns.png

  2. Click "CREATE NEW PHISHING CAMPAIGN".
    Phishing_Campaign_Automation_-_Create_New_Phishing_Campaign.png

  3. Configure your phishing campaign with your desired settings. Our knowledge base article here will explain how to create a phishing campaign.
    Phishing_Campaign_Automation_-_Create_A_Phishing_Campaign.png

  4. Your automated report will be sent at the end of the campaign tracking period. While configuring your phishing campaign you can modify the campaign tracking period on Step 4 - Campaign Tracking.
    Phishing_Campaign_Automation_-_Campaign_-_Campaign_Tracking.png

  5. Continue configuring your campaign with your desired settings. Automated reporting can be configured when you reach "Step 6 - Reporting".
    Phishing_Campaign_Automation_-_Campaign_-_Step_6_-_Reporting.png

  6. Click "Create Scheduled Report".
    Phishing_Campaign_Automation_-_Campaign_-_Create_Scheduled_Report.png
  7. You can click the "Save" button and your report automation will be created. If you would like to review or make further changes to the automation proceed to the next step.
    Phishing Campaign Automation - Campaign - Step 6 - Save.png

  8. To make further changes to your automation click "Open Automation Editor after saving this campaign".
    Phishing_Campaign_Automation_-_Campaign_-_Open_Automation_Editor_After_Saving_This_Campaign.png

  9. Click the "Save" button.
    Phishing Campaign Automation - Campaign - Save.png

  10. Once you have saved your settings the report automation editor will open allowing you to make further changes if required.
    Phishing_Campaign_Automation_-_Campaign_-_Report_Automation_Editor.png

How to create a report automation for a training course

While creating a training course on Step 7 - Reporting you can configure a training course to automatically send a report when the course end date is reach.

  1. Under "TRAINING" the left-hand column click "Courses".
    Training Course Automation - Courses.png

  2. Click "CREATE NEW TRAINING COURSE".
    Training Course Automation - Create New Training Course.png

  3. Configure the training course with your desired settings.
    Training Course Automation - Configure Training Course.png

  4. On Step 3 - Scheduling you can configure an end date for your training course. If your training course has a dynamic end date you will need to edit the automation created.
    Training Course Automation - STEP 3 - SCHEDULING.png

  5. Automated reporting can be configured when you reach "Step 7 - Reporting". 
    Training Course Automation - STEP 7 - Reporting.png

  6. Click "Create Scheduled Report".
    Training Course Automation - STEP 7 - Reporting - Create Scheduled Report.png
    • If your training course has a specific end date you can save the training course and a report automation will be created.
    • If your training course does not have a specific end date and you see the orange note or if you would like to make further changes to the report automation, please continue to the next step.

  7. Click "Open Automation Editor after saving this campaign".
    Training Course Automation - STEP 7 - Reporting - Open Automation Editor after saving this campaign.png

  8. Click "Save".
    Training Course Automation - Click Save.png

  9. After clicking "Save" the report automation editor will open allowing you to make further changes.
    Training Course Automation - Report Automation Editor.png
  10. Scroll down on the report automation editor page and set a start date and time.
    Training Course Automation - Report Automation Editor - When would you like this automation to start.png

  11. Click the "SAVE THIS AUTOMATION" button.
    Training Course Automation - Report Automation Editor - Save.png

 

Please let us know if you require any further assistance, you can contact our support team by clicking here. Or by sending an email to support@phishingtackle.com

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