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How to Use the Report Generator

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The Report Generator enables you to see the data you gather in ways that are helpful for you and your organization.

Reports Included with Barracuda PhishLine

Barracuda PhishLine includes the following preconfigured report templates:

  • Campaign Results Overview (HTML and Word) – Select a campaign to see a comprehensive view of your campaign.
  • Campaign vs. Campaign – Compares results of two campaigns. You can choose how the data is grouped.
  • Detailed Campaign User Report – Select a campaign to see how each user performed. 
  • Multi-Campaign Repeat Offender Report – Select one or more campaigns to see how many and which individuals failed which campaigns, along with how you want to group the data.
  • Multi-Plan Repeat Offender Report – Select one or more plans to see how many and which individuals failed which plans, along with how you want to filter and group the data.
  • Plan vs. Plan – Compares results of two plans. You can choose how the data is grouped.
  • Training Campaign Results Overview (HTML and Word) – Select a campaign to see campaign statistics as well as information about the campaign itself.

These reports:

  • Are automatically sent as Word documents within a day of a campaign's cut-off date and time, based on the type of campaign you are running. Specify report recipients in Notification Settings.
  • Are the same Quick Reports that you can generate from the Campaign Manager, as described in Creating a Quick Report

Creating a Report

To use the Report Generator:

  1. Navigate to Results > Report Generator.
  2. Locate and click the Report Name for which you want to generate a report. You can search for a specific Report Name or Report # in the filter panel.
    Optionally select the scope for the report, specifying the options available.
    Note that options might be different for different reports.
    • Save Report As – Select the output format for this report: HTML (default), PDF, or DOCX (Microsoft Word). If you choose not to take action in this section of the page, the report will generate as HTML.
    • Campaign Name  The Campaign Name for which you want to generate a report.
    • Filter By Field – Select if you want to filter the report to include only certain information. Here, select the field to filter by, like Organization Area, Tenure, or State. You must specify a Value in the next field.
    • Filter By Value – Use together with the Filter By Field to limit the output of your report. Select the value to match for the field you specified above. For example, for the Organization Area field, you might specify Accounting.
    • Sequence By Field – Specify another field of the Address Book – different from the Filter By Field – to further target the report. For example, Organization Level
      Note that specifying a Sequence By Field creates multiple reports - one for each unique value for that field in the Address Book for that campaign. So for Organization Level , a separate report is created for each Organizational Level, including Manager, Director, and so on.
    • Sequence Range Start/End – If needed, use with Sequence By Field to specify a range of acceptable values, limiting the number of reports created.
    • Minimum IRD Wrap Level – Enter the number of levels deep this message was wrapped in the message sent to the Incident Response Dashboard (IRD). Leave blank or enter 0 to include all wrap levels. This is only relevant if you are reporting on Incident Response metrics. It is not relevant for training or simulation metrics.
    • Include Bounced emails in the sent count – Select the check box to include bounced emails in the sent count. In most cases, bounces should not be included.
    • Grouped by  – Select the address book field by which you want to group the report. For example, you might choose to group the report by Organization Area or Organization Level, so you can see how various departments or managerial levels handled the campaign.
  3. At the top of the page, click Submit. The page refreshes.
  4. Select elements you want to include as pages/sections of your report. You might choose to include the Unfiltered Summary Report Section for an overall view of the data. Click Submit again.
  5. Links to reports are presented in a list. Click a report to view it. The report opens in a new browser tab.
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