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How do I generate a Custom Phishing Report?

Export phishing campaign results filtered by department, office, user group, employee or many other filter — with saved templates and async email delivery.

Written by Shailanchal Uniyal

The Custom Phishing Report lets you export campaign results filtered by department, office location, user group, or specific employees — for one or multiple phishing campaigns.

Before you start: you need admin access and at least one completed phishing campaign.

Steps

  1. Navigate to Reports > Custom User Report - Phishing

  2. Select one or more campaigns from the list or any other filters

  3. Select the filters and stats you want included:

    • Department stats — for use cases such as per-department breakdown

    • Employee stats — for use cases such as per-user rows

    • Office location stats — for use cases such as per-location breakdown

    • User group stats — for use cases such as per-group breakdown

  4. Click on Search to get the results

  5. Click on Export to export the report as a csv file. The report queues for delivery and arrives at your logged-in admin's email.

Save as Template

Save your filter and column setup so you don't rebuild it each month.

  1. Configure your report (campaigns, toggles, filters).

  2. Click Save View

  3. Enter a Template name (max 100 characters, must be unique within Custom Phishing Reports).

  4. Click Save.

Reload anytime from the Saved Templates dropdown at the top of the report builder. Delete a template using the trash icon next to its name.

Limit: up to 10 saved templates per report type per company.

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