Reports Page

High-level overview of organization-wide results with the ability to export CSVs for audits.

Reports Page Overview

The Reports Page provides a high-level overview of training results across your organization, giving administrators quick insight into overall security awareness and compliance posture. From this page, you can view key metrics such as user participation and training completion.

For audit and compliance purposes, the Reports Page also allows you to export all report data as a CSV file, creating a detailed record of activities that can be shared with leadership or external auditors. This combination of at-a-glance reporting and exportable evidence makes the Reports Page a central hub for both monitoring progress and maintaining compliance documentation.

Using the Reports Page

Step 1: Access the Reports Page

Navigate to the Trainings Page from the left hand sidebar. In the top right corner next to the Create button you'll find the Reports button. This page serves as the central hub for monitoring training activity and compliance status across your organization.

Step 2: Review High-Level Metrics

Once on the Reports Page, you’ll see a high-level overview of training results, including:

  • User participation rates

  • Training completion statistics

  • Overall security awareness posture

These metrics give administrators a quick snapshot of organizational progress.

Step 3: Check Training Status with the Status Legend

Use the status legend to interpret the icons shown next to each user or training assignment:

  • Green Check Mark — Training completed

  • Blue Arrow — Training in progress

  • Yellow Clock Icon — Training not started

  • Purple Pause Button — Training in queue (waiting to start)

  • Empty Box — Training not assigned

This visual key helps you instantly understand where each user stands in their training journey.

Step 4: Export Report Data (for Audit & Compliance)

For compliance or audit purposes, click the Export CSV option. This generates a detailed file containing:

  • Training participation data

  • Completion records

  • Activity logs

The exported CSV can be shared with leadership or external auditors as official documentation of compliance.

Step 5: Use Reports for Ongoing Monitoring

Continue to return to the Reports Page regularly to:

  • Track improvements in participation and completion

  • Identify users who may need reminders or support

  • Maintain an up-to-date compliance record

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