# Reports Page

## 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.

<figure><img src="/files/EaSsCnnJy3dUUsVgphu7" alt=""><figcaption></figcaption></figure>

### 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

<figure><img src="/files/hfhTvD8pWZvTpsWVPbxA" alt="" width="279"><figcaption></figcaption></figure>

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

* <mark style="color:$success;background-color:$success;">**Green Check Mark**</mark> — Training completed
* <mark style="color:blue;background-color:blue;">**Blue Arrow**</mark> — Training in progress
* <mark style="color:yellow;background-color:$primary;">**Yellow Clock Icon**</mark> — Training not started
* <mark style="color:purple;background-color:purple;">**Purple Pause Button**</mark> — Training in queue (waiting to start)
* <mark style="background-color:$primary;">**Empty Box**</mark> — 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://herd-security.gitbook.io/herd-security-docs/compliance/reports-page.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.