> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/reports/reports.md).

# Reports Hub

One hub for completion, simulation, risk, engagement, policy, and activity reporting, with platform monitoring alongside, in a single tabbed page.

## Overview

The **Reports** hub brings your organization's reporting together in one place. Instead of hunting down the training report under Trainings, the phishing report under Simulations, and the audit log under Settings, you open one page with six tabs: **Completion**, **Simulations**, **Risk**, **Engagement**, **Policies**, and **Activity**.

To open it, click **Reports** in the left-hand sidebar (the last item in the main navigation, below AI Coach).

{% hint style="info" %}
The original report pages still exist where they always were: the hub embeds the same reports, and several of the originals show a banner pointing you here. Deep links are supported: `/reports?tab=completion|simulations|risk|engagement|policies|activity`. Older `?tab=audits` links and the old **Settings → Monitoring** URLs redirect to the matching tab automatically.
{% endhint %}

Which tabs you see depends on your permissions: **Completion** and **Engagement** need the Reporting Dashboard permission, **Simulations** needs Phishing View, **Risk** needs Risk Scores plus User View (and the risk-scoring plan feature), **Policies** needs Policy View, and **Activity** appears with either Compliance View or Org Settings. Admins see everything.

***

## Completion

The **Completion** tab is the organization-wide training report:

* Summary cards for **Total Users**, **Total Trainings**, **Assignments**, **Completed**, **In Progress**, **Queued**, and **Completion Rate**.
* Search boxes for users and trainings, a status filter (**All Status**, **Completed**, **In Progress**, **Not Started**, **Queued**), and directory-derived filters for **Departments**, **Divisions**, and **Organizations**.
* An **Export CSV** button that opens a column picker, so you can choose and reorder exactly the columns your auditor wants before exporting.

{% hint style="info" %}
People currently on leave (as reported by your HRIS integration) are left out of this report everywhere: the summary cards, the table, and the CSV export all count the same population, so the cards never disagree with the rows beneath them.
{% endhint %}

***

## Simulations

The **Simulations** tab holds your simulation reporting, with a channel toggle for **Email**, **SMS**, and **WhatsApp** (the SMS and WhatsApp options appear when those channels are enabled for your plan and you hold the matching view permission).

The **Email** view is the full phishing report: key stats, the engagement funnel, trend chart, department leaderboard, campaign metrics, a monthly report card, and a **View by manager** drill-down showing each manager's team results. It also includes two accountability tables:

* **Repeat Offenders** are users who keep failing simulations.
* **Never Engaged — Review** lists users who received **3+ simulations but never clicked or reported anything**. A user with zero recorded opens shows an amber **None** pill, hinting the problem may be deliverability rather than apathy; verify their email delivery before assuming they're ignoring the tests.

The **SMS** and **WhatsApp** views summarize campaigns with **Total Campaigns**, **Messages Sent**, **Delivery Rate**, and **Click Rate**.

***

## Risk

The **Risk** tab embeds the Team Risk dashboard: organization, team, and group risk roll-ups (see [Team Risk](/herd-security-docs/users/users.md#team-risk)). Users who hold the risk-configuration permission also get a **Risk settings** gear here for tuning your organization's [risk appetite](/herd-security-docs/users/users.md#risk-settings-risk-appetite).

***

## Engagement

The **Engagement** tab is a quick health check:

* **Training engagement — last 30 days** shows stat tiles for **Completions**, **Completion rate**, and **Assignments**, each with a delta against the previous 30-day period.
* Your organization's **Human Risk Score** widget.
* The full **Activity** feed.

***

## Policies

The **Policies** tab is the cross-policy acknowledgement report: summary cards, search, status filters, an **Export CSV** button, and the auditor-ready **Audit Export** (the same evidence shape Herd pushes to [Drata](/herd-security-docs/compliance/drata-integration.md)). See [Policies](/herd-security-docs/policies/policies.md).

***

## Activity

The **Activity** tab is your organization's activity record plus the platform-health surface that used to live under **Settings → Monitoring**. A section toggle at the top switches between:

* **Activity log**: your audit events, with risk-level tiles, search, a timeframe selector, and an **Export** button.
* **Training**, **Email**, **Slack**, **Teams**, **Jobs**, and **Queues**: delivery health, failed sends with retry, stuck-user recovery, and scheduled-job status.

The **Activity log** needs Compliance View; the monitoring sections need Org Settings. Slack and Teams appear only when that platform is connected, and Queues is a Herd platform-admin view. Every section is described in [Activity & Monitoring](/herd-security-docs/reports/reports/activity-and-monitoring.md).

***

With the hub in place, a typical cadence is: **Engagement** weekly for a pulse, **Completion** and **Simulations** monthly for program health, **Policies** whenever an auditor comes knocking, and **Activity** whenever something isn't arriving where it should.