Reports

Reports allow Administrators to take a snapshot of Users progress in the learning Campaign. In order to create a report, Administrators need to should understand:

• What type of information they would like to report on.

• What data should appear in the report (including any additional conditions, filters, and sorting they would like to apply).

• The audience that will be sent and view the report data as well as the format it will be presented in.

• The frequency (schedules) of the report distribution.

• Who should be able to access the report data in the Admin portal.

The system comes with canned reports already pre-loaded. These are the most common types of reports customers and partners may run in order to manage the user learning campaigns. Optionally, they can also create custom report data.

Standard, included reports, include:

• Advanced report

• FortiPhish

  These reports require purchase of FortiPhish licensing.

• Campaigns

Selecting from standard reports setting up new (custom) reports

Custom reports can be set up in the Reports page.

To set up a report:

1. Select a report source:

   1. Select the fields you would like to include in the report from the Table tab.

   2. Assign any conditions.

   3. Assign filters.

   4. Select a sorting setting for the report data.

   5. Configure card view settings. The report will automatically switch to card view when displayed on small screens or in narrow blocks.

2. Choose the audience settings (Department and Positions) for who will receive a copy of this report.

3. Set the schedule for generation and distribution of the report.

Example of configuring a new custom report

The following is an example of configure a new custom report.

To configure a new custom report:

1. Go to Reports.

2. Select New report.

3. Give your report a name. This name should be meaningful and describe the purpose of the report.

4. From the Report source drop down menu, you can select from the following options:

   Report categories	Report source
   Advanced report	Certification user allocation and completion	Certifications / Executive	Certifications	Course completion	Courses	Program user allocation and completion	Programs
   FortiPhish	Campaign recipients	Campaigns
   Campaigns	Campaign users allocation and completion	Campaigns

5. (Optional) Select the Add default configuration check box.

   Each report source also defines default columns. If you want to create the report using the defaults, select this field. If you check this box, you can delete columns from the default list should you choose. You cannot re-add columns from default reports after you delete them. You must delete the report and start again.

   

   Once you select your data source and save the report, you can further customize the report:

   • Table data: What fields (columns) will be part of this report. The content of the report fields will depend on what source you selected in the first step.

   • On the right hand side of the columns you have selected, you can select Settings to alternately configure:

     • Conditions: You can select from the field list above and then select modifiers (such as contains, doesn’t contain, is equal to, and so on).

     • Filter: You can select from the field list above and then select Filters (a list of filters that do not immediately apply but are available to users)

     • Sorting: You can select fields to sort by and change the order of sorted fields

     • Card view: Choose the number of columns always visible or show the first column title.

   

6. After selecting your data source and Table data, you can configure the audience for the report.

   

7. You can set the frequency of the report send from the Schedules tab.

   

8. The Access tab displays who has permissions to run and view the report.

   

For any custom created reports, you can:

• Change the name of the report

• Modify the configuration of the report

• Delete the report at a later date

This allows Administrators to re-purpose reports later.