How do I create a Phishing & Awareness training report?

This article will instruct you on the steps to create a Phishing & Awareness Training report.

1. Log in to Security Center.
2. Click Reports in the main menu.
3. Click Schedules.
4. Click +Add schedule > Phishing & Awareness Training.
5. Under the headline General information enter the following:
   • Name: the name of the report, e.g. Phishing & Awareness Training Report
   • Report template: select the template you want to use.
6. Under the headline Source choose the following:
   • Assessment: the source for your report. Select the assessment(s) on which you want to base your report.
     
     
7. Under the headline Schedule enter the following:
   • Occurs: select the interval that you want to base the schedule on, or if you want it to run only once, select Once.
   • Starts on: select the first start date and time. Notice that reoccurring schedules will start at the time set here.
   • Timezone: select the time zone for the schedule.
   • Repeat every: select the number of days, weeks, or months between the reports.
8. Under the headline Notification enter the following:
   • Notifications: Check if you want a notification sent by email when the report is generated.
   • Subject: enter a custom subject for the notification, or use default.
   • Sender name: enter a custom sender name for the notification, or use default.
   • Sender email: enter a custom sender email for the notification, or use default. If you use your own email (e.g., notifications@yourbusiness.com) address, please add the following SPF record for the domain (e.g., business.com) to avoid problems receiving the emails:
     http://support.holmsecurity.com/hc/en-us/articles/213446285
   • Recipient: enter the recipient for the notification.
   • Message: enter a custom message for the notification, or use default. 
9. Click OK.
10. The report will now be generated, and a notification will be sent (if activated) according to the schedule.
11. Done!