Generating Custom Reports

Team: Huntress SAT (Security Awareness Training)
Product: SAT 
Summary: Admins can create Custom Reports for custom data in the Reports tab

While the standard Assignment and Phishing reports provide easy access to your SAT data, Custom reports are a great way to take a deeper look at your data and gain insight into more refined inquiries.

Admins can use the Custom report tool, found under the 'Reports' tab of the SAT admin platform, to build any type of report they need to track the progress of their learners across SAT training. These reports can be exported to an easy-to-view csv file, and the report configuration can be saved as a "recipe" for easy recall in the future.

Let's look at the steps you will need to complete to build a custom report.

Step 1 - Selecting Your Object

First, decide what type of data you would like the report to return by using the first 'Show me' dropdown and to select the object you want to drill into. Objects you can choose from include Learners, Assignment Sessions, Assignment Content Requirements, Phishing Attempts, and Phishing Campaigns. 

The specific list of conditions you will choose from (see: Step 2) as well as the data that will be displayed in the list view below the 'Show me' line will vary depending on the object selected. 

For example, choosing the ‘Learners’ object will allow you to filter by conditions like Groups, Departments, or Tags, while 'Assignment Sessions’ will allow you to filter by specific Assignments, Episodes, Scores, Passed Status and more! (Images below show the conditions available when searching for Assignment Sessions.)

After you have selected which object to search, choose whether you’d like "all" or "any" of the selected conditions to be met when filtering your data. Then use the final dropdown on the line to determine how many results will display per page on the list view below.  

Step 2 - Adding Conditions & Saving Your Report

Next, add as many conditions you need to complete the query by selecting the 'Conditions' dropdown and choosing from the conditions menu.  

It’s important to note that the available Conditions in each menu change based on the selected object in Step 1.  

As you add, modify or remove conditions, the associated data will update dynamically in list format beneath the settings panel.   

Once you’ve completed your report, you can save the conditions as a "recipe" so you can easily recreate an updated version of the report at a later date. To save your unique conditions set, click ‘Save as recipe’ above the "Show me' line and give your "recipe" a name.



You can access and manage your saved "recipe" reports by selecting the purple ‘Use a recipe’ button at the top of the screen.    

Step 3 - Exporting Your Report

Lastly, you can browse the results of this custom report query from within the platform in the list format or export the results to a CSV file using the purple 'Download results' button.