How to Schedule & Export Phishing Reports

Step 1: Open the Enhanced Phishing Reporting Dashboard.

Step 2: Scroll down the page to access dashboard options.

Step 3: Click the menu (hamburger) icon in the lower left-hand corner to expand more options.

Step 4: Select Schedule Export from the menu.

Step 5: You’ll see a page listing all active scheduled exports.

Step 6: Click Create Schedule to set up a new scheduled report.

Step 7: Enter the recipient email address for the scheduled report.

Step 8: Add a subject and an optional message.

Step 9: To attach a specific report, choose the default file format (PDF). For full data export, switch the file type to Excel as PDF may cut off data rows.

Step 10: Select how to filter your data for the export attachment.

Step 11: In the filters, use the sidebar dropdown and select Entire Page to ensure all data rows are included.

Step 12: Verify your attachment and data filters. All data from the Phishing Dashboard page will be included in your export.

Step 13: Set the day, frequency, and time zone for the scheduled export.

Step 14: (Optional) Add control values such as Manager, Department, Campaign, or Simulation by clicking Controls under More Options, and then selecting the values.

Step 15: When all options are set, click Create to finalize your scheduled report.

You can manage your scheduled reports here. To edit, rename, send immediately, pause, delete, or duplicate a report, use the three-dot icon next to a scheduled export.

Export Reports Manually

Step 1: Click the menu (hamburger) icon in the lower left corner to access export options.

Step 2: Select Export from the menu.

Step 3: Choose your export settings and ensure the correct attachment is selected. Change the file type to Excel (XLSX) for better data formatting if needed.

Step 4: If exporting report details, select your specific report, click Entire Page, and then choose Export.

Step 5: The exported report will be sent in an XLSX file format.

For further assistance, contact support@ninjio.com.