Reporting

The INFIMA platform offers two primary types of reports:

• On demand reports generated from the Dashboard under the Reports page.
• Automated monthly reports that can be customized to meet client needs.

On demand reporting

Overview

On demand reporting allows you to generate instantaneous reports directly from the dashboard. These reports provide real-time insights into various aspects of your security awareness training program.

Purpose

• Real-Time Insights: Get up-to-date information on user performance and training effectiveness.
• QBR Prep: Generate any reports you need before a meeting with your client.

Accessing the on demand reports page

1. Navigate to the Dashboard:

• Log in to the INFIMA platform to access the dashboard.

2. Select a Client:

• Specificy which client you want to report on.

3. Open the Reports Page:

• Click on the "Reports" tab in the navigation menu.

4. Generate a Report:

• Select the type of report you need and customize the parameters as required.

Sent email log

Overview

The sent email log feature allows administrators to review all emails sent to users through the INFIMA platform. This comprehensive log provides visibility into email delivery and engagement, helping you track communication effectiveness and troubleshoot any delivery issues.

Purpose

• Email Tracking: Monitor all emails sent to specific users across different delivery methods.
• Delivery Verification: Confirm successful email delivery and current status.
• Engagement Insights: View whether emails have been read and their current folder location.
• Inbox Management: Move misplaced emails back to the Inbox for better visibility.

Accessing the sent email log

1. Navigate to the Dashboard:
   • Log in to the INFIMA platform to access the dashboard.
2. Go to Reports:
   • Click on the "Reports" tab in the navigation menu.
3. Select Email Log:
   • Navigate to /reports/email or select "Email Log" from the reports menu.
4. Filter by User:
   • Select a user from the dropdown menu to view all emails sent to that specific user.
5. Set Date Range (Optional):
   • Choose a start date and end date to filter emails within a specific time period.

Email delivery methods

Emails in the log are sent using one of three methods:

• Microsoft API: Emails sent through Microsoft's API integration
• Google API: Emails sent through Google's API integration
• SMTP: Emails sent through standard SMTP protocol

Viewing email details

For emails sent via Microsoft API or Google API:

1. Click on an Email:
   • Click any email entry sent via Microsoft or Google API to view its current status.
2. Review Live Status:
   • View the current state of the email including:
     • Current folder location (Inbox, Spam, Deleted, etc.)
     • Read/unread status
     • Delivery timestamp
3. Move to Inbox:
   • If an email is not in the Inbox folder, use the "Move to Inbox" button to relocate it.
   • This ensures important emails are visible to the recipient.

Best practices

• Regular Monitoring: Periodically review the email log to ensure important communications are being delivered successfully.
• Date Range Filtering: Use date ranges to focus on specific campaigns or time periods.
• Inbox Management: Check for emails that may have been filtered to spam or other folders and move them to the Inbox as needed.
• Delivery Method Analysis: Compare delivery success rates across different methods to optimize your email configuration.

Reporting archive

Overview

The reporting archive allows you to access reports previously generated. These reports provide insight into past performance and can be used to track progress over time.

Purpose

• Historical Insights: Access reports previously generated.
• Progress Tracking: Track progress over time.

Accessing the reporting archive page

1. Navigate to the Dashboard:

• Log in to the INFIMA platform to access the dashboard.

2. Select a Client:

• Specificy which client you want to report on.

3. Open the Reports Page:

• Click on the "Reports" tab in the navigation menu.

4. Select Report History:

• Select a report you want sent to your inbox.

Automated monthly reports

Overview

Automated monthly reports are scheduled reports that are sent out at regular intervals. These reports can be customized to meet the specific needs of your clients and provide a comprehensive overview of their security awareness training progress.

Purpose

• Consistency: Ensure that all clients receive regular updates on their training progress.
• Customization: Tailor reports to meet the specific needs and preferences of each client.
• Efficiency: Automate the reporting process to save time and reduce manual effort.

Viewing client configuration

1. Navigate to the Dashboard:

• Log in to the INFIMA platform to access the dashboard.

2. Navigate to Monthly Reports:

• Go to the "Monthly Reports" section in the INFIMA dashboard.

3. Review Report Settings:

• Check the current settings for automated reports, including recipients and content.

Setting a partner default

1. Navigate to Partner Settings:

• Go to the "Partner Menu" section in the dashboard and select Settings.

2. Navigate to Monthly Reports:

• Select Monthly Reports from the options.

3. Configure default settings

• Customize the reporting content and global recipients.

4. Save Changes:

• Save the changes to ensure that all new clients receive reports based on these default settings.

Customizing settings for a client

1. Select a Client:

• Go to the "Clients" section and select the client you want to customize settings for.

2. Navigate to Monthly Reports:

• Select Monthly Reports from the options.

3. Adjust Report Preferences:

• Customize the report settings for the selected client, including recipients and specific report content to be included.

4. Save Custom Settings:

• Save the customized settings to ensure that the client receives reports tailored to their needs.

Scheduled events

Overview

Scheduled events allow administrators to automate recurring tasks using cron-based scheduling. This powerful feature enables you to set up automated processes that run at specified intervals, reducing manual work and ensuring consistent execution of important tasks.

Purpose

• Task Automation: Automate recurring administrative tasks to run at specified intervals.
• Consistency: Ensure important processes execute reliably on schedule.
• Flexibility: Configure schedules using common presets or advanced cron expressions.
• On-Demand Execution: Trigger scheduled events immediately when needed without waiting for the next scheduled run.

Available event types

Currently available scheduled event types:

• Send Manager Reminders: Automatically send reminder notifications to managers at scheduled intervals.

Accessing scheduled events

1. Navigate to the Dashboard:
   • Log in to the INFIMA platform to access the dashboard.
2. Select a Client:
   • Specify which client you want to manage scheduled events for.
3. Open the Reports Page:
   • Click on the "Reports" tab in the navigation menu.
4. Select Scheduled Events:
   • Navigate to /reports/scheduled-events or select "Scheduled Events" from the reports menu.

Creating a scheduled event

1. Click Create Scheduled Event:
   • Click the "+ Create Scheduled Event" button at the top of the page.
2. Configure Event Details:
   • Event Name: Give your scheduled event a descriptive name (e.g., "Weekly Manager Status Report").
   • Event Type: Select the type of event from the dropdown (e.g., "Send Manager Reminders"). Note that event type cannot be changed after creation.
   • Active Toggle: Turn on the toggle to enable the scheduled event.

3. Configure Schedule:

   • Common Schedules: Choose from preset schedules like:
     • Every Monday at 9:00 AM
     • First day of month at 9:00 AM
     • Every Tuesday at 6:00 PM
     • Twice a month (1st & 15th) at 3:00 PM
   • Advanced Configuration: Use cron expression fields for custom schedules:
     • Minute: 0-59
     • Hour: 0-23
     • Day of Month: 1-31, ?
     • Month: 1-12
     • Day of Week: 0-7, MON-SUN
   • Next 3 Executions: Preview the next three scheduled run times in UTC.

4. Save the Event:

   • Click "Update Scheduled Event" to save your configuration.

Managing scheduled events

The Scheduled Events page displays all configured events in a table with the following information:

• Event Name: The descriptive name you assigned
• Event Type: The type of automated task
• Next Run (Local Time): When the event will execute next
• Status: Active or Inactive indicator
• Actions: Available management options

Triggering events immediately

Use the Trigger Now button to execute a scheduled event immediately without waiting for the next scheduled run time. This is useful for:

• Testing newly created events
• Running events on-demand outside the regular schedule
• Responding to immediate needs without modifying the schedule

Editing events

1. Click the Edit button next to any scheduled event.
2. Modify the event name, active status, or schedule configuration.
3. Click "Update Scheduled Event" to save changes.

Activating and deactivating events

• Deactivate: Temporarily disable an event without deleting it by clicking the "Deactivate" button in the edit view or toggling the Active switch off.
• Activate: Re-enable a deactivated event by toggling the Active switch back on.

Deleting events

To permanently remove a scheduled event, click the Delete button in the edit view. This action cannot be undone.

Best practices

• Descriptive Naming: Use clear, descriptive names that explain the event's purpose.
• Test with Trigger Now: After creating a new scheduled event, use "Trigger Now" to verify it works correctly.
• Monitor Next Run Times: Review the "Next Run" column regularly to ensure events are scheduled as expected.
• Use Common Schedules: Start with preset common schedules when possible for easier configuration.
• Time Zone Awareness: Remember that "Next Run" displays in local time, while the preview in the edit view shows UTC.