Generate a report and use the archive

Your client just asked you for last quarter’s training compliance numbers, or the board meeting is tomorrow and you need an executive summary — and you don’t want to wait for the next monthly bundle. Generate it now from the report catalog, open it as soon as it’s ready, and find it again later in the archive.

The same surface holds both halves: the Generate tab is the on-demand catalog, the Archive tab is the per-client history of everything that’s ever been produced for this client (on-demand and scheduled). They share the same open / download / email actions.

Where this lives

Open the client → Reports (the last tab in the client navigation). Two tabs at the top — Generate and Archive.

You’ll need

The client to be onboarded and have data. A brand-new client with no training started will produce an empty report, not an error.
For some reports: a time window (last 30 / 60 / 90 / 180 / 365 days, or a custom range) or a specific course.

How reports are delivered

Click Generate and a notification in the corner of the dashboard tracks the report while it’s built. When it’s ready, the notification gives you two buttons:

Open Report — opens it straight away in a new tab. Nothing is emailed.
Email Me — sends it to your inbox.

If you do neither, a short countdown runs out and the report is emailed to you. Closing the notification emails it too, and so does closing the tab before it’s ready — you never lose a report you asked for. On-demand reports go to you, the admin who generated them; the client’s monthly recipients aren’t emailed.

The Archive holds every report after it’s been generated, so you can open, re-download, or re-email it without re-running the catalog.

Generate a report

Click the Generate tab if you’re not already on it. The catalog shows every report type, with category chips along the top — All, Overview, Training, Phishing, Security.
Filter by category if you know roughly what you want. Overview covers exec summaries and risk; Training covers completion / performance / status; Phishing covers test results; Security covers Dark Web Monitoring (only visible if that feature is enabled for the client).
Click Generate on the card of the report you want.
For some reports, a parameter modal opens:
- Time-windowed reports (Phishing Overview, Compliance Report, Risk Progress) ask for a preset window — last 30 / 60 / 90 days, last 6 months, last year. The Compliance Report also accepts a custom date range.
- Risk Progress shows how the client’s risk moved over the window you pick, up to the last year: the client’s average score as a trend line, then a card for each person, grouped: people who improved through what they did first, then people whose score rose only because old events aged out, then people with no change, then declines. By default only people whose score moved substantially get a card; tick Include everyone, not just people whose score moved for a card per person (long on a large client).
- Course-specific reports (Course Details) ask which assigned course to run against. Only courses currently in this client’s curriculum show up.
Pick the values and click Generate in the modal.
You get a “Queued — we’ll notify you when it’s ready” confirmation on the card, and the notification appears in the corner. You’re free to queue another report or keep working elsewhere in the dashboard while it builds.

Find and re-download a past report

Click the Archive tab. It shows the running count next to the label — Archive (47) means 47 reports have been produced for this client.
Narrow the list with the filters at the top:
- All types dropdown — filter to a specific report type (only types that actually exist in the archive appear).
- From / To date pickers — narrow to a date window.
- Clear button shows once a filter is active and resets everything.
Each row shows the report type, generated date, and its actions:
- Open (PDF reports) — shows the PDF in a new browser tab instead of downloading it.
- Download — saves the file. Use this when you want a copy on disk to attach or forward.
- Email — emails the report to you. Use this when you want it in your inbox to forward on.
Paginate at the bottom — Previous / Next move 25 rows at a time. Page count is shown alongside.

You’ll know it worked when

On-demand generation — the notification switches to ready with Open Report and Email Me buttons. Open it, or let it email you. The new entry also shows up in the Archive tab.
Archive open — the PDF shows in a new browser tab.
Archive download — the PDF or Excel file saves.
Archive email re-send — an “Email queued” tag appears next to the row’s actions; the report reaches your inbox a few minutes later.

Frequently asked

How long does generation take? A few minutes for most reports — the heavier ones (large user counts, long date windows on Compliance or Risk Progress) can take longer. The notification stays up while it builds; if it’s taking a long time, the notification closes and we email the report to you when it’s done. If the notification says the report failed, generate it again.

Why is Dark Web Monitoring missing from my catalog? Dark Web Monitoring is a paid add-on. The report card is hidden when the feature is off for this client — either at the per-client toggle or at the partner-wide add-on (Billing → Add-ons). To turn it on for a client, see Dark Web Monitoring (or your sales contact if the add-on isn’t on yet).

Can I get a report as Excel instead of PDF? Each report has a fixed format — the tag on the card (PDF or Excel) tells you which. Status-oriented reports (Training Status, Overdue Courses, Phishing Performance, Department & Manager Training) are Excel because the partner usually wants to slice the data themselves. Summary / narrative reports are PDF.

How is this different from the scheduled monthly bundle? The monthly bundle (configured in Tailor → Automated Reports) runs automatically on the 1st of every month at 11:00 UTC and emails out whichever reports you’ve enabled. The on-demand catalog here is everything else — board-meeting pulls, ad-hoc audit requests, mid-month spot checks. Both flows write into the same archive.

The recipient list is wrong — can I change it? Recipients are configured in Tailor → Automated Reports for the client, plus any global recipients set at the partner level. Add or remove people there and the next monthly bundle uses the updated list. That list is for the monthly bundle only — reports you generate or re-send from this page go to you. See Scheduled reports for details on how the two lists combine.

Can I generate a report across multiple clients at once? Not from this surface — the Reports tab is per-client. For cross-client reporting, your partner-level dashboard rolls up the same data. Custom multi-client reporting is on the roadmap; contact our support team if you have a specific use case driving it.

A report I generated isn’t showing up in the Archive yet. The Archive populates only after the report finishes rendering — the same moment the notification switches to ready. If it’s still generating, the row won’t be there yet. Refresh the page once it’s ready.

Can I delete a report from the Archive? No — the archive is append-only. Generated reports stay there for the life of the client. This is by design: most partners use the archive as an audit trail for what evidence they produced and when.

Scheduled reports — the automatic monthly bundle, plus where the recipient list is configured.
Custom reports — additional scheduled cadences beyond monthly.