Analytics

Analytics provides you with the ability to pull and combine specific data points from your SecurityIQ platform. Analytics reports are created by combining data points along with filtering to make reports that to meet your specific needs.

To start navigate to Analytics in your SecurityIQ platform.

 

 

Creating a New Analytic Report

  1. Click the New Report Button.
  2. Name the Report.
  3. Select the Primary Object. The object you select will determine what type of data is available to your report.
  4. Click the Next Step button. 
  5. If you would like a Related Object select it now.
  6. If you selected a Related Object, select the relationship between the Primary and Related object.
  7. Click the Next Step button.
  8. Select the Fields you want to be included in your report.
  9. Add at least one filter by filling out the fields and clicking the plus button.

    • More than one filter can be selected.
    • For example, if you selected the Field “Phished Count”, the Operator “Greater than or Equal to” and the Value ‘1’, only learners that have been phished at least one time would appear in the report.
  10. If you wish this report to be emailed once a week check the checkbox and select whom you would like to receive the report.
  11. Click the Create Report button.

Viewing an Analytic

  1. Hover your mouse over the analytic you wish to view and click the details icon.
  2. Notice that while viewing the analytic you have the option to download the data as a CSV file or print.


Editing an Analytic


  1. Hover your mouse over the analytic you wish to view and click the edit icon.
  2. Make any changes to the analytic and click the Save button.

Cloning an Analytic


  1. Hover your mouse over the analytic you wish to view and click the clone icon.
  2. The cloned Analytic will now be in your Analytics list.

Deleting an Analytic

  1. Hover your mouse over the analytic you wish to view and click the delete icon.