Release Notes

Dashboard: Training page updates

We've added a new details page that provides a comprehensive view of all courses completed by your users. This enhancement gives you better visibility into your team's training progress and achievements.

We've also streamlined the training invite process by consolidating it into a single tab. This new interface makes it easier to manage invitations, allowing you to efficiently send training invites to either an entire client organization or select specific users.

There's also been a lot more done under the hood to improve the dashboard user experience. Keep a look out for more updates to the training page in the coming weeks.

Access historical reports

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

You can access historical reports from the Reports page. Select the report you would like and it will be sent to your inbox.

For detailed information on how to access these reports, please refer to our updated Knowledge Base.

Course completion certificates and reverse a failed phish

Sometimes users want a proof they've completed a course. We've added a button to the end of every training course that generates a PDF certificate. When a user successfully completes a course, they can click the button to get a certificate in their inbox.

Reverse a failed phishing test

One of our most common support requests is to reverse the results of a simulated phishing test. Often it's a user testing the platform or a tech that inadvertently clicks on a simulated phishing email they got forwarded.

We've added a button directly into the dashboard that allows an admin to reverse the results of a simulated phishing test. Simply click the button on the Phishing Details page to reverse the results.

New knowledge base and API updates

We're excited to announce the launch of our new knowledge base! This comprehensive resource is designed to make running your security awareness training program even easier.

Our new knowledge base is a centralized hub for all the information you need to make the most of our platform. It includes:

• Detailed product documentation
• Step-by-step guides for common tasks
• Best practices for implementation
• Frequently asked questions and troubleshooting tips

This resource will help you quickly find answers to your questions, streamline your workflow, and maximize the value you get from our services.

Reports available via API

All generated reports are now accessible through our API. This includes the monthly reports, executive summaries, user risk reports, phishing campaign results, and training completion statistics.

For detailed information on how to access these reports via API, including endpoints, authentication, and response formats, please refer to our updated API documentation.

If you have any questions or need assistance integrating these new API features, don't hesitate to reach out to our support team.

Excel attachment for easier reconciliation

In addition to the standard PDF invoice, you'll now receive an Excel file containing the same invoice data. This Excel version offers several benefits:

• Easy import into accounting software
• Simplified data analysis and manipulation
• Quicker reconciliation of accounts

Classic monthly report returns

Based on Partner feedback we are reverting back the Classic Monthly Report as the default option. If you want to go back to the Classic Monthly Report, there's no action on your part.

Partners will have the option to choose from the Classic report, new Executive Summary, and any combination of our other reports. Reporting can be customized at the Partner level and at the client level.

Loom Explainer

Customize monthly report content

Have a client that wants every detail for how their SAT program is going? This feature is for you. Configure which reports should be included in the monthly report emails that are sent on the first of every month.

Customizations can be set globally at the Partner level or individually at the client level. Click on the Monthly Report tag under Settings to make your choices.

Loom Explainer

Improvements

• Added capability to customize which reports are sent monthly to clients.
• Added new monthly reporting roll up page to Partner Dashboard.
• Fixed a bug where phishing emails were not reported correctly when reported on an iPad.

User risk scoring

Introducing a way to simplify QBR discussions with your clients -- a User Risk Credit Score. Available via dashboard and PDF report.

The User Risk Credit Score measures each individuals cyber risk akin to a financial credit score. It evaluates employees' cyber readiness based on completed training courses and resilience to phishing attacks.

Improvements

• Added Risk Score page to Client Dashboard.
• Created User Risk Report to correlate with new dashboard page. Accessible under the Reports page.
• Minor Dashboard cleanup tasks.

False clicks prevented counter

This was a fun project to showcase how large the problem of false clicks becomes if not mitigated by your Security Awareness Training vendor. You can checkout the counter at infimasec.com/false.

What are false clicks? Today's email security products scan emails to protect users against malicious links. Unfortunately this causes "false clicks" which make it look like users clicked on a simulated phishing email. This derails user trust in a security program.