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How to setup automated email Reports

Set up automated email reports for administrators and group auditors.

The Nimblr Security Awareness automated email report is a monthly summary sent on the first day of each month. It covers activity from the first to the last day of the preceding calendar month, including course completions and triggered phishing simulations. The report contains no personal data and can be scoped to a specific group of users. It is delivered automatically to any administrator who has the option enabled.

To activate the automated email report, navigate to Settings > Administrators. Create a new administrator or edit an existing one. Check the 'Send Summary Report by email' option, then click Save Settings.

Learn how to set up your Administrators & Group Auditors here


Activate Summary Report

The report provides a summary of users' progress within the selected scope, including course completion rates and phishing simulation results. Scoping — which limits the report to a specific group of users — is available only for administrators assigned the Group Auditor role. You can create and edit group auditors and their scopes under Settings > Administrators. The report also includes a direct link to the Nimblr Security Awareness portal, where you can review further details and drill down into individual group or user progress.

To stop receiving the report, return to Settings > Administrators, edit the administrator, uncheck 'Send Summary Report by email', and click Save Settings.

 

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