This article describes the Correlation Report of SMARTFENSE, a unique view that cross-references statistics from different components (training and simulation) in a single chart and a detailed table, with options to customize components, filters, and visible user columns.
To access the report, go to the Reports menu, locate the Correlation card, and click on the eye icon corresponding to the Correlation Report.
You can find more information by accessing the workshop recording.
Report Overview
The Correlation Report centralizes statistics from simulation campaigns, awareness content, and assessments into a single analysis point. The main view is organized into three sections:
- Header: description of the section and the buttons Configure Correlation Report, Save Current View, and Load View.
- Correlation Chart: shows the evolution of the selected interactions over time. It allows combining series from different components in the same chart.
- Correlation Details: a table with detailed user-level information for each interaction included in the report. It includes a search feature, pagination, and export option.
Report Configuration
To define what information is displayed, click the Configure Correlation Report button. The configuration panel is divided into three sections: Components, Filters, and User Columns.
Components
This allows you to select the components to be included in the correlation. The available components are:
- Interactive Modules
- Videos
- Video Games
- Newsletters
- Phishing
- Smishing
- Ransomware
- Exams
- Surveys
For each component you can define:
- Do you want to show this component in the correlation report? Yes / No.
- Interactions to include: select which indicators of the component will be included in the chart (for example, for Interactive Modules: Sent, Started, Completed).
- Color: customize the color that will represent each interaction.
- Style: choose between Line or Column for the visual representation of each interaction.
Filters
The available filters to narrow down the report are:
- Include interactions from date (date and time).
- Include interactions up to date (date and time).
- Filter by group
- Filter by functional area
- Filter by hierarchical level
- Filter by smart group
- Filter by topic
- Filter by status: include active and/or inactive users.
User Columns
This allows you to select which user data is shown in the Correlation Details table. This feature avoids manually cross-referencing data with other tables and allows generating the report with the information each client needs.
The available fields are organized into four groups:
Basic Data
- User (always visible, cannot be hidden)
- First Name
- Last Name
Groups
- Groups
- Functional Areas
- Hierarchical Levels
- Smart Groups
Profile
- Manager
- Role
- Language Code
- Employee ID
- Phone
- UPN
Audit
- Status
- Creation Date
- Edit Date
Each field is enabled or disabled via a toggle switch. The User column is fixed and always shown in the table.
Once the three sections are configured, click Accept to apply the changes to the report.
Save and Load Views
The report allows you to save configurations for reuse in future analyses:
- Save Current View: stores the current configuration (components, filters, and columns) with an identifying name.
- Load View: displays all previously saved views and allows selecting one to apply to the report.
This functionality facilitates recurring work for administrators and partners managing multiple campaigns or clients, avoiding the need to configure the report from scratch each time.
Exporting
Correlation Details
The detail table can be exported by clicking the Export button located at the top right corner of the table. Available formats are:
- Excel
- CSV
Correlation Chart
The chart allows exporting the information or printing it. To access the options menu, click the three dots (⋯) icon located at the top right corner of the chart.
Available options are:
- Export as image: PNG, JPG, or PDF.
- Export data: JSON, CSV, XLSX, PDF, or HTML.
- Print: sends the chart to the selected printer.
Exports respect the filters and configuration applied at the time of generating the file.
💡 Best Practices
- Save differentiated views for each type of analysis or client, facilitating recurring comparisons.
- Customize the user columns according to the report recipient: include only relevant data to avoid extensive tables and speed up reading.
- Combine multiple components in the same report to obtain a comprehensive view of the awareness program.
- Use the status filter to evaluate differences between active and inactive users.
- Export report data to support executive reports or results presentations.
- Use different colors and styles (line or column) per component to improve chart readability when many interactions are cross-referenced.