Generate a Training Report

Introduction

A User can create a Report on a Training Campaign conducted through the KnowBe4 System.

Step-by-Step Guide

1. Navigate to the “KnowBe4” section of the “Tools” module

2. Set up KnowBe4 integration if it is not in place already (Setup KnowBe4 Integration Guide)

3. Select the “Training” section

4. Open the details of a Training Campaign.

5. Click “Generate Report” at the top right of the screen.

6. Click the “Submit” button when the “Configurations” prompt pops up.

7. Wait for the Report to generate. (Note, after the Report is generated, it is automatically saved as Version 1)

8. If edits are necessary:

   1. The editing menu is immediately brought up and changes can be made

   2. Click the “Save” button at the top right of the editor to save the new version.

Video Tutorial

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