Executive Reports

What's In the Report

The executive report is a single rendered document that consolidates the same data behind the Training Dashboard widgets, framed for non-operators:

• Headline KPIs: click rate, submission rate, reporting rate, training completion, current quarter vs. prior.
• Threat-trend chart over 12 or 26 weeks.
• Cohort breakdown by department or risk tier.
• Top campaigns by template effectiveness.
• Repeat-clicker watchlist, anonymized by default for distribution.
• Time-to-click distribution.
• Recommended next actions, populated from open auto-enroll rules and outstanding training assignments.

Generate a Report

GET /api/reports/executive
Accept: application/pdf            # or application/json

# Optional query parameters
?since=2026-01-01&until=2026-03-31  # Reporting window
?org_id=42                          # Scope to one tenant (MSSP)
?anonymize=true                     # Hash names/emails on watchlist

Or click Reports → Executive → Generate in the dashboard. PDFs pick up branding automatically.

Schedule a Recurring Report

For a monthly board readout, drive the endpoint from your scheduler of choice:

# cron: first business day of each month
curl -H "Authorization: Bearer $SAT_API_KEY" \
     -H "Accept: application/pdf" \
     "https://sat.example.com:3333/api/reports/executive?since=$(date -d '-1 month' +%Y-%m-01)" \
     -o "exec-report-$(date +%Y-%m).pdf"

AI-Generated Narrative Summary

With AI settings configured (PUT /api/ai/settings), HailBytes SAT can attach a short written summary to the report:

POST /api/ai/generate-summary
{
  "scope": "executive_report",
  "since": "2026-01-01",
  "until": "2026-03-31"
}
# Result is cached and re-served from /api/ai/summary/{id}

Distribution Tips

• Use ?anonymize=true for any document leaving the security team.
• For MSSP deployments, generate one report per org_id and deliver per tenant.
• Pair the PDF with the AI narrative summary for non-technical stakeholders.

Next Steps