Run Advanced Reporting on EEO/Diversity Reports in Faculty Search
Advanced EEO/Diversity Reports in Interfolio Faculty Search (FS) give authorized administrators access to EEO statistics throughout the hiring process. The reports can be found under the Advanced Reports tab on the Reports page and include a comprehensive data analysis tool and various visualizations to help EEO Officers and Administrators monitor diversity goals and understand the hiring process for specific positions. Only EEO Officers and Administrators with permission to view EEO data can use this feature.
For custom EEO forms, we have analyzed the text of questions and attempted to map them back to questions on standard EEO forms. This works to populate the data/graphs with the information you see. In order to achieve this, we have looked for specific keywords like race or gender, in an effort to align with our standard question.
If a question does not map to one of our standard questions, it will not be included in the report. For example, custom questions such as “Are you a first-generation college student?” does not map to a standard EEO question, and will not be included in the reports.
Only terms that map back to standard EEO questions can be included in the Advanced Custom Form Reports.
Run Advanced Reporting
1. Navigate to Advanced Reports under Reports
Navigation: Reports > Advanced Reports
- Click Reports under Faculty Search on the navigation menu.
- Select the Advanced Reports tab.
2. Edit and select filters
Advanced EEO/Diversity Reports allow you to answer specific questions about your data. Start by thinking of a specific question that could be answered by looking at your EEO information, then use filters to track EEO questions and responses over a particular time frame, for specific units, positions, position types, and more.
- Set Date Filters. Toggle to enable or disable filters that set the date or date range you want to report on. Date filters are available for Position Created Date and Application Created Date.
- Use the Edit (pencil) icon to open an edit window where you can choose a specific year, set a calendar date, or select a time frame.
- Select Unit Levels: Use the Edit (pencil) icon or the Include All button to select the units to include in your report. Uncheck a unit to exclude it from your report.
- Select Position Type: This is determined by the types of positions at your institution, for example, Faculty, Staff, and Graduate positions.
- Select Position Status: The statuses that appear here reflect the available statuses for the unit you selected in Step 2 above.
- Set Geographic Filters: Set Country, State, and City filters if necessary.
- Select EEO Questions: Select the questions that will best provide the data you want. For example, choose Ethnicity and Gender if you want to know how many women Hispanic women have applied to a position.
- Select EEO Responses: The responses that appear here are determined by the questions you select in step 6 above. Select the responses that apply.
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Set default filters: When you create a set of filters, you can indicate if you want the system to remember those filters as your default configuration. When you have a set of filters you want to keep, select the Additional Options menu (three vertical dots) and select Set as My Default Filters. When you make changes, the Restore (circular arrow) icon will restore filters back to your default.
3. View Advanced Reports
The numbers across the top of the page represent statistics about Positions Created, Positions Open, Positions Closed, and Applicants.
- Click the numbers across the page to view various detailed reports about positions and applicants.
Note that these reports can also be filtered to be more specific using the filters that appear in the window alongside the reports.
- After closing out of the detailed report window, select a report type by opening one of the tabs that span the second row of the report window. These include Positions, Applicants, Standard EEO Responses, and Custom EEO responses.
- Reports with visualizations based on the filters you have set will appear for the report type you select.
Please note that if your institution uses Custom EEO Responses, the Standard EEO Responses tab will display, but no data will appear on the page when you open it. Likewise, if your institution uses the Standard EEO Form, the Custom EEO Responses tab will display but no data will appear on the page.
- Reports with visualizations based on the filters you have set will appear for the report type you select.