Generate custom reports

Overview

Explore is a robust and comprehensive report creator for DEI analytics. 

It provides data visualizations at many levels of organizational analysis, with the ability to segment and compare by diversity and employee attributes.

This enables an efficient method for root-cause analyses of D&I gaps across the entire employee lifecycle.

Generating reports

Explore can be reached directly (by clicking on the Explore link in the left navigation) or via an existing report (clicking on a report or table cell within Home). In the former scenario, you will start with a blank slate; in the latter scenario, the page will be pre-populated with the report’s information.

Custom reports can be generated by configuring your filters at the top of the page. First, select the category you’d like to view from the first dropdown. This contains the 5 employee lifecycles that Dandi currently supports: Compensation, Representation, Hiring, Attrition, and Retention. 

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Then, click on the second button to open the diversity and employee attributes filter options. The first three columns correspond to the diversity attributes: Gender, Ethnicity, and Age. Under each, you’ll see a list of options that are representative of your employee base. You must select at least one value here.

Dandi supports the intersection of diversity attributes, so you can select across diversity attributes as well (e.g. Hispanic female employees within the 30 - 39 age range), to select a very specific group of people. Note that we limit the total number of options you can choose across diversity attributes, to ensure the generated graph and data below is consumable. The buttons will automatically become active/inactive as you make the selections.

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The rightmost column is the employee attributes filters. You can optionally choose up to two values from the five employee attributes (Department, Location, Job Title, Job Level, and Employee Type), to further filter your report.

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Once you’ve completed your selections, click the Generate button on the right side to generate the full report.

Analyzing reports

After the report is generated, there are a number of tools within Explore to further analyze the data. Starting with the graph, you can toggle the time interval to monthly, quarterly, and yearly. Clicking on a time interval updates the data accordingly for the entire page.

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The x-axis of the graph specifies the time periods (up to 4 periods, based upon data availability) - the time period in bold is the current one you’re viewing. Click on any other time period to view its associated data.

The table below the graph represents the segments and data points displayed in the graph. Clicking on a cell in the employee lifecycle column will rerun the report generation for just that segment. The column(s) to the right include employee counts - Attrition and Retention reports include four columns here, to show employee information at the start and end of the time period. To see the full list of employees that make up a segment, simply click on the cell with the employee number. This will take you to the employee-level view, which displays the list of employees that make up the segment. 

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Below the primary graph and table in Explore, lies the employee attributes tables. This section enables a deep dive into the data set. Note that these tables are not accessible if two employee attributes are already selected in the main filter (since the data set is already filtered).

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Each of the employee attributes sections can be expanded, which then displays a data table segmented by all of the values of the employee attribute (as rows) for each of the diversity segments selected (as columns).

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The table can be filtered by both rows and columns, by clicking the Filter Table button at the right of any employee attribute table. Multiple selections can be made via the checkboxes for both segments. Once a table’s rows are filtered, the “Total” row (unfiltered) stays pinned and a new row appears that represents the total of the filtered rows.

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The employee attributes tables also include employee counts that can be clicked to view the employee level list.



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