--- title: "Standard Reports Configuration" slug: "standard-reports-configuration" updated: 2024-03-06T07:39:58Z published: 2024-03-06T07:39:58Z canonical: "documentation.infinite.com/standard-reports-configuration" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt > Use this file to discover all available pages before exploring further. # Standard Reports Configuration Abstract Product: **Workbench** #### Relevant eLearning [Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/41StandardReports.mp4) ### Configure Standard Reports 1. In workbench, select Tools → Settings → Reports. ### Shared Settings The **Shared Settings** tab contains settings that are shared across all standard reports. 1. **Hired statuses** section: Select the **HR Status** to be considered as the hired status across all standard reports. Multiple HR Statuses can be selected. Example: select **Hired**in the Available HR statuses column and select **Add**. 2. **Not interested statuses** section: Select the **HR Status** to be considered as the disposition status across all standard reports. Multiple HR Statuses can be selected. Example: select **Candidate Not Interested** and **Company Not Interested.** 3. **Start date** section: Select **Select form field**. Select the **candidate form field** to be used to indicate the start date for your organization’s new hires. Only Date fields from per req candidate forms show in this list. Example: **Start Date** from the **Offer form**. 4. **Custom requisition fields** section: This section allows you to pick up to four req fields that users are able to choose from when filtering their standard reports. Filter fields can vary between specific standard reports and you are able to update the reporting label in the languages your organization has enabled for the BrassRing UI. - Select the**report name** by using the pull-down menu. This refreshes the fields that are selected in the **Configured fields** section to display the fields chosen for the selected report. If needed, select different fields to be used as filters for that report. - Select **View configuration** to view the req fields to be chosen as filters for each report. - Instead of updating each standard report separately, use the**Apply configuration**to field to apply the filter fields to reports of your choosing. - The default filter fields are: - Department = Standard Department field. - Location/Division = Standard Location or Division field. - Hiring manager = Standard Manager field. - Recruiter = Standard Recruiter field. ![image001.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/7a009873-1754-4aec-a54d-5ede10f9ecf6.jpg) ### Source Settings The **Source settings** tab allows your organization to determine what field should be used to indicate candidate source in the standard reports. 1. Select either **Pull source from code type** or **Pull source from form**. Only one can be selected. - If **Pull source from code type** is selected: - Select **the code type**. Example: Source Code - Select **the instance**. Example: Most Recent - Note: Codes are stored in the Codes (Last Codes) section of the candidate’s Talent Record. - If **Pull source from form** is selected: - Select **Select form field.** - Select **the appropriate field** that stores the candidate’s source from the req and candidate form fields. Only one can be selected. ### Diversity Settings The **Diversity settings** tab allows you to determine what fields and options indicate diverse groups for candidates in your organization. Only **single per candidate** or **single per candidate per req** forms can be used in this configuration. 1. **Diversity hires** section: This section is used to identify what a diverse candidate or new hire means to your organization. ![image002.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/1664f551-76a1-46d4-8cdd-e22307bc9131.jpg) - Select **Select form fields**. Choose the fields that indicate a diverse candidate hire within your organization. Multiple fields can be selected. It is recommended that you consult with your legal team to determine which fields or options that should be used for this configuration. Example: **Gender and Race** or **Ethnicity fields** from the EEO Form. **Selection field** from the 503 Disability Self-ID form.**Selection field** from the VEVRAA Post-Offer form. - Select each field separately from the **Selected fields** pull-down menu. Upon selecting each field, you can choose which field options indicate that the candidate is a diverse hire. Example: **Women**from the Gender field of the EEO Form. The **Yes, I have a disability**option from the 503 Disability Self-ID form. - Select Candidate type instance of **Current, Previous**, or **Original**to determine which candidate type the **Diversity report**looks at for the calculation. - Select the **Candidate types**that are represented in the graph. 2. **Diversity breakdown** section: This section is used to map your req form field options and candidate form field options for both the Diversity standard report and the Diversity visualization. - **Job category** section: - Select a requisition field in the **Select question** pull-down menu. Example: EEO1 Category - Select **List>** for each category to map your req form field option to the designated job category option. Example: Exec/Sr Level Officials and Managers = Exec/Sr Level Officials and Managers option in the req form field. More than one field option can be mapped to each category configuration if wanted. - **Gender**Section: - Select**Select form fields** to choose which field to use in the mapping. Example: Gender field from the EEO Form. - Select **the field options** that to designate as the Male and Female options for the gender configuration. - **Race**section: ![image003.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/ea7d6ba6-31b2-402f-9627-92be6e712043.jpg) - Select **Select form fields** to choose which field to use in the mapping. Example: The **Please select the race/ethnicity that best applies to you**field from the EEO Form. - Select**the field options** that to designate as the various race options for the race configuration. ### Dashboard Settings The **Dashboard settings** tab allows you to edit settings for the standard reports: Source Yield, Talent Pipeline, and Time to Fill. 1. **Source yield**section: - Displays the Source location or field that was selected in the **Source settings** tab. Select Select options to select up to five sources. Select **View configuration**to view the sources currently configured. 2. **Talent pipeline statuses** section: - Select the **HR Statuses** to include in the pipeline. A maximum of five statues can be selected. Statuses can also be ordered by using the **Move Up**or **Move Down**options. Example: Applied, Hiring Manager Review, First Interview, Offer Accepted, Hired. 3. **Time to fill goal**section: - Define your organization’s target **Time to Fill** goals by entering values into the **Minimum days** (#) and **Maximum days** (#) fields. ### Talent comparison settings The Talent Comparison tab allows you to configure the Talent Comparison report. The Talent Comparison report is found in BrassRing by accessing a req folder, selecting 2 - 5 candidates, and selecting Actions → Talent Comparison. 1. From the **Select report type** field, select either the **Client-level criteria selection** or the **User-level criteria selection**option. - If**Client-level criteria selection** is selected: - Select**Add field to configure**. - From the **Select field type**field, select either **Applicant Master Form**or **Candidate Form Fields**. - The previous selection determines what fields show in the **Select field** pull-down menu. Choose **the field** to include in the comparison report. - To add more fields to the configuration, repeat these steps. A maximum of 10 fields can be selected for the Talent Comparison Summary. - If **User-level criteria selection** is selected: ![image004.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/9e95f854-722d-4212-84af-28926b76e776.jpg) - Select **Select form fields**. - Select **the appropriate fields** to be included in the comparison.