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How can I filter an Equality Monitoring report by a specific job?

How to filter by a job in the equality monitoring report

Ces Garcia avatar
Written by Ces Garcia
Updated over 2 weeks ago

Drill down on your Equality Monitoring metrics by filtering for a specific job.


You'll need access to Advanced Reporting to generate a report using the Report Builder. If this is not a part of your plan, please reach out to your CSM to discuss this option.


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Generating the report using a template

To run an Equality Monitoring report, locate Reports found under the Insights section on the left hand side of your screen. Locate the 'Equality Monitoring summary' and click on this template

Please note - users will need to be assigned the "Create and view custom reports" permission to access reports.


Click on 'Customize' to make edits to the template


Click on the '+ Add Filter' button to add a filter to the report and then select 'Job' to filter for a specific job.


Select the 'equals' operator and choose the job you'd like this data for


Click on 'Run Report' to generate this report or 'Save Template' to save the report as a template that you can later run.


Once the report is completed, you can click on 'Download' to save the report locally. This will be saved as CSV file.

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