Inclusionary Data Collection Report

The reporting tool is available on publication sites that use the standard option of the Inclusionary Data Collection feature. The feature allows publications to collect anonymized demographic information from users via a brief diversity, ethnicity, and inclusion (DEI) survey.

This tool can be used by Editor roles with the related permission. Report definitions can be created, saved, shared, edited, and removed.

To run a report using an existing definition:

Report Definition: Choose the definition from the drop-down list.
Click Run Selected Report Definition.

The results page displays the defined criteria above the results table. Users can edit the criteria from this page and rerun the report by clicking Run Report with Selected Data.

The results data appear in a table in the bottom portion of the page. Results can be downloaded in a tab-delimited file by clicking the Download icon.

To run a report to return all DEI data:

Click Run Default Report (All Data).

To create a new report definition including DEI data only:

Criterion: Use the drop-down list to select Gender, Race, or Ethnicity.
Value: Use the multi-selector tool to select one or more values.
Add another row to the definition (Optional):
1. Click Add to create a new row.
2. Choose AND or OR from the drop-down list at the end of the first row to define the relationship between the two rows.
3. Make selections for criterion/value(s) pair in the second row.
4. Repeat steps a – c as needed.
Click Run Report with Selected Data.

The results data appear in a table in the bottom portion of the page. Criteria defined for the report appear above the results table. Results can be downloaded in a tab-delimited file by clicking the Download icon.

The Total column for each row indicates the percentage of the Answer as a portion of the related Question (example, for gender: 53% Woman, 42% Man, 4% Non-binary or gender diverse, 1% Prefer not to disclose).

To create a new report definition for DEI data and publication data:

Select DEI criterion. If no DEI criteria are defined, the report will display results for all DEI criteria.
Add another row to the definition (for publication data):
1. Click Add to create a new row.
2. Choose AND from the drop-down list at the end of the first row to define the relationship between the two rows.
Select publication criterion: Use the drop-down list to select a publication data criterion. (See list below for more information.)
1. Define Selector.
2. Define Value.
Click Run Report with Selected Data.

The Answer Total column for each row indicates the percentage of the Answer as a portion of the related Question (example, for gender: 53% Woman, 42% Man, 4% Non-binary or gender diverse, 1% Prefer not to disclose). Total columns related to publication data are described below.

Tip: Sort by the Total columns to see grouped data.

Options for publication data criterion:

Authors of Submissions with Final Decision: Use the Value multi-selector list to choose one or more decision terms defined by the publication. The Decision Total column for each row indicates the percentage of that Question/Decision pair as a portion of the related Decision (example, for gender and Accept or Reject decision: 48% Woman/Accept, 51% Man/Accept, 0% Prefer not to disclose/Accept, 62% Woman/Reject, 38% Man/Reject.)
Authors of Submissions with Final Decision Date: Use Selector drop-down list to select a date range option and use the calendar tool to select a date. If no decision terms are selected in a separate line of the report definition, the results display all decision terms in the selected date range. The Decision Total column for each row indicates the percentage of that Question/Decision pair as a portion of the related Decision (as described above).

To save a report definition (after defining and running):

Users can save report definitions they have created. These definitions are available only to the creator unless shared.

Click the Save icon at the top of the results table to open a pop-up window.
In the pop-up window, enter a name in the Report Criteria Name text box.
Click Submit.

To edit a saved report definition:

Report Definition: Choose the definition from the drop-down list.
Click Edit Selected Report Definition. (The defined criteria appear in the report tool.)
Edit report criteria (as described in steps to create a report, above).
Click Run Report with Selected Data.
If saving edited version, click the Save icon at the top of the results table to open a pop-up window.
In the pop-up window, name the report:
- Check the box next to the setting “Overwrite existing report?” and select the name of the edited report from the drop-down list. option replaces the original version of the report with the edited criteria.
  OR
- Enter a name in the Report Criteria Name text box (and do not select the checkbox setting). This option adds the new report name to the saved reports list and does not change the original version of the report that was selected for editing.
Click Submit.

To share a saved report definition:

Saved report definitions can be shared with Editor roles that have permission to access the IDC report tool. Shared report definitions will appear in the Report Definition drop-down list for all users with the chosen role.

Report Definition: Choose the definition from the drop-down list.
Click Share Selected Report Definition to open a pop-up window.
Check the box next to the role(s) that the saved report definition will be shared with.
Click Submit.

The user who saved and shared the report will see the name of the report with (shared) appended to it. Other users will see the report name in the Shared section of the Report Definition drop-down.

To remove a report definition:

Report Definition: Choose the definition from the drop-down list.
Click Remove Selected Report Definition.
Click OK in the confirmation pop-up window.