OnBoard’s Diversity Reporting helps organizations view group demographics in one place. This can support transparency, accountability, and responsible decision-making.

Diversity Reporting uses demographic information that members choose to add to their OnBoard profiles. Reports appear in Groups when enough demographic data is available.

Enable or Disable Diversity Reporting

How Do I Turn Diversity Reporting On or Off?

Organization Administrators can enable or disable Diversity Reporting from Settings.

1. Select Settings from the navigation bar.
2. Select the Feature tab.
3. Find the Demographics & Diversity Reporting panel.
4. Toggle the feature on or off.

What Happens if I Disable Diversity Reporting?

If Demographics & Diversity Reporting is turned off:

• Demographic fields are removed from user profiles.
• Diversity Reporting is removed from Groups.

Add Demographic Information

Who Can Add or Update Demographic Information?

OnBoard users and Administrators can add or update demographic information in user profiles.

How is Profile Demographic Information Used?

Profile demographic information is used to populate Diversity Reporting for group members.

Users can manage demographic information from their profile settings. Organization Administrators may also edit another user’s profile when they have the correct permissions.

View Group Diversity Reporting

Where Can I Find Diversity Reporting?

Diversity Reporting is available in Groups.

To open a Group:

1. Select Directory from the navigation panel.
2. Select the Groups tab.
3. Select a Group to view its details.

Diversity Reporting appears in the Group Diversity section of the Group.

When Does Group Diversity Data Appear?

Diversity Reporting appears only when a Group has two or more members with demographic information entered in their profiles.

If the Group does not meet this requirement, the Group Diversity section shows that the reporting data is incomplete.

When two or more group members have added demographic information, group members can view two charts:

• Overall Diversity
• Gender Diversity

Overall Diversity

What Does the Overall Diversity Chart Show?

The Overall Diversity chart shows an aggregate total of demographic data for the Group.

It shows the percentage of the Group categorized as:

• Not Diverse
• Diverse

In OnBoard’s Diversity Reporting, the Diverse category includes group members who self-identify as one or more of the following:

• Female
• An underrepresented minority
• LGBTQ+
  • LGBTQ+ stands for lesbian, gay, bisexual, transgender, queer or questioning, and other related identities.

An underrepresented minority is a person who self-identifies as one or more of the following:

• African American or Black
• Hispanic or Latinx
• Asian
• American Indian or Alaska Native
• Native Hawaiian or Pacific Islander
• Two or More Races or Ethnicities

Gender Diversity

What Does the Gender Diversity Chart Show?

The Gender Diversity chart shows the aggregate gender makeup of the Group.

It shows the percentage of members who self-identify as:

• Female
• Male
• Non-Binary

How Can I Interact With the Diversity Charts?

You can interact with the charts in two ways:

• Hover over a chart to see the total number of members and percentages for each data set.
• Select a data set below the chart to add or remove it from the chart view.

Permissions and Diversity Reporting

Who is Included in Diversity Reporting?

Group permissions determine:

• Who is included in Diversity Reporting
• Who can view Full Diversity Reporting Details

What Should I Know About Each Group Permission?

• Member: Included in Diversity Reporting but cannot view Full Diversity Reporting Details.
• Admin & Member: Included in Diversity Reporting and can view Full Diversity Reporting Details.
• Admin: Can view Full Diversity Reporting Details but is not included in Diversity Reporting.

Racial and Ethnic Diversity

What Does the Racial/Ethnic Diversity Chart Show?

The Racial/Ethnic Diversity chart is available only to Group Admins.

It shows the percentage of members by racial or ethnic background.

Member Age

What Does the Member Age Chart Show?

The Member Age chart is available only to Group Admins.

It shows the age range of group members.

How Can I See the Mean Member Age?

Hover over the line in the Member Age chart to view the mean member age.

The mean is the average age of members included in the chart.

Diversity Details

Group Admins can view Diversity Details, which include:

• Diversity Table
• Diversity Matrix

Diversity Table

What Does the Diversity Table Show?

The Diversity Table shows Diversity Details for each group member.

The table includes:

• Racial or ethnic background
• Gender
• LGBTQ+ status
• Veteran status
• Disability status

How Can I See More Information in the Diversity Table?

Hover over the icons in these columns to view more details:

• LGBTQ+
• Veteran
• Disability

Diversity Matrix

What Does the Diversity Matrix Show?

The Diversity Matrix shows demographic board composition totals. It follows the NASDAQ Diversity Matrix format.

NASDAQ refers to the Nasdaq Stock Market. Its Board Diversity Matrix is a standard format used by some organizations to report board diversity data.

The Diversity Matrix displays the total number of:

• Members reported in the Group
• Group members in each gender identity
• Group members with each demographic background, separated by gender
• Group members who identify as LGBTQ+
• Group members who did not disclose demographic information

Export Diversity Reporting

Group Admins can export Diversity Reporting in several formats.

Export Diversity Charts

Which Chart File Types can Group Admins Download?

Group Admins can download individual diversity charts in these formats:

• PNG image files
• PDF files
• CSV files

CSV stands for comma-separated values. CSV files can be opened in spreadsheet tools.

The Member Age chart is not available for individual chart export.

How Do I Download a Diversity Chart?

To download chart data:

1. Select the three-dot menu to the right of the chart.
2. Choose the file type you want to download.

Do Chart Filters Affect PNG and PDF Exports?

Yes. PNG and PDF exports follow the chart filters.

If you deselect data sets from the chart, those data sets are not included in the PNG or PDF export.

Do Chart Filters Affect CSV Exports?

No. CSV exports include all chart data, even if the chart is filtered.

Export Diversity Data

Where Can Group Admins Export Detailed Diversity Reports?

Group Admins can export additional reports from the Diversity Details section.

To export detailed diversity data:

1. Select View Diversity Reporting.
2. Scroll to the Diversity Details section.
3. Select Export Diversity Data.

Which Detailed Reports Can I Export?

After selecting Export Diversity Data, you can choose one or more reports to download.

To export reports:

1. Select the checkbox next to each report you want to download.
2. Select Export.
3. Download the report file.

If you export more than one report at the same time, the reports download as a ZIP file.

A ZIP file is a compressed folder that can contain multiple files.

Demographics Report

What is Included in the Demographics Report?

The Demographics Report is a PDF report that includes all Diversity Reporting Details.

The report includes:

• Cover page
• Group members list
  • Member name
  • Member permission
• Diversity overview
  • Overall Diversity chart
  • Gender Diversity chart
  • Racial/Ethnic Diversity chart
  • Member Age chart
• Diversity Table
• Diversity Matrix

Do Chart Filters Affect the Demographics Report?

No. The Demographics Report does not follow chart filters.

It includes all demographic information for the Group on each chart.

All Data Report

What is Included in the All Data Report?

The All Data report is an XLSX file.

XLSX is a Microsoft Excel spreadsheet file format.

The All Data report includes all demographic data for the Group. It can be used to create custom reports.

The XLSX file includes these tabs:

• Diversity Table
• Diversity Matrix
• Overall Diversity

NASDAQ Diversity Matrix Export

What is the NASDAQ Diversity Matrix Export?

The NASDAQ Diversity Matrix export is a DOCX file.

DOCX is a Microsoft Word document file format.

This export follows the NASDAQ Board Diversity Matrix template. Organizations that need to publicly disclose board diversity statistics can use this report to download their diversity data in that format.

What Does the NASDAQ Diversity Matrix Export Look Like?

Here is an example of the NASDAQ Diversity Matrix export:

FAQs

What is Diversity Reporting in OnBoard?

• Diversity Reporting helps organizations view group demographic information in charts, tables, and exportable reports.

Who can turn Diversity Reporting on or off?

• Organization Administrators can turn Diversity Reporting on or off from Settings > Feature.

Where does Diversity Reporting data come from?

• Diversity Reporting uses demographic information that users or Administrators add to user profiles.

Why is Group Diversity data incomplete?

• Group Diversity data is incomplete when fewer than two group members have demographic information entered in their profiles.

Which Group members are included in Diversity Reporting?

• Members and Admin & Members are included in Diversity Reporting. Admins can view Full Diversity Reporting Details but are not included in the reporting data.

Who can view Full Diversity Reporting Details?

• Only Group Admins can view Full Diversity Reporting Details. This includes users with the Admin or Admin & Member Group permission.

What charts can all Group members see?

• When enough data is available, all Group members can see the Overall Diversity and Gender Diversity charts.

What extra reports can Group Admins see?

• Group Admins can view additional details, including Racial/Ethnic Diversity, Member Age, the Diversity Table, and the Diversity Matrix.

Can Group Admins export Diversity Reporting?

• Yes. Group Admins can export individual charts and detailed reports from Diversity Reporting.

Which export formats are available?

• Group Admins can export charts as PNG, PDF, or CSV files. They can also export detailed reports as PDF, XLSX, DOCX, or ZIP files, depending on the selected reports.

Do chart filters apply to exports?

• Chart filters apply to PNG and PDF chart exports. CSV exports and the Demographics Report include all available data, even if a chart is filtered.

What is the Diversity Matrix?

• The Diversity Matrix shows demographic board composition totals in a format based on the NASDAQ Board Diversity Matrix.

Plan Information

Diversity Reporting is included in OnBoard's Premium and Ultimate Plans. To add Diversity Reporting for your organization contact your Account Manager today.