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Preferences

Set up the Reflect workspace for your organization.

Written by Virginie Huaranca

Go to Settings > Workspace > Preferences to modify your workspace preferences. Administrators can set workspace-wide dashboard and Prism preferences. Personal preferences such as language and currency are managed in My account. In the relevant section, click Edit preferences, make your changes, then click Save preferences.

Dimension names in this example are customized. Open the image to view it at a larger size.

Standard filters

💡 The choice of standard filters is made separately for the "Employee" dashboards and the "Recruitment" dashboards.

The three standard filters are shortcuts to the dimensions you choose. For example, use Department to select Finance and display only that department. They appear when you open filters if no filter is applied and the page offers standard filters. The Recruitment section appears when recruitment data is available.

⚠️ If no values are available for a dimension, the filter’s list may be empty.

For more on using filters, see Dimension filters.

Main group

💡 Choose the main group separately for the Employee and Recruitment dashboards.

Main group determines the grouping displayed in some modules on the Home dashboard. For example, the Headcount chart shows the distribution of employees by department or entity, depending on the group selected. The available dimensions and their names depend on your workspace; their labels can be customized.

To change a dimension’s displayed name, see Renaming.

Customize Prism for your company

In the Prism section, an administrator can enter Company context: for example, describe your sector, structure, vocabulary or instructions useful to your analyses. Click Edit preferences, enter the context, then click Save preferences. Prism receives this context for your company’s conversations; update it as your needs change.

Advanced settings reserved for the Reflect team cannot be changed by your company’s administrators. To adjust the fiscal year, see Fiscal or calendar year.

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