<aside> 💡 This document reviews how to configure interview stage groups and how to utilize the stage group fields for filtering and grouping in reporting.

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Section overview:

👋 Introduction: Stage Groups

Ashby permits the definition of key interview milestones which we call stage groups, where each group is a collection of individual interview stages. You can create, name, and adjust the order of your stage groups as needed and map your individual interview plan stages into the appropriate group. Once done, any interview plans with different stages that map to the same overall stage of progress can be reported on conveniently to produce results across various jobs, departments or groupings in aggregate.

🧱 Set up Stage Groups

For Ashby Analytics customers you can configure your stage groups by navigating to Admin > Data Mapping > Grouped Interview Plan. Note that you have the ability to select whether the stage group is shown in the funnel and passthrough tables by default.

<aside> 💡 If you're an Ashby ATS customer head on over to our ATS guide for setting up stage groups across your interview plans.

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You can add, remove, or re-order stage groups at any time. As your interview stages evolve, make sure to review your stage mapping periodically to ensure all stages are mapped appropriately.

After your primary stage groups are set up, you can proceed to map your various interview stages into their appropriate groups from the Interview Stage Mapping page.

📊 Using Stage Groups in Reporting

Once stage groups are setup, you can leverage their availability with the following fields which enable advanced filtering and grouping.

Fields designed for filtering and grouping in reports are:

• Current interview stage group: Allows selecting and filtering by the stage group that the application is currently in.
• Furthest stage group reached: Allows selecting and filtering by the furthest stage group the application was last active in.

Fields designed for filter selection: