Purpose of this article
This article explains how to use the Portfolio Alerts dashboard to identify, filter, and resolve errors, missing data, and warnings across your portfolio using bulk workflows.
For background on how alerts work, see Understanding data completion and alerts.
What the Portfolio Alerts dashboard does
The Portfolio Alerts dashboard consolidates all data quality issues across your portfolio into a single actionable table. Instead of navigating into individual assets, you can see all alerts at once, identify which issues affect the most assets, and bulk-export a pre-filtered Scaler Spreadsheet to resolve multiple alerts simultaneously.
Location: Data Collection Portal → Portfolio → Alerts
Understanding the alerts table
Each row in the alerts table represents a distinct alert type. Columns include:
- Checkbox — select alerts for bulk actions
- Number of assets — how many assets are affected (use this to prioritize)
- Alert type — error, missing data, or warning
- Data section — where the alert occurs (e.g. Building Units, Meters & Consumption - Energy)
- Field name — the specific field with the alert
- Description — the same text that appears when hovering over alert icons in the platform
Filtering alerts
By completion type
Use the dropdown at the top of the page to choose your scope:
- Critical alerts — shows only errors and missing data that prevent
Scaler Data Completionfrom reaching 100%
- By report — filter by a specific enabled report (e.g. GRESB, CRREM, EU Taxonomy)
By alert category
Use the alert type pills to refine further: missing data or errors. Warnings are in their own tab.
Resolving alerts in bulk
- Use the checkboxes to select one or more alerts. Prioritize alerts affecting multiple assets.
- Click Download in the floating action bar. A custom Scaler Spreadsheet downloads containing only the affected assets and only the fields corresponding to the selected alerts — one row per asset.
- Open the spreadsheet and complete the missing or corrected values.
- Upload the completed spreadsheet back into Scaler using the standard bulk upload in the Data Collection Portal.
All corrections are applied automatically once the upload completes successfully.
WarningWhen downloading for a selected alert, a dialog allows you to select or deselect specific assets before downloading. Review this list to confirm you're targeting the right assets.
Tips for prioritizing alerts
- Start with blocking alerts — these are required for calculations and analytics to run
- Sort by number of affected assets to maximize completion progress per fix
- Filter by report when preparing for a specific deadline (e.g. GRESB) — this shows only alerts relevant to that framework
- Resolve asset-level fields first — these are typically faster to fix than meter-level configuration issues
Troubleshooting & common mistakes
- The download contains more assets than expected → Check whether you're viewing all alerts vs. a filtered view. Use the report filter to narrow scope.
- Alerts persist after uploading → Verify the upload completed without errors by checking the Upload Log. The alert clears once the corrected value passes validation.
- Warnings aren't resolving via spreadsheet → Warnings flagging consumption outliers must be manually cleared in the asset edit view using Remove warning — they cannot be resolved via spreadsheet upload.
Additional resources
In this group
