Purpose of this article
This article explains how to use the Portfolio Alerts dashboard to identify, prioritize, and resolve errors, missing data, and warnings across your entire portfolio using bulk workflows.
What the Portfolio Alerts dashboard does
The Portfolio Alerts dashboard consolidates all data quality issues from across your portfolio into a single actionable table. Instead of navigating into individual assets to find and fix alerts one by one, you can see all alerts, understand which issues impact the most assets, and bulk-export a custom Scaler Spreadsheet to resolve multiple alerts simultaneously.
This tool is designed specifically for reaching 100% data completion and unlocking analytics.
Where to find it
Data Collection Portal → Portfolio → Asset List → Alerts tab
Understanding the alerts table
The alerts table displays the following columns:
- Checkbox — Select alerts for bulk actions
- Number of assets — How many assets are affected by this alert (helps prioritize fixes)
- 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
The number of affected assets in the second column helps you identify which alerts will have the biggest impact when resolved.
Filtering alerts
By completion type
At the top of the page, choose your view:
Critical alerts — Shows only errors and missing data that prevent Scaler data completion from reaching 100%. These alerts must be resolved before calculations and analytics can run.
By report — Filter alerts by specific enabled reports in your portfolio (e.g., GRESB, CRREM, EET, EU Taxonomy).
By alert category
Use the alert type pills to further refine the table:
- Missing data
- Errors
- Warnings
Resolving alerts in bulk
Step 1: Select alerts
Use the checkboxes to select one or more alerts you want to resolve. Focus on alerts affecting multiple assets to maximize impact.
Step 2: Download custom spreadsheet
Click Download in the floating action bar at the bottom of the page. A custom Scaler Spreadsheet downloads containing:
- Only the assets with the selected alerts
- Only the sheets and fields corresponding to those alerts
- One row per asset with the specific field requiring attention
Step 3: Fill in corrections
Open the spreadsheet and complete the missing or corrected data for each asset. The spreadsheet is pre-filtered to show only relevant fields, making the correction process straightforward.
Step 4: Upload back into Scaler
Upload the completed spreadsheet using the standard bulk upload process in the Data Collection Portal.
All corrections are applied automatically, and the alerts are resolved once the upload completes successfully.
Suggested workflow
Data Collection Portal → Portfolio → Asset List → Alerts tab → Filter by critical alerts or specific report → Select alerts → Download → Fix in spreadsheet → Re-import via bulk upload
This workflow is most effective when:
- The same alert appears across multiple assets
- You need to resolve many alerts before a reporting deadline
- You prefer working in spreadsheets rather than navigating through individual asset pages
Why this approach is faster
Traditional workflow:
- Go to Asset List
- Identify asset with alerts
- Click into asset
- Navigate through data sections using dot indicators
- Find field with alert
- Hover over alert to read description
- Update field or note details for spreadsheet entry later
- Repeat for each asset
Portfolio Alerts workflow:
- View all alerts in one table
- Select relevant alerts
- Download pre-filtered spreadsheet
- Fix all issues at once
- Upload back into Scaler
For portfolios with many assets or recurring alert types, this can reduce resolution time by 80% or more.
Understanding alert impact on data completion
Errors and Missing data block Scaler data completion from reaching 100%. When data completion is below 100%:
- Core calculations cannot run
- Analytics remain unavailable or outdated
- Reports cannot be generated
Warnings do not block calculations but highlight values that should be reviewed for accuracy.
Resolving all errors and missing data for a selected report allows the asset to reach 100% Scaler data completion for that report.
Tips for prioritizing alerts
- Start with critical alerts — These are required for analytics and calculations to run
- Sort by number of affected assets — Resolve alerts impacting many assets first to maximize completion progress
- Filter by report — If preparing for a specific reporting deadline (e.g., GRESB), filter by that report to see only relevant alerts
- Resolve asset-level fields first — These are typically faster to fix than meter-level configuration issues
Additional resources
- Alerts in Scaler: errors, missing data, and warnings
- Troubleshooting data completion in Scaler
- How to achieve 100% Scaler data coverage
- How to use the Scaler Spreadsheet for bulk uploads
