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 live in their own Warnings tab, and dismissed warnings are kept in a separate Dismissed tab (see Managing warnings below).
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.
When 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.
Managing warnings
Warnings follow a different workflow from errors and missing data. They flag situations that may need attention but don't block calculations or reduce data completion, so they aren't resolved through the bulk spreadsheet workflow above.
From the Warnings tab you can:
- Review every warning across the portfolio, grouped by rule.
- Click into the affected asset count to see which assets are flagged.
- Dismiss a warning across the entire portfolio with a recorded reason, when it doesn't apply (e.g. a kept-on-file expired certification, an intentional zero consumption).
- Bulk-dismiss multiple warnings with one shared reason.
Dismissed warnings move to the Dismissed tab, where each row shows the scope (asset or portfolio-wide), the reason, the user who dismissed it, and the timestamp. Any dismissal can be reversed from this tab.
For full guidance on dismissal scopes, the Input Portal popover, and reviewing dismissed warnings, see Dismissing warnings across assets and portfolios.
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 are not resolved through the bulk spreadsheet workflow. They're handled in the Warnings tab, either by correcting the underlying data or by dismissing the warning with a reason. See Dismissing warnings across assets and portfolios.
Additional resources
- Understanding data completion and alerts — What data completion measures and what each alert type means
- Troubleshooting data completion — How to find and fix blocking issues preventing 100% completion
- How to use the Scaler Spreadsheet (bulk upload) — Rules for downloading, editing, and uploading the spreadsheet
- Scaler validation rules overview — Complete reference of all validation rules and their triggers
- Dismissing warnings across assets and portfolios — Suppress warnings that don't apply at asset or portfolio scope, with a recorded reason
