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Getting started in Scaler: ESG team

An onboarding guide for ESG teams using Scaler to manage data quality, run analytics, and produce regulatory and investor ESG reports.

Purpose of this article

This guide explains how ESG teams use Scaler to orchestrate ESG data, ensure reporting compliance, and generate defensible analytics and reports.


Your role in Scaler

As an ESG team member, you are responsible for data governance, quality control, and reporting, not day-to-day data entry.

In Scaler, you typically:

  • Oversee data completeness and quality across assets
  • Coordinate data collection with property managers
  • Review portfolio-level analytics and trends
  • Generate regulatory and voluntary reports
  • Export verified data for audits and disclosures

What to focus on during onboarding

  • Understand how portfolios, assets, meters, and data relate
  • Identify which data is required for your reporting frameworks
  • Clarify who provides which data (internal vs external)
  • Learn how to track data gaps, alerts, and completeness
  • Run test analytics and reports early

Where you’ll work in Scaler

  • Data Collection Portal → Portfolio → Data Requests
    • Request missing data from property managers or external stakeholders

  • Data Collection Portal → Portfolio → Emission Factors
    • Review and configure emissions methodologies

  • Data Collection Portal → Portfolio → Reports
    • Generate GRESB, INREV ESG SDDS, EPRA, SECR, and other reports

  • Analytics Portal → Portfolio → Analytics
    • Review energy, GHG, water, and waste performance

  • Analytics Portal → Portfolio → Scores
    • Review benchmarking and scoring outputs


Which parts of Scaler you’ll use most

  • Portfolio analytics dashboards
  • Data coverage and alerts
  • Reports and exports
  • Emission factor tools
  • Audit trail and change history

Key articles to read next

  • Platform walkthrough: key tools and settings
  • How Scaler structures data
  • Portfolio settings overview
  • Data onboarding: process overview
  • How data enters Scaler (four supported methods)
  • Emissions & emission factors overview
  • How to generate reports

Need help?

  • Discuss with internal property and asset managers
  • Contact your Scaler Account Manager
  • Ask Lumi AI
  • Review Scaler Knowledge Base
 
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