Reporting, Data Exports & Audit Features – Scaler

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Reporting workflow

Getting data out of Scaler

Choose the right export method for your needs: raw data via spreadsheet, calculated metrics via Data Export, framework-specific reports, API integration, or meter-level monthly consumption.

Using the Reports Portal

Learn how to navigate the Reports Portal, work through the three-step report workflow, and find saved reports and generation history.

Generating framework reports

Generate pre-configured reports for GRESB, GRI, SFDR, EU Taxonomy, and other ESG frameworks with audit-ready outputs and supporting documentation.

Exporting calculated metrics via the Data Export

Export calculated, asset-level sustainability metrics in predefined or custom formats from the Analytics Portal (portfolio or company level) or Reports Portal.

Exporting raw data via the Scaler Spreadsheet

Download your raw input data in the Scaler Spreadsheet format for audits, backups, or external analysis.

Connecting Scaler to your systems via API

Automate data extraction from Scaler using the Scaler External API for real-time integration, custom dashboards, or business intelligence tools.

Locking a reporting period

How admins lock a reporting period to freeze reviewed data after submission, and how to lift the lock if corrections are needed.

GRESB reporting

Completing a GRESB submission using Scaler

Complete a GRESB submission in Scaler — from portfolio setup through spreadsheet generation to the indicators you enter manually in the GRESB Portal.

GRESB estimation model methodology

Understand how Scaler estimates data for GRESB reports — the estimation modes, GRESB's 20% and 3-month rules, and how compliant values are built and audited.

Understanding the GRESB Estimations Audit Report

Use the GRESB Estimations Audit Report to trace how each reported figure was built, see where estimates sit, and confirm compliance with GRESB's data estimation rules.

Audit & assurance

Audit features in Scaler

An overview of Scaler’s audit-support features, including validation rules, emissions factor transparency, audit trails, and controlled access for auditors.

Understanding Report 'Audit trail' sheets

Verify data accuracy and methodology using the additional sheets included when generating reports with audit trail enabled.

Using the Audit Log

Review a timestamped record of every data change in your portfolio — filter by event type and date, and inspect the details of each change.

How Scaler supports third-party assurance

How externally assured data is verified in Scaler: auditor access, Saved Reports, the audit trail, and where to keep assurance evidence.