Purpose of this article
Learn how to export processed sustainability metrics — energy intensities, GHG emissions, CRREM alignment, data quality scores, and more — using Scaler's Data Export functionality.
When to use the Data Export
Export calculated metrics when you need:
- Sustainability KPIs for investor reports
- Custom analyses in Excel or BI tools
- Aggregated portfolio performance data
- Multi-year performance comparisons
- Domain-specific metrics (energy, GHG, water, etc.)
Quick start: Exporting the Data Export
What you get: Calculated metrics like energy intensities, GHG emissions, CRREM alignment, and data quality scores.
Where to export from:
- Analytics Portal → Portfolio → Asset List → Download (recommended for flexibility)
- Analytics Portal → Company → Assets → Download (for aggregated company-wide exports)
- Data Collection Portal → Portfolio → Reports → Data Export (faster for standard packages)
Basic steps:
- Navigate to either portal location above
- Click Download (Analytics Portal) or Generate report (Data Collection Portal)
- Choose your export option:
- Current View — Download exactly what's visible on screen (Analytics Portal only)
- Data Export — Download predefined metric packages
- Select year(s) and assets
- Download
Understanding the Analytics Portal Asset List
Before diving into export options, it's helpful to understand what the Analytics Portal Asset List is.
The Asset List serves three purposes:
- Data viewer — An in-platform spreadsheet showing your assets and their calculated metrics
- Navigation hub — Asset names link to individual asset-level analytics dashboards
- Export tool — Download the data you're viewing or access predefined Data Export packages
Customizing columns:
By default, Scaler displays a pre-selected set of metrics as columns. Click the Customize button to:
- Add calculated metrics to the table
- Remove metrics you don't need
- Create a custom view that matches your reporting needs
Once you've customized your columns, you can download exactly what you see using the Current View option (explained below).
Export options: Current View vs. Data Export
When you click Download from the Analytics Portal Asset List, you'll see two options. Understanding the difference is critical:
Current View
Downloads a spreadsheet with exactly what you see on screen — the assets you selected and the columns currently displayed in the Asset List.
When to use:
- You've customized the columns to show exactly the metrics you need
- You need the same custom export regularly (your customized columns are automatically saved and persist across sessions)
- You're building a specific report with a defined set of metrics
- You need data for selected assets, not all active assets
Workflow:
- Use the year dropdown at the top of the Asset List to select your reporting period
- Click Customize to choose which metrics appear as columns
- Select the assets you want using the checkboxes on the left
- Click Download → Current View
Column headers in the export will match exactly what appears in the Asset List.
Data Export (predefined packages)
Downloads predefined packages of metrics organized by scope or granularity — regardless of which columns are currently visible in your Asset List.
When to use:
- You need a comprehensive set of metrics without manual column selection
- You're exporting data for a specific domain (energy, GHG, water, certifications)
- You need monthly or quarterly interval data
- You want to explore what metrics are available
Choosing the right Data Export version
The Data Export offers multiple versions. Here's when to use each:
Compact
What's included: The most commonly used calculated metrics — energy consumption, GHG emissions, water consumption, and CRREM alignment.
When to use: You need standard metrics for typical ESG reporting and don't require granular detail or specialized calculations.
General
What's included: Expanded version of Compact, adding:
- Additional asset details
- More granular consumption metrics organized by floor area type
- Light calculation fields
- Data quality scoring
When to use: You need more detail than Compact provides but don't need every calculated variable Scaler produces.
Extended
What's included: All calculated metrics and data values that Scaler can export.
When to use:
- You're exploring Scaler's full metric library
- You need specialized calculations not included in Compact or General
- You're building a custom downstream analysis and aren't sure which metrics you'll need
Note: The Extended version contains hundreds of columns and can be overwhelming. If you identify specific metrics you need from Extended, consider creating a custom Current View with just those columns for future exports.
Energy / GHG / Water / Waste / Certifications
What's included: All calculated metrics specific to the selected domain.
When to use: You're working on a domain-specific analysis (e.g., energy audit, carbon footprint report, water efficiency study) and only need metrics related to that area.
Monthly / Quarterly
What's included: All consumption metrics (energy, GHG, water, waste) with monthly or quarterly intervals.
When to use: You need interval-level data for trend analysis, seasonal comparisons, or reporting frameworks that require sub-annual granularity.
How temporal alignment works
If your consumption data doesn't align exactly with calendar months or quarters, Scaler will redistribute values to calendar boundaries using a simple day-based calculation.
Example:
A consumption entry from January 1–15 and another from January 16–February 15 will be recalculated so all January consumption appears under "January" and all February consumption appears under "February."
How it works:
- Divide the total consumption by the number of days in the original period
- Redistribute the consumption to fit into complete calendar months or quarters
This ensures consistent interval reporting but may not reflect the exact metered periods if your billing cycles don't align with calendar definitions.
Exporting from the Analytics Portal (recommended)
Exporting at portfolio level
Navigation path:
Analytics Portal → Portfolio → Asset List
Steps:
- Use the year dropdown at the top to select your reporting period
- (Optional) Click Customize to add or remove columns if using Current View
- Select the assets you want using the checkboxes on the left
- Click Download
- Choose Current View or Data Export
- If you chose Data Export:
- Select one or more versions (Compact, General, Extended, etc.)
- Select time period (can choose multiple years)
- Click Download
Downloading multiple Data Export versions:
You can select multiple versions (e.g., both Energy and GHG) to download a single file with each version as a separate sheet. This takes longer to process but reduces the number of separate downloads.
Exporting at company level
Navigation path:
Analytics Portal → Company → Assets
Company-level users can export calculated metrics for all assets across their company account from a single location.
Steps:
- Select the assets you want to include using the checkboxes on the left
- Click Download
- Choose Current View or Data Export
- If you chose Data Export:
- Select one or more versions (Compact, General, Extended, etc.)
- Select time period (can choose multiple years)
- Click Download
Key limitation:
Only assets at 100% data completion can be included in company-level exports. There is no option to generate draft exports with incomplete data. Assets below 100% completion will not be included in the export.
When to use company-level export:
Use this when you need aggregated metrics across all portfolios in your company account without manually combining data from individual portfolios.
Exporting from the Data Collection Portal
Navigation path:
Data Collection Portal → Portfolio → Reports → Data Export
Steps:
- Navigate to the Data Export page
- Select one or more Data Export versions
- The export will include all assets where
Included in reports= yes/true
- Click Generate (draft) report
- Download the report
When to use this method:
This method is faster when you need:
- All or a selection of active assets for the selected reporting year
- Predefined metric packages without customization
- A quick standard export
Comparison: Analytics Portal vs. Data Collection Portal
Feature | Analytics Portal (Portfolio) | Analytics Portal (Company) | Data Collection Portal |
Asset selection | Specific assets | Specific assets | Assets where Included in reports = yes/true |
Year selection | Single or multiple years | Single or multiple years | Current reporting year only |
Current View option | Yes | Yes | No |
Data Export versions | All versions available | All versions available | All versions available |
Draft generation (<100% completion) | Yes | No (100% required) | Yes |
Recommendation: Use the Analytics Portal for Data Export unless you specifically need a quick export of all active assets for the current reporting year.
Common use cases
Company-wide investor reporting
Recommended approach:
Analytics Portal → Company → Assets → Customize columns to include required metrics → Download Current View or Data Export
Use this when investors require aggregated metrics across your entire company rather than individual portfolio reports.
Note: All selected assets must be at 100% data completion.
Investor reporting (not covered by framework-specific reports)
Scaler has dedicated report downloads for specific frameworks like GRESB and GRI. Use the Data Export when you need calculated metrics that fall outside these standard reports.
Recommended approach:
- Identify which metrics your investors require
- Download the Extended version to see all available metrics
- Map your required metrics to Scaler's calculated variables
- Create a custom Current View with just those columns for future exports
Quarterly internal reporting
Recommended approach:
Analytics Portal → Customize columns to include metrics you report quarterly → Download Current View each quarter
If you need interval-level data, use the Quarterly Data Export version.
Energy audits
Recommended approach:
Download the Energy Data Export version to get all energy-related calculated metrics, or create a custom Current View with specific energy metrics if you don't need the full set.
Troubleshooting & common mistakes
Issue: Column headers don't match what I see in the platform
→ Solution: You selected "Data Export" instead of "Current View" — Data Export uses predefined packages with standardized columns showing the metric variables names
Issue: I can't select multiple years
→ Solution: You're in the Data Collection Portal — use the Analytics Portal for multi-year exports
Issue: My custom columns disappeared
→ Solution: Custom columns persist per user session in your browser — clearing browser cache may reset them
Issue: The file is too large to open in Excel
→ Solution: You downloaded the Extended version with hundreds of columns — use a more specific Data Export version or create a custom Current View with only the metrics you need
Issue: Some assets aren't included in my company-level export
→ Solution: Company-level exports only include assets at 100% data completion — check the Data Collection Portal to resolve missing data for excluded assets