Purpose of this article
Learn how to enable, configure, and generate framework-specific reports that align with ESG reporting standards and regulatory requirements.
When to use framework reports
Generate framework reports when you need:
- Submissions to GRESB, GRI, SFDR, or other specific frameworks
- Audit-ready outputs with supporting documentation
- Pre-configured templates that meet regulatory requirements
- Time-stamped reports linked to specific submission versions
Available framework reports
Report | Portfolio level | Company level |
European ESG Template (EET) | ✓ | |
EPRA sBPR Guidelines | ✓ | |
EU Taxonomy Report | ✓ | |
GRESB Spreadsheet | ✓ | |
GRI Annual Report | ✓ | |
IFRS S2 Report | ✓ | ✓ |
INREV ESG SDDS Report* | ✓ | |
SASB Report | ✓ | |
SECR Report | ✓ | |
SFDR PAI | ✓ | ✓ |
UNPRI Report | ✓ | ✓ |
CSRD Templates | ✓ |
Use portfolio-level reports when your reporting obligation is scoped to a specific fund or asset group. Use company-level reports when your obligation spans the full organization — for example, entity-level SFDR PAI statements, UNPRI submissions, or IFRS S2 disclosures covering all assets under management.
*Note: INREV SDDS specifically separates actual and estimated data at portfolio and asset level in its output. For details on how Monitoring methods (set up under Meter Details) map to this classification, see Data reliability methodology.
Quick start: Generating a framework report
Framework reports are pre-configured spreadsheets aligned with specific ESG reporting frameworks, including audit trails and supporting documentation.
Where to generate reports:
- Portfolio-level: Data Collection Portal → Portfolio → Reports
- Company-level: Data Collection Portal → Company → Reports
Basic steps:
- Enable the report in Data Collection Portal → Portfolio → Settings → Data Collection
- Check data completion in the Reports dashboard
- Click Generate report
- Choose generation options (e.g., Include audit trail)
- Download
Understanding data completion
All required fields for a given framework must be filled in across relevant assets to reach 100% data completion.
- 100% data completion = all required fields are complete
- Reports can still be generated below 100% completion, but these should be treated as drafts
Scaler distinguishes between three field types for reports:
- ✔ Required — Must be filled in to reach 100% data completion
- ✔ C Conditionally required — Become required based on another field's value
- P Preferred — Improve scoring or disclosure quality (e.g., GRESB points), but are not required for completion
How to see all required fields for a report
The best overview of report requirements is in the Scaler Spreadsheet.
Navigation: Data Collection Portal → Portfolio → Asset List
- Select one or more assets
- Use the floating action bar to download the spreadsheet
- Choose Custom selection
- Download any section (e.g., Asset details)
In the spreadsheet:
- Open the Descriptions & Guidance sheet
- Scroll to the far right
- You'll see one column per report showing required, conditionally required, and preferred fields
You can filter these columns to quickly understand what is needed for each report.
Enabling reports
Before you can generate a report, the relevant framework must be enabled.
For portfolio-level reports:
- Navigate to Data Collection Portal → Portfolio → Settings → Data Collection Settings
- Under the Enable by report tab, toggle the framework to
Active
- Set an internal deadline (optional)
For company-level reports:
- Navigate to Data Collection Portal → Company → Settings → Data Collection
- Toggle the framework to
Active
- Set an internal deadline (optional)
Once enabled, Scaler will track data completion for those reports.
Checking data completion
Portfolio summary table
Shows high-level completion status for all enabled reports.
Navigation: Data Collection Portal → Reports → Summary
Report tabs (detailed view)
Shows asset-level completion bars, data coverage, and data reliability indicators.
Navigation: Data Collection Portal → Reports → report tab
This view helps you assess how close you are to completion and where gaps remain. Click on an individual asset bar, then on the Add data button to go directly to data entry for that asset.
Resolving missing or erroneous data
To resolve missing or incorrect data, drill down to the asset level.
From the Reports dashboard:
- Click on an asset with less than 100% completion
- Click the Add data button
- This takes you to the Asset Overview page, which shows alerts for that asset
- Click on each Blocking Issue alert to be directed to the field that needs correction
From the Alerts dashboard (filtered by report):
Navigation: Data Collection Portal → Portfolio → Alerts
- Select a report from the report dropdown at the top
- In the Blocking Issues tab, find all errors and missing data alerts preventing 100% data completion
- Resolve alerts using one of these methods:
Resolve one-by-one:
- Click the asset name hyperlink to open that asset
- If multiple assets share the same error, click on one asset to open it
- Correct the field
Resolve in bulk:
- Select the alerts you want to address using their checkboxes
- Click Download in the floating toolbar
- Open the downloaded file — a custom Scaler Spreadsheet containing only the fields with alerts
- Find the highlighted fields and correct the values
- Re-upload the spreadsheet
Tip Increasing data completion for one report often increases data completion across other reporting frameworks simultaneously.
Generating reports
When all assets reach 100% completion (or when draft generation is enabled):
Navigation: Data Collection Portal → Portfolio → Reports
- Click Generate report
- Choose generation options (e.g., Include audit trail)
- Wait for processing to complete
- Download the report
Generate with audit trail
This option includes additional sheets with unit conversion factors, location-based and market-based emission factors, report explanations (calculation formulas), and a raw data export. Generation may take longer but produces audit-ready outputs.
Warning Framework reports with audit trail generate time-stamped documentation capturing the exact data used at the moment of generation. Raw data exports reflect the current state of your database and update as values change, making them less suitable for audit purposes.
Generating draft reports
By default, reports require 100% data completion.
To generate drafts:
- Navigate to the Reports page
- Toggle Enable report generation with < 100% data completion
- Generate as normal
Warning Draft reports contain incomplete data. Scaler may not investigate perceived issues with reports generated below 100% completion.
Saving report versions
After generation, the Generate report button changes to Save report.
Saving a report:
- Stores that exact version in Saved reports
- Allows future download by authorized users (those with access to the portfolio level of the Data Collection Portal)
- Preserves an audit trail of published outputs
Company-level reporting
IFRS S2, SFDR PAI Statement, and UNPRI can be generated at the company level, aggregating data across all portfolios in your account.
How aggregation works
Company-level reports automatically include all portfolios marked as active in your account. Scaler manages this classification on your behalf; portfolios used for onboarding demos or testing duplicates are marked inactive and excluded automatically. Only portfolios containing your real, live data are included.
Note Company-level reports include all active portfolios — it is not possible to select a subset. If you need a report scoped to specific portfolios only, use portfolio-level reporting instead.
Enabling company-level reports
- Navigate to Data Collection Portal → Company → Settings → Data Collection
- Toggle the framework to
Active
- Generate from Data Collection Portal → Company → Reports
CSRD Templates
CSRD templates are available for manual completion. They cover organizational requirements outside Scaler's scope — governance, stakeholder engagement, and materiality assessments.
Access: Data Collection Portal → Company → Reports → CSRD
Templates included:
- CSRD Double Materiality Introduction
- CSRD Stakeholder Inventarisation
- CSRD Double Materiality Assessment Stakeholder Inventarisation
- CSRD Material Impact Assessment
- CSRD Material Topic Matrix
- CSRD EFRAG IG 3 List of ESRS Data Points
Once completed, templates can be re-uploaded to Scaler for documentation storage and audit support.
Troubleshooting & common mistakes
Issue: Report button is greyed out → Solution: Data completion <100% (toggle draft generation if needed)
Issue: Company-level report shows 0% completion → Solution: Framework must be enabled at both portfolio level AND company level
Issue: Asset shows 100% but portfolio shows <100% → Solution: Other assets in portfolio are incomplete — check Reports dashboard for full asset list
Issue: I need audit documentation → Solution: Generate report with Include audit trail option selected — this creates time-stamped sheets with all supporting data
Issue: Report generation is taking a long time → Solution: Reports with audit trail take longer to process — this is normal for comprehensive outputs