Purpose of this article
Learn how to navigate the Reports Portal, work through the three-step report workflow, and find saved reports and generation history.
Where to find reports
Reports live in their own section in the platform. Navigate to the Reports Portal and select a portfolio from the portfolio switcher at the top.
In the left sidebar you'll see:
- Data Gaps — a portfolio-level summary of open issues across all enabled reports
- Active Reports — quick access to the reports you're currently working on
- Individual report types — one row per enabled report (e.g. GRESB, EPRA sBPR, EU Taxonomy, GRI, INREV ESG SDDS, SFDR PAI, SECR, SASB, Impact Investing)
- Saved Reports — all final reports you've generated and saved
- Report History — every report generation event for the selected portfolio and reporting year
Each report row shows a progress ring that reflects how far you are through the three-step workflow — 33% after Step 1, 66% after Step 2, 100% after Step 3.
[Screenshot: Reports left sidebar with progress rings — crop tightly to the sidebar]
Tip: If a report you expect to see isn't in the sidebar, it hasn't been enabled for the selected portfolio. Use Manage Reports at the top of the sidebar to enable it, or go to Data Collection Portal → Portfolio → Settings → Data Collection Settings.
The three-step report workflow
Every report in Scaler follows the same three-step flow. The steps adapt to each framework behind the scenes, but the experience is identical across all report types.
Step 1: Get Data Readiness to 100%
Open any report from the sidebar. The report page opens on Step 1, showing your current Data Readiness score and a list of Blocking Issues — missing required fields and errors that prevent final report generation.
- Work through each blocking issue. Click View & Fix Issues to jump straight to the affected assets.
- As each issue is resolved, Data Readiness moves toward 100%.
- Once Data Readiness reaches 100%, Step 1 is complete and the workflow unlocks Step 2.
[Screenshot: Step 1 view with Data Readiness score and blocking issues list — cropped]
Data Readiness must reach 100% before you can generate and save a final report. You can still generate a draft at any point — see the "Generating a draft report" section below.
Step 2: Optimise report (optional)
Step 2 surfaces Warnings and preferred fields — things that don't block generation but improve the quality or completeness of the output. Common examples include unusual year-on-year consumption changes, missing preferred fields that aren't technically required, and fields that are only needed for specific framework scoring.
Step 2 is optional — you can skip it and go straight to Step 3. Resolving warnings before saving a final report is recommended.
Step 3: Generate & save report
When you're ready:
- Confirm the
Reporting year,Unit system, and any other report preparation settings shown on the page.
- Click Generate & Save Report.
- Scaler saves a time-stamped copy of the report, including the underlying raw data, emission factors, and conversion factors used.
Saved reports appear under Saved Reports in the sidebar. You can download them at any time.
[Screenshot: Generate & Save Report screen — cropped]
Saving only happens at the moment of generation. If you generate a report without saving, you can still download it from Report History — but you cannot promote a past generation from Report History to Saved Reports later. To keep a permanent record, use Generate & Save Report at the moment of generation.
Tip: Save a final copy even if you plan to keep refining your data. Saved reports preserve a record of exactly what was generated, which is especially useful if you update emission factors or correct data later in the season.
Generating a draft report
At any point before Data Readiness reaches 100%, you can preview output by clicking Generate draft report. Drafts are useful for catching mapping or totals issues early — for example, confirming that certifications are linked to the right assets, or that floor areas look reasonable. You can regenerate drafts as often as you like.
Drafts are not stored in Saved Reports or Report History.
Finding past reports
Saved Reports
All final reports you've generated and saved appear under Saved Reports in the left sidebar. Each entry shows:
- Report name
- Reporting year
- Status (
Saved)
- Generation timestamp
- Who generated it
Click a saved report to view or download it.
Report History
Report History sits in the left sidebar below Saved Reports. It shows every report generation event for the selected portfolio and reporting year — including drafts.
From Report History you can download any past report, but you cannot elevate a past generation to Saved Reports. Only reports saved at the moment of generation (via Generate & Save Report) appear under Saved Reports.
Each report type page also has its own History tab, which filters Report History to that single framework.
[Screenshot: Report History page — cropped]
Managing which reports are enabled
Reports only appear in the sidebar if they've been enabled for the portfolio. To enable or disable a report:
- In the Reports Portal, click Manage Reports at the top of the left sidebar.
- Toggle each report on or off.
- Save your changes. Enabled reports appear in the sidebar and start tracking data readiness and alerts.
Alternatively, enable reports from Data Collection Portal → Portfolio → Settings → Data Collection Settings.
Moving between portals
Scaler preserves your selected portfolio when you move between Data Collection, Analytics, and Reports. If you switch to a portfolio that doesn't have a given report enabled while viewing that report, Scaler redirects you to that portfolio's Reports overview.
Additional resources
- 2026 Reporting Guide — During Season — end-to-end reporting season playbook
- 2026 Reporting Guide — Pre-season prep — setup tasks before reporting begins
- Completing a GRESB submission using Scaler — framework-specific guide for GRESB