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.

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.

The left sidebar has, from top to bottom:

The Reports Overview is the landing page for the Reports Portal. The top of the page sets the context — Company → Portfolio at the top, the reporting Year selector in the top right, and four KPI tiles summarising the portfolio:

The two asset counts can legitimately differ — you don't have to include every tracked asset in every report. If they're supposed to be aligned, cross-check before you generate.

Each framework appears as a card showing its Data completion / Data readiness %, due date, a short description, and a View & Fix Issues button that jumps straight into the per-report workflow. Use Manage reports (top right of the card grid) to enable or disable frameworks and set per-framework due dates.

Data Gaps (top of the Reports Portal sidebar) is a single view of every alert across every enabled report. Use the Data completion selector at the top to scope the page to a specific report — each entry in the dropdown shows that report's completion percentage and alert count.

At the top of the selector sits Critical — the minimum set of fields needed to process data across all reports and unlock the Analytics Portal. If Critical is incomplete, downstream reports will be too, so start there before triaging any specific framework.

Two tabs split the alerts:

Each row shows the alert type, the number of affected assets, the section of the platform (e.g. Meters & Consumption (Energy) → Area type), and a description. Click the asset count to jump into the filtered asset list.

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.

Open any report from the sidebar. The report page opens on Step 1, showing your current Data completion / Data readiness score and a list of Blocking Issues — missing required fields and errors that prevent final report generation.

There are three practical ways to close a gap, depending on scale:

Step 2 structures optimisation as three review tasks, each with its own checkbox:

Each task has a Review or Analyze link that jumps to the right surface. When a reviewer has finished, they tick the checkbox — the UI records the reviewer's name so the team has a clear signal that a human looked. A Skip Step button is available if you want to go straight to Step 3, but resolving the three checks is recommended before saving a final report.

When you're ready:

Saved reports appear under Saved Reports in the sidebar. You can download them at any time.

At the bottom of each report's Overview, the Asset Breakdown block gives three complementary views of portfolio health:

Data completion / Data readiness tells you whether a report can be generated. Quality and Reliability describe the story the data tells — and reliability in particular is the conversation investors and auditors care about.

At any point before Data completion / 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 especially valuable for frameworks whose own portals run final validation — GRESB is the clearest example, since its full validation set isn't publicly documented and the portal itself is the final validator. Upload a draft, fix what the portal surfaces, regenerate, repeat — the final report you save in Scaler should match what you submit.

Drafts don't appear under Saved Reports, but every generation — drafts included — is logged in Report History with a timestamp, the generator's name, and a download link.

All final reports you've generated and saved appear under Saved Reports in the left sidebar. Each entry shows:

Click a saved report to view or download it.

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. This is the team-level audit log: a colleague's draft from last Tuesday lives here with their name and the exact timestamp, so you can open it, compare, and see what changed.

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.

Reports only appear in the sidebar — and start tracking data completion / data readiness — once they've been enabled for the portfolio. Open Manage reports from the bottom of the Reports Portal sidebar, or from the button at the top right of the Overview.

The page is a two-panel layout:

Some frameworks have sub-modules you can enable independently, each with their own Active toggle and Due date. GRESB, for example, exposes the main GRESB output alongside GRESB Governance and GRESB Governance Development Indicators.

Toggling a framework on or off doesn't change any underlying data — it only controls whether the framework surfaces in the sidebar and Overview, and whether Scaler tracks data completion / data readiness against it.

Alternatively, enable reports from Data Collection Portal → Portfolio → Settings → Data Collection Settings.

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.