How to generate reports – Scaler

Purpose

This article explains how to generate reports in Scaler, from enabling reporting frameworks to checking data completeness and downloading final outputs.

Where reports are generated in Scaler

All reports are generated from the Data Collection Portal.

Reports are available at:

Portfolio level (most reporting frameworks)

Company level (where company-level reporting is enabled)

Enable reports for a portfolio

Before you can generate a report, the relevant reporting framework must be enabled.

Navigation path

Data Collection Portal → Portfolio → Settings → Data Collection Settings

Steps

Open the Data Collection Portal

Go to the Portfolio view

Open Settings

Under Data collection settings, in the Enable by report tab, enable the reporting frameworks you want to use

Once enabled, Scaler will track data completeness for those reports.

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Check data completion for a report

Before generating a report, it’s important to understand what data completion means in Scaler and how to assess it.

What “data completion” means

Data completion for a report means that all required fields for that report are filled in across the relevant assets.

100% data completion = all required fields are complete

Reports can still be generated with less than 100% completion, but these should be treated as drafts

Scaler distinguishes between three types of fields for reports:

Required (✔)

Must be filled in to reach 100% data completion

Conditionally required (✔C)

Become required based on another field’s value

Preferred (P)

Improve scoring or disclosure quality (e.g. GRESB points), but are not required for completion

Where to see all required fields for a report (Spreadsheet view)

The best overview of report requirements is in the Scaler Spreadsheet.

Navigation path

Data Collection Portal → Portfolio → Asset List

Steps:

Select one or more assets

Use the floating action bar to Download 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

✔C Conditionally required

P Preferred fields

You can filter these columns to quickly understand what is needed for each report.

Portfolio-level overview of report completion

Portfolio overview dashboard

Navigation path

Data Collection Portal → Portfolio → Overview

This dashboard shows:

All enabled reports

High-level data completion status for each report

Selecting the arrow next to a report opens the detailed report view.

Reports dashboard (detailed view)

Navigation path

Data Collection Portal → Portfolio → Reports

Here you’ll see:

Overall report-specific Data completion

Asset-level completion bars

Data coverage and Data reliability indicators

This view helps you assess how close you are to completion and where gaps remain. You can click on an individual asset bar, then on the Add data button to go directly to data entry for that asset.

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Generate reports with less than 100% completion

By default, Scaler expects reports to reach 100% data completion.

However, you can enable draft generation.

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Draft report generation

On the Reports page, toggle:

Enable report generation with < 100% data completion

This allows you to:

Generate draft reports

Preview outputs before data collection is finished

Validate assumptions and structure

Draft reports contain incomplete data. Scaler may choose not investigate perceived issues with reports which are generated below 100%.

Asset-level data completion and resolving issues

To resolve missing or incorrect data, drill down to the asset level.

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Asset List filtered by report

Navigation path

Data Collection Portal → Portfolio → Asset list

Steps:

Select a report from the report filter at the top

The asset list updates to show:

Data completion for that report

Errors

Missing data

Warnings

Assets with less than 100% completion appear at the top.

Resolve missing data

In the asset list:

Use the Actions column

Click Resolve for any asset below 100%

This opens the asset in edit mode.

At the asset level:

Use the coloured indicators to identify:

Missing required fields

Validation errors

Once all required issues are resolved, the asset reaches 100% completion for that report. Increasing data completion for one report often increases data completion across other reporting frameworks.

Generate and save reports

When all assets reach 100% completion (or when draft generation is enabled):

Navigation path

Data Collection Portal → Portfolio → Reports

Steps:

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)

Data export (raw input data)

Generation may take longer but produces audit-ready outputs.

Save report versions

After generation, the button changes to Save report.

Saving a report:

Stores that exact version in Saved reports

Allows future download by authorised users (those with access to the Portfolio-level of the Data Collection Portal)

Preserves an audit trail of published outputs