This is the first in a three-part masterclass series designed to prepare you for reporting season. The series covers all the major platform updates and improvements we've made to help you collect, analyze, and report your sustainability data more efficiently.
Webinar Date: February 10, 2025
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Masterclass Series
This three-part series covers everything you need to navigate reporting season confidently:
- Data Collection (February 10) – New tools, improvements, and workflows for collecting and managing data
- Reporting (February 12) – Generating reports and preparing submissions
- Analytics & Insights (February 18) – Understanding your portfolio performance and identifying trends
Key Takeaways
1. New Workflow Tools Make Data Collection Action-Oriented
The Portfolio Overview Dashboard shows exactly where you stand on data completion across your portfolio. The redesigned Asset List automatically sorts incomplete assets to the top—click Resolve to jump straight to issues that need attention. The Alerts Dashboard centralizes all blocking issues and warnings, with bulk spreadsheet download capabilities for efficient resolution across multiple assets.
2. Two Data Coverage Methodologies Serve Different Purposes
Scaler uses two distinct data coverage calculations:
- GRESB-aligned methodology: What appears in reports and analytics (aggregated at energy category level)
- Scaler methodology: Granular meter-level tool for identifying gaps in your data collection process
Both methodologies are available throughout the platform. Use the one that matches your current task—GRESB-aligned for reporting preparation, Scaler methodology for operational data gap analysis.
3. Major Meter & Consumption Updates
The Meter List Dashboard now prioritizes meters by covered area and time coverage, helping you focus efforts where they'll have the greatest impact on data completeness. Recent feature additions include meter versioning for tracking configuration changes over time, EV charging station configuration, solar panel production estimation, consumption correction capabilities, and calculated meters for automated aggregation. Monitoring method terminology has been updated for international clarity.
4. Spreadsheet Best Practices
Use Custom Selection when downloading spreadsheets to include only the fields you're actively editing—this reduces the risk of accidental overwrites. Always read Rows 8-10 before filling any field to understand the field type, required units, and whether the field is mandatory. Follow a tight download-edit-upload cycle rather than letting spreadsheets sit for weeks, which increases the risk of working with outdated data.
5. Data Request Tool Eliminates Email Chaos
Send field-specific data requests directly to internal or external stakeholders. Recipients enter data directly into Scaler through a simple interface. You review and validate submissions before they enter the platform—no manual re-entry or email attachments required.
Timestamped Agenda
Total runtime: 1 hour 17 minutes
Getting Started
- [00:10] – Introduction & Overview
- [03:49] – Knowledge Base & Release Notes
- [05:12] – New Navigation
Data Collection Workflow
- [06:13] – Portfolio Overview Dashboard
- [07:04] – Redesigned Asset List
- [08:08] – Asset-Level Overview
- [10:55] – Alerts Dashboard (Bulk Resolution)
Meter Tools & Data Coverage
- [14:23] – Meter List Dashboard
- [20:23] – Consumption Coverage Table
- [34:45] – Data Coverage Methodologies (GRESB vs. Scaler)
Portfolio & Asset Configuration
- [22:00] – Portfolio Settings
- [22:46] – Custom Fields
- [25:08] – Asset Groups
Asset-Level Features
- [27:43] – Asset Characteristics (Climate Zone, Active Status, Tags)
- [29:38] – Reporting Data (Vacancy, GAV, Market Value, Financial Controls)
- [33:52] – Certifications
Meters & Consumption Deep Dive
- [39:29] – Monitoring Methods Update
- [40:40] – Consumption Format & Automated Toggle
- [41:57] – Meter Versioning
- [43:52] – EV Charging Configuration
- [45:39] – Solar Panel Production & Estimation
- [47:26] – Currency Selection
- [48:14] – Consumption Corrections
- [49:06] – Waste Type Field
- [49:51] – Calculated Meters (Virtual Meters)
Building Units
- [54:10] – Building Units Overview
- [56:30] – Meter Linking
- [58:25] – Certification Handling
Getting Data Into Scaler
- [59:30] – Scaler Spreadsheet Template
- [1:04:00] – Critical Spreadsheet Rules & Examples
- [1:10:00] – Data Request Tool
- [1:14:30] – Request Management & Review Process
Additional Resources
Knowledge Base
Access from your profile menu (bottom left) or home page. Search by keyword for detailed articles on workflows and methodologies. All features covered in this session have in-depth documentation.
Release Notes
Track every new feature and update as they're released. Available from the home page and your profile menu.
Scaler AI (Lumi)
Use your free monthly prompts to ask questions about using Scaler. Lumi is synced with the Scaler Knowledge Base.