2026 Reporting Masterclass – Scaler

This is the second 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 12, 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) – Portfolio setup, report generation, emissions factors, and audit features

Analytics Tools (February 18) – Using dashboards and analytics tools to gain insights from your data

Key Takeaways

1. Portfolio Settings Drive Your Reporting Experience

Update your Default reporting year and Last reporting year to 2025 in Portfolio Settings to ensure the platform displays current data in analytics and reports. Enable fiscal year reporting if needed—this reconfigures both reports and analytics to match your fiscal calendar. Toggle on all frameworks you'll report to under Data Collection Settings to activate field mapping and completion tracking for those specific reports.

2. Multiple Pathways to Export Your Data

Generate framework-specific reports (GRESB, GRI, SFDR) directly from the Reports Dashboard, or use the Data Export feature for customized metric sets. The Analytics Portal Asset List lets you build custom exports by selecting specific assets and metrics, then downloading in your preferred format. Export options include compact or extended variable sets, monthly or quarterly granularity, and single-year or multi-year ranges.

3. Draft Reports and Audit Trails Support Your Workflow

Generate draft reports before reaching 100% data completion to review outputs and identify remaining gaps. Enable audit trails when generating final reports to include supporting sheets with conversion factors, emissions factors, explanations, and raw data exports. Save final reports in the platform so your entire team can access the same version without relying on email attachments or shared folders.

4. Emissions Factor Configuration Offers Deep Customization

Scaler's default emissions factor set aligns with CRREM and includes national databases from EPA (US) and NGA (Australia). Switch to a manual set to customize location-based factors for district heating or other specific energy types. Market-based emissions accounting requires linking energy suppliers at the asset level and suppliers at the meter level—ensure your subcategory and source configurations match across both.

5. Updated GHG Accounting Methodology (January 2025)

GHG Protocol, GRESB, and Scaler now classify emissions based on operational control rather than space type. Meters in tenant spaces under landlord control now appear in Scope 1 or Scope 2 instead of Scope 3. Review your meter configurations to ensure area type and operational control settings reflect your intended emissions classification for both historical and future data.

Timestamped Agenda

Total runtime: 47 minutes

Introduction & Resources

[00:00] – Welcome & Series Overview

[02:00] – Reporting Season Email List

[02:30] – Knowledge Base Resources for Reporting

Portfolio Setup

[03:30] – Portfolio Settings (Reporting Year, Fiscal Year)

[04:50] – Data Collection Settings (Framework Toggles)

[05:30] – Financial Data Access Controls

Understanding Field Requirements

[06:20] – Using the Spreadsheet Descriptions Sheet

[08:00] – Alert Dashboard for Report-Specific Gaps

[09:00] – Annual Reporting Data Fields

Report Generation Workflow

[09:50] – Reports Dashboard Overview

[10:00] – Navigating Individual Report Views

[11:50] – Data Coverage & Reliability Metrics

[12:50] – Generating Draft Reports

[13:30] – GRESB-Specific Settings

[14:50] – GRI Report Time Granularity Options

[16:00] – Audit Trail Sheets Explained

[19:30] – Saving Reports in the Platform

Data Export Options

[21:00] – Data Export from Data Collection Portal

[21:50] – Analytics Portal Asset List Export

[23:00] – Custom Metric Selection

[23:50] – Preset Export Packages (Compact, Extended, Category-Specific)

[24:30] – Reviewing Exported Data Structure

Emissions Factor Configuration

[25:50] – Knowledge Base Articles on Emissions Factors

[27:00] – Understanding Scope 1, 2, and 3 in Scaler

[27:30] – GHG Accounting Methodology Update (January 2025)

[28:20] – Emissions Factor Dashboard Overview

[28:50] – Default vs. Manual Emissions Factor Sets

[29:00] – Location-Based Factors by Country

[30:20] – State/eGrid-Level Granularity (US & Australia)

[31:30] – Editing Location-Based Factors Manually

[32:40] – Copy-Paste Functionality for Bulk Updates

[33:40] – Market-Based Emissions Accounting Setup

[34:20] – Energy Supplier Regions & Configuration

[36:00] – Linking Suppliers to Meters

[36:40] – Hierarchy of Market-Based Factors

[37:40] – Waste & Energy Purchase Emissions (Overview)

Company-Level Reporting

[38:50] – Enabling Company-Level Reports

[39:00] – Company Reports Dashboard (SFDR, CSRD)

[39:40] – GHG Performance Dashboard (All 15 Categories)

[41:00] – Recording Scope 3 Emissions in Scaler

Audit Features

[42:00] – Audit Trail Sheets in Reports

[42:40] – Granting Auditor Access

[43:00] – Raw Data Exports via Scaler Spreadsheet

[43:40] – Meter Configuration Traceability

[44:30] – Data Request Tool for Audit Logging

[45:30] – Audit Features Knowledge Base Article

Additional Resources

Knowledge Base

Access from your profile menu (bottom left) or home page. The Reporting Resources category includes step-by-step guides, methodology documentation, and all reporting season updates.

Release Notes

Track every new feature and update as they're released. Available from the home page and your profile menu.

Reporting Season Email List

Join our dedicated reporting season email list for important notices, new features, and critical updates. Contact client-services@scaler.com to be added.