Monthly Data Summary report

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The Monthly Data Summary report displays aggregated monthly consumption, energy, emissions, and cost per month, quarter, and year. Data is aggregated irregardless of invoice periods.

About this task

Use the report to see a trends in consumption, energy, emissions, and cost over time. You can also use the report to verify the completeness of values in the actual, accrued, and estimated fields. The report is primarily used to:
  • Perform data reconciliation. Review data values and confirm data availability.
  • Perform data health checks. Review cost and consumption values and fix discrepancies.
  • API integration can be used to use this report in Power BI dashboard.
  • Perform emissions auditing. Spot check or audit your data. To verify emissions calculations, you can review the emission factors that were used. For further detail, you can review emission factors by running the Energy and Emission Factor report and cross-reference by using the Factor Link column.
Note:

To align with the GHG Protocol Corporate Standard requirement to exclude offsets and RECs from a GHG inventory, IBM® Envizi ESG Suite captures green power as positive consumption but reports it under a different data type. To aggregate consumption, sum the Total Emissions column, which will then show zero.

Summing the total Scope 2 CO2e(t) column also results in a positive amount, because Envizi ESG Suite does not calculate a Scope 2 emissions amount from RECs, again to align with the GHG Protocol for Location-based Emissions reporting. You can also sum the Total GJ column because the green power component has a zero value, so a positive total energy amount is also correct.

Do not sum the Actual Data, Total Data, or Total Reporting Amount columns because the values are not provided in a context that permits aggregation. For example, you cannot sum kWh of electricity with liters of diesel fuel.

Table 1. Report columns
Column Description Type of data Maximum character length
Start_Period Start date of report. Date N/A
End_Period End date of report. Date N/A
Associate Organization name in Envizi ESG Suite. Text 60
Level 1 Group Grouping at level 1. By Default, the report displays classification groups. If report is selected for a particular group, groups are displayed accordingly. Text 50
Level 2 Group Level 2 group name. Text 50
Level 3 Group Level 3 group name. Text 50
Country Country of location. Text 50
Region Region of Location. Text 50
Location Location or site name. Text 100
Location Reference Location reference. Text 100
Category Data type category. Text 100
Data Type Data type name. For example, electricity, natural gas. Text 100
Item Type Account. Text 50
Account Style/Component Account style name. Text 250
Sub type Sub type if configured for an account style or account to cater for different emission factors. Text 100
Item Number Account number. Text 100
Account Ref/Meter Name Linked Meter Name. Text 100
Supplier Supplier name. Text 100
Reader / Notes Reader field for an account. Notes field for a meter. Text 2500
Opened_On Account open on date. Date N/A
Replaced_On Account closed on or replaced on date. Date N/A
Occurred_On Calendar month of the data Date N/A
Units Unit of measure. Text 100
Actual Data Actual data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Estimated Data Estimated data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Accrued Data Accrued data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Total Data Total of actual and estimated data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Actual Days Days of actual data entered in the month. Integer N/A
Estimated Days Days of estimated data entered in the month. Integer N/A
Accrued Days No. of days of accrued data in the month if accruals are on for the account style, and there is no actual or estimated data for a period. Integer N/A
Total Days Total days for actual and estimated days. Integer N/A
Actual Percent Percentage of data that is actual data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Estimated Percent Percentage of data that is estimated data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Accrued Percent Percentage of data that is accrued. Decimal Number Maximum 19 digits, including up to 4 decimal places
Use Type Tag type name. By default, it is Consolidation. Text 500
Use Set to a tag under the Consolidation tag type, for example, CO2e and Base Measure. Text 500
Use Percent Percentage of use. Decimal Number Maximum 19 digits, including up to 4 decimal places
Group Membership Percent Grouping membership percent. Decimal Number Maximum 18 digits, including up to 4 decimal places
Total Reporting Amount Total reporting amount after applying Group Membership % and Use % on Total Data.

This amount is used in several dashboards and is used during reporting.

 Decimal Number Maximum 19 digits, including up to 4 decimal places
Energy Consumed (GJ) Energy consumed in GJ. Decimal Number Maximum 19 digits, including up to 4 decimal places
Energy Produced (GJ) Energy produced in GJ. Decimal Number Maximum 19 digits, including up to 4 decimal places
Total GJ Total energy in GJ. Decimal Number Maximum 19 digits, including up to 4 decimal places
Scope 1 CO2e(t) Scope 1 emissions of CO2. Decimal Number Maximum 19 digits, including up to 4 decimal places
Scope 2 CO2e(t) Scope 2 emissions of CO2. Decimal Number Maximum 19 digits, including up to 4 decimal places
Scope 3 CO2e(t) Scope 3 emissions of CO2. Decimal Number Maximum 19 digits, including up to 4 decimal places
Other CO2e(t) Other emissions. Decimal Number Maximum 19 digits, including up to 4 decimal places
Total CO2e(t) Total of scope 1, 2, 3, other emissions combined. Decimal Number Maximum 19 digits, including up to 4 decimal places
Actual Cost Cost of actual data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Estimated Cost Cost of estimated data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Accrued Cost Cost of accrued data. Decimal Number Maximum 19 digits, including up to 4 decimal places
Total Cost Total cost. Decimal Number Maximum 19 digits, including up to 4 decimal places
Total Reporting Cost Total reporting cost after applying Group Membership % and Use % to Total Cost. Decimal Number Maximum 19 digits, including up to 4 decimal places
Cost_Unit Currency unit. Text 10
Group_By Unique field made from account ID and data type, which can be used for grouping data. Text 2500
Account_Meter_Link Account internal ID or unique identifier, which can be used to link tables in Power BI reporting. Integer N/A
Factor Name Name of the emission factor that is used to calculate Scope 1, 2, 3 or other emissions. Text 500
Factor Value (kgCO2e/unit) Emission factor value in the unit of measure as defined in the ‘Units’ column. Text 30
Factor Source Source of the emission factor. Most emission factors listed in this report come from one of managed factor sets. For more information, see Managed emission factors. Text 2000
Factor Link This is an ID field that provides a unique link to the emission factor. Run the Emission and Energy Factor report to cross reference emissions data with factor details using the ‘Factor Link’ ID. Integer N/A
Approved Percent Percentage of total data that is linked to approved account records. Decimal Number Maximum 19 digits, including up to 4 decimal places

Procedure

  1. From Global search, select Reports, and enter Monthly Data Summary Report.
  2. Select the report from the search results to open the Reports grid.
  3. Specify the group and locations on which to run the report.
  4. Select the data type, for example, Electricity [kWh]. Only accounts that belong to the data type are included.
  5. Click the report in the Reports grid.
  6. Select report options.
    • Select the currency. The field defaults to the reporting currency of the organization. Currency exchange rates that are stored in the Envizi ESG Suite platform are used to convert the local currency to the reporting currency.
    • In Filter By # 1, choose from these options:
      • Exclude Lifecycle Emissions: Exclude scope 3 part of scope 1 (eg. Natural Gas) and scope 2 (eg. Electricity) data types.
      • Include Lifecycle Emissions (where available): Includes scope 3 emissions for scope 1 and scope 2 data types. For example, for electricity, you see both scope 2 and scope 2 CO2 emissions in the report.
    • In Filter By #2, select consolidation: By default, the report uses the consolidation reporting tags.
    • In Filter By #3, select a category.
    • Select the duration of the report.
    • Select the calendar month to end on.
  7. Click Submit.
  8. Download the report as a CSV file for offline analysis.