Reviewing Account styles

View the list of account styles that are available in your organization.

About this task

An account style determines the supported data capture fields, reporting units, and emission or energy reporting output of your data. You can review Account Styles that are available in your organization, together with their captions, scope, and their associated data type details from the Account Styles page.
Note: The Account Styles page is restricted to system administrator users only
The columns in the Account Styles table are as follows:
Account Style Caption
Account Style name that is being used and displayed in most reports and dashboards.
Number of Accounts
The number of accounts that are associated with the account style. This is an attribute of the account style’s parent data type.
Scope
The emissions scope of the account style. This is an attribute of the account style’s parent data type.
Date Type
The parent reporting entity of the account style. Each account style belongs to a data type. The Data Type typically follows the format of name [unit], for example, Electricity [kWh].
Data Type Caption
An optional field. An alternative name for the data types that is used in reports and dashboards for your organization. Applicable when the Data Type Alias feature is enabled for your organization only.
Data Type Category
Parent reporting entity of data type. Typically a collection of data types with different reporting units but that belong to the same broader reporting class, such as electricity.
AI Assist - Mapped Classification
Where applicable, it shows the system mapped USEEIO 66 Commodity Class for the account style. Only applicable when AI Assist is used for scope 3 spend-data account style allocations.

Procedure

  1. As a system administrator to open the Account Styles grid, click Manage > Account Styles.
  2. Click The Download icon to review the list of account styles offline.