Monthly dataset - basic fields

You can build custom PowerReports by using the predefined fields of the monthly dataset.

The following sections describe the basic fields that are available in the monthly data set. For information about user-defined fields such as data type groups, intensity ratios and social metrics, see Monthly dataset - Dynamic fields. For information about advanced fields that are related to specific modules, see Monthly dataset - advanced fields.

Note:

Variance fields

All previous year (PY) fields are defined as the current date minus 12 months.
All previous month (PM) fields are defined as the current date minus 1 month.
To specify the month end of your baseline year, click Admin > Organization Preferences > Reporting and Dashboard Preferences.
If you are reporting a yearly value against a baseline year, ensure that the year ends align, for example, align to the financial year (FY) or the calendar year end for the baseline year end.
A system administrator can change the global reporting unit for emissions, energy, mass, or volume by clicking Admin > Organization Preferences > Reporting and Dashboard Preferences.

Breakdown fields

Actual and estimated values are determined by a flag that is set at the record level of every account item.
Accrued values are automatically calculated based on the accrual settings that are configured for you accounts. For more information, see Configuring accruals.
Missing values are estimated monthly based on the average daily consumption of an account, where available, multiplied by the number of days in each month that does not have data.
Approved and unapproved fields are determined by the approval status against records. Accrued data is always considered as unapproved.

Cost

Table 1. Cost
Field	Description
Cost	Total cost in local currency, based on location region.
Cost Breakdown	Subfolder that contains additional cost fields: Accrued, Actual, Estimated, Missing (including % of total) Approved, Unapproved
Cost Global	Total cost converted to the default global currency.
Cost Rolling 12mth Avg	Total Cost rolling 12-month average in local currency. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Cost Rolling 12mth Avg Global	Total Cost rolling 12-month average, converted to the default global currency. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Cost TD	Total cost to date. Note: This field provides the cumulative total cost when used in a table with a calendar field or the sum of the total cost for the period being reported if no calendar fields are used.
Cost TD Global	Total cost for the previous year
Cost variances	Subfolder that contains additional cost fields for variance comparisons: Baseline figures and variances Previous year (PY) figures and variances Previous month (PM) figures and variances
Default Global Currency	Returns the global currency default selected.

Emissions

Table 2. Emissions fields
Field	Description
Emissions	Total GHG emissions are equal to CH4 Emissions + CO2 Emissions + N2O Emissions, in your default emissions reporting unit.
Emissions Breakdown	Subfolder that contains additional emissions fields: Accrued, Actual, Estimated, Missing (including % of total) Approved, Unapproved Biogenic, CH4, CO2, and N20 emissions
Emissions Rolling 12mth Avg	Total emissions rolling 12-month average. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Emissions TD	Total emissions to date. Note: This field provides the cumulative total cost when used in a table with a calendar field or the sum of the total cost for the period being reported if no calendar fields are used.
Emissions unit of measure	Returns the default unit of measure for emissions.
Emissions Variances	Subfolder that contains additional emissions fields for variance comparisons: Baseline figures and variances Previous year (PY) figures and variances Previous month (PM) figures and variances
Indirect Emissions	Indirect emissions such as scope 3 upstream or downstream emissions, which are associated with the same scope 1 or scope 2 activity data.
Lifecycle Emissions	Total lifecycle emissions are equal to emissions + indirect emissions.
Market-based Emissions	This field reports market-based emissions, or the regular emissions value for any account that does not calculate market-based emissions. For more information, see Market-based Emissions report.
Normalized Emissions	Weather normalized emissions, which are available only when the regression model is set up for the relevant account or meter.

Energy

Table 3. Energy fields
Field	Description
Energy	Total energy consumed or produced, reported in your default energy reporting unit.
Energy Breakdown	Subfolder that contains additional energy fields: Accrued, Actual, Estimated, Missing (including % of total) Approved, Unapproved
Energy in kWh	Total energy consumed or produced, reported in kWh.
Energy Rolling 12mth Avg	Total energy rolling 12-month average, reported in your default energy reporting unit. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Energy Rolling 12mth Avg in kWh	Total energy rolling 12-month average, reported in kWh. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Energy TD	Total energy to date, reported in your default energy reporting unit. Note: This field provides the cumulative total cost when used in a table with a calendar field or the sum of the total cost for the period being reported if no calendar fields are used.
Energy TD in kWh	Total energy to date, reported in kWh. Note: This field provides the cumulative total cost when used in a table with a calendar field or the sum of the total cost for the period being reported if no calendar fields are used.
Energy Unit of Measure	Returns the default reporting unit for energy as a text field.
Energy Variances	Subfolder that contains additional energy fields for variance comparisons: Baseline figures and variances Previous year (PY) figures and variances Previous month (PM) figures and variances
Normalized Energy	Weather normalized energy, available only when the regression model is set up for the relevant account or meter, reported in your default energy reporting unit.
Normalized Energy in kWh	Weather normalized energy, available only when the regression model is set up for the relevant account or meter, reported in kWh.

Native units

Table 4. Native units fields
Field	Description
Native Units	Raw data from your accounts, reported in the native units determined by the data type.
Native Units Breakdown	Subfolder that contains additional native units fields: Accrued, Actual, Estimated, Missing (including % of total) Approved, Unapproved Linked meter data
Native Units Rolling 12mth Avg	Total native units rolling 12-month average, reported in the native units determined by the data type. Note: This field displays the average as at the last month available in the filtered dataset if no monthly variables are available.
Native Units TD	Total native units to date, reported in the native units determined by the data type. Note: This field provides the cumulative total cost when used in a table with a calendar field or the sum of the total cost for the period being reported if no calendar fields are used.
Native Units Variances	Subfolder that contains additional native units fields for variance comparisons: Baseline figures and variances Previous year (PY) figures and variances Previous month (PM) figures and variances
Normalized Native Units	Weather normalized native Units, available only when the regression model is set up for the relevant account or meter, reported in the native units determined by the data type.

Other

Table 5. Other fields
Field	Description
Area	Total area of data types that are measured in area metrics, for example, m2.
Area Unit of Measure	Returns the default reporting unit for area as a text field.
Days of Data	Total number of days of data present per month in your accounts, where the record start and record end fields of records determine this value.
Distance	Total distance of data types that are measured in distance metrics, for example, km.
Distance Unit of Measure	Returns the default reporting unit for distance as a text field.
Mass	Total mass of data types that are measured in mass metrics, for example, tonnes.
Mass Unit of Measure	Returns the default reporting unit for mass as a text field.
Others Breakdown	Subfolder that contains additional fields: Accrued, Actual, Estimated, Missing (including % of total) Approved, Unapproved Days of Data Mismatched. Returns the monthly comparison of the number of days of data against the total number of days in each month.
Others Variances	Subfolder that contains additional fields for variance comparisons: Baseline figures and variances Previous year (PY) figures and variances Previous month (PM) figures and variances
Volume	Total volume of data types that are measured in volume metrics, for example, kL.
Volume Unit of Measure	Returns the default reporting unit for volume as a text field.

Note: The days of data fields report the sum of the days of data for all records within the reporting period.

Calendar

Table 6. Calendar fields
Field	Description
Date	The month that relates to the data currently being shown. All data in the monthly dataset is aggregated to a monthly level, and all dates included reference the first day of the month that is being reported.
Calendar Year	Subfolder that contains fields that return calendar year-based information, for example: Date : July 2024 Month : 7 Month Long Text : July Month Short Text : Jul Quarter : 3 Quarter Name : Q3 Jul-Sep 2024 Quarter Name (Short) : Q3 2024 Year : 2024 Year Short : 24
Financial Year	Subfolder that contains fields that return financial year based information, for example: FY : 23-24 FY (Long) : 2024 FY (Short) : 24 FY Month : 1 FY Quarter : 1 Fy Quarter Name : Q1 Jul-Sep 2024 FY Quarter Name (Short) : Q1 2024 FY Short Text : FY24 FY Years Long : 2023-2024
Reporting Period Short Text	Returns an abbreviated text label that indicates the date range that is currently applied to the report through filters. For example, Jan-2024 - Dec-2024
Reporting Period Text	Returns a text label that indicates the date range that is currently applied to the report through filters. For example, January-2024 - December-2024

Currency

Table 7. Currency fields
Field	Description
Currency Code	ISO currency code, for example, AUD or USD. List of currency codes is sourced from the country information of locations that have been set up in the system.
Currency Name	ISO currency name, for example, Australian Dollar.

Group

Table 8. Group fields
Field	Description
Group Count	Provides a count of the number of groups that fall within the currently filtered criteria. The field can be used to provide a count of the number of groups that fall within a dimension, such as location, or filter a slicer or table by the items that exist only within the filtered selections. To obtain the count, add the field as a filter with `is not blank` selected as the criteria.
Group Type	Returns the group type currently being filtered, either classification, portfolio, or facility. Classification is the default filter and is considered the primary reporting group. To ensure that data is not duplicated, if a classification group has multiple hierarchies, each location can be included once in only one of the hierarchies. Portfolio groups can contain the same location more than once in different hierarchies. To ensure that the correct portfolio group is included in a report, use the Level 1, 2, and 3 filters that are outlined in this table. For more information about groups, see Setting up groups.
Level 1 Group	Level 1 group names
Level 2 Group	Level 2 group names
Level 3 Group	Level 3 group names

Item

Table 9. Item fields
Field	Description
Account Style/Component	An account's account style name or a meter's meter component name.
Accrue Type	Accrue type of the account style, for example, contiguous, event.
Attributes	Subfolder that contains fields that return attributes that are assigned to accounts, which can be used to aggregate or filter accounts
Item Breakdown	Additional fields related to configured items. Count fields return the total number of items that meet the current filter criteria in your report: Item Closed % Item Count Item Count Closed (closed accounts have a `Replaced on` date in the past) Item Count Open (open accounts have no `Replaced on` date or a `Replaced on` date in the future) Item Open % Last Day of Data, which is the last day when the account or meter has data, for example, 21/09/2021 Period of Last Data, which returns a text value with the broad period when an account was last updated with data
Item Name	An account's account number or a meter's serial number.
Item Type	Account or meter.
Opened On	Opened on date of the account or meter.
Reference	An account's account reference or a meter's meter name.
Replaced On	Replaced on (closed on) date for the account or meter.
Scope 3	Subfolder that contains fields that are related to scope 3 data, retrieved from the scope 3 category attribute within account styles: Calculation method Data quality The data quality is the Envizi ESG Suite rating of the calculation accuracy based on the calculation method used, from 1-5 where 1 is the best and 5 is the worst.
Source	An account's reader field or a meter's service point service provider field.
Supplier	An account's supplier field (for account) or a meter's service point supplier field.

Location

Table 10. Location fields
Field	Description
Address	Subfolder that contains fields that return address data for the location. The values are populated in the address fields section of each location.
Associate Name	Name of your organization.
Attributes	Subfolder that contains fields that return attributes that are assigned to locations. The fields can be used to aggregate or filter locations.
Closed On	Closed on attribute of the location, in yyyy/mm/dd format.
Coordinates	Subfolder that contains fields that return latitude and longitude for the location: Latitude in decimals, for example, -34.3497, which is an attribute in the Coordinates subfolder. Longitude in decimals, for example, 135.8543, which is an attribute in the Coordinates subfolder.
Local Currency Unit	Provides the currency of the region that the location belongs to.
Location Count	Provides a count of the number of locations that fall within the currently filtered criteria. This field can be used to provide a count of the number of locations that fall within a dimension, such as a region or group, or filter a slicer or table by the locations that exist only within the filtered selections. To obtain the count, add the field as a filter with `is not blank` selected as the criteria.
Location ID	The location ID
Opened On	Opened on attribute of the location, in yyyy/mm/dd format.
Location Name	The location name.
Location Notes	Text field for notes relating to the location.
Location Ref	The location reference.
Location Type	Office, retail, others, and so on.
Reference	The location reference number.
Weather Station Name	The location's weather station name.

Measure

Table 11. Measure fields
Field	Description
Category Type	Default or custom
Data Type	Data type name, for example, Electricity [kWh]
Data Type Category	Data type category, for example, Electricity, Natural Gas, Stationary Fuels, Waste
Scope	Scope 1, Scope 2, Scope 3, KPI, offsets, and so on
Unit of Measure	Unit of the primary measure of each data type, for example, kWh

Region

Table 12. Region fields
Field	Description
Continent	Continent of the location
Country	Country of the location
Region Name	Region of the location
State	State of the location, if applicable

Tag

Table 13. Tag fields
Field	Description
Tag	Tag name
Tag Type	Tag type name

Note:

The default configuration in PowerReports is for tag type to be added as a filter with Consolidation being the only displayed tag.
By default, only the Consolidation tag type and the CO2e and Base Measure tag are included in the Monthly Dataset.
- To enable other generic tags such as ENERGY STAR and GRESB, click Admin > Organization Preferences > Advanced Preferences.
- To create custom tag types and tags, click Admin > Custom Tags. For more information, see Setting up custom tags.
- If you want to show the tag type in the Monthly Dataset, right click the tag type, select Edit tag type settings, and change the value to Yes.
When the fields are available in the Monthly Dataset, the contents of the fields can be used to aggregate and filter accounts by their respective tags as required.
If you have two tags that are set to 100% on the same account, and both tags are being displayed in a visual, the data is replicated for each tag that is present.

Unit

Table 14. Unit fields
Field	Description
Area Unit	Organization’s global reporting unit for area. The default is m2 if not set.
Distance Unit	Organization’s global reporting unit for distance. The default is km if not set.
Emissions Unit	Organization’s global reporting unit for emissions. The default is tonnes if not set.
Energy Unit	Organization’s global reporting unit for energy. The default is GJ if not set.
Global Currency Unit	Organization’s global reporting unit for currency. The default is USD if not set.
Mass Unit	Organization’s global reporting unit for mass. The default is tonnes if not set.
Volume Unit	Organization’s global reporting unit for volume. The default is liters if not set.