Monthly data summary report

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The Monthly Data Summary reports 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.
Table 1. Report columns
Column Description
Start_Period Start date of report.
End_Period End date of report.
Associate Organization name in IBM® ESG Suite.
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.
Level 2 Group Level 2 group name.
Level 3 Group Level 3 group name.
Country Country of location.
Region Region of Location.
Location Location or site name.
Location Reference Location reference.
Category Data type category.
Data Type Data type name. For example, electricity, natural gas.
Item Type Account.
Account Style/Component Account style name.
Sub type Sub type if configured for an account style or account to cater for different emission factors.
Item Number Account number.
Account Ref/Meter Name Linked Meter Name.
Supplier Supplier name.
Reader / Notes Reader field for an account. Notes field for a meter.
Opened_On Account open on date.
Replaced_On Account closed on or replaced on date.
Occurred_On Calendar month of the data
Units Unit of measure.
Actual Data Actual data.
Estimated Data Estimated data.
Accrued Data Accrued data.
Total Data Total of actual and estimated data.
Actual Days Days of actual data entered in the month.
Estimated Days Days of estimated data entered in the month.
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.
Total Days Total days for actual and estimated days.
Actual Percent Percentage of data that is actual data.
Estimated Percent Percentage of data that is estimated data.
Accrued Percent Percentage of data that is accrued.
Use Type Tag type name. By default, it is Consolidation.
Use Set to a tag under the Consolidation tag type, for example, CO2e and Base Measure.
Use Percent Percentage of use.
Group Membership Percent Grouping membership percent.
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.
Energy Consumed (GJ) Energy consumed in GJ.
Energy Produced (GJ) Energy produced in GJ.
Total GJ Total energy in GJ.
Scope 1 CO2e(t) Scope 1 emissions of CO2.
Scope 2 CO2e(t) Scope 2 emissions of CO2.
Scope 3 CO2e(t) Scope 3 emissions of CO2.
Other CO2e(t) Other emissions.
Total CO2e(t) Total of scope 1, 2, 3, other emissions combined.
Actual Cost Cost of actual data.
Estimated Cost Cost of estimated data.
Accrued Cost Cost of accrued data.
Total Cost Total cost.
Total Reporting Cost Total reporting cost after applying Group Membership % and Use % to Total Cost.
Cost_Unit Currency unit.
Group_By Unique field made from account ID and data type, which can be used for grouping data.
Account_Meter_Link Account internal ID or unique identifier, which can be used to link tables in Power BI reporting.
Factor Name Name of the emission factor that is used to calculate Scope 1, 2, 3 or other emissions.
Factor Value (kgCO2e/unit) Emission factor value in the unit of measure as defined in the ‘Units’ column.
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.
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.

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.