Data prerequisites

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Before you run the Programs Overview PowerReport for the firs time, you must make sure that the data prerequisites are met.

Review the prerequisites that are required to show expected savings, savings start and end periods, special action fields, and the internal rate of return (IRR) in the PowerReport.

Expected savings

The expected savings in the report are derived from values that are associated with actions. One or more of the following fields must be populated:
  • Estimated Annual CO2e Savings (kg CO2e)
  • Estimated Annual Unit Savings
  • Estimated Annual Cost Savings
  • Estimated Annual Unit Savings
Note:

In the savings fields for actions, you must enter annual values. The report apportions the annual savings amount to monthly savings amount by number of days in each month. For example, the derived emission savings in March would be slightly higher than savings in February, due to the difference of number of days in each month.

If you cannot provide annualized values or the values require derivations, the Sustainability Program Tracking module can automatically calculate annualized values based on pre-defined custom rules. Contact the Envizi team for more information.

Savings start and end periods

Each action requires a projected saving period. For example, an action that is completed in December 2022 might deliver savings over the next two years from January 2023 to December 20224. January 2023 represents the start of the savings period and December 2024 represents the end of the savings period.

The Savings Start Period is calculated in Sustainability Program Tracking by using start and finish dates that are provided for an action. The Savings Start Period uses one of the following dates, in order of preference depending on which fields are populated for an action:
  • Actual Finish Date
  • Planned Finish Date
  • Actual Start Date
  • Planned Start Date
  • Raised on Date
  • Last Update on Date

The Savings End Period uses the Savings Effective To field. If no date value is specified, it uses the Savings Start Period + Default number of Savings Years, which is defined in the Organization Settings. For more information, see Setting dashboard and reporting preferences

Special action fields

In the Programs Overview PowerReport, the following four fields are used to filter the report and slice and dice the report:
  • Action Status
  • Acton Type
  • Action Class
  • Action Priority
If you have customized the names of these fields or if you do not use any of these fields, you might see an X instead of these fields in the report. Contact the Envizi team about creating a custom version of the report, if this limits the usefulness of the report.