Monthly Data Summary - Social Metrics report
Run the Monthly Data Summary - Social Metrics report to review monthly normalized social metrics for a specific period.
About this task
The Monthly Data Summary - Social Metrics report displays disaggregated social metrics per month. The structure of the report is similar to the standard Monthly Data Summary report, including consolidation tags and reporting percentage calculations.
There are several key differences between this report and the standard Monthly Data Summary report. All normalized records remain disaggregated at a monthly level. If two or more records are captured in the same account for the same period or overlapping period, two or more rows of monthly data are displayed. Keeping the data disaggregated helps with auditing. It also helps you understand the aggregation that is defined at a field level in other areas of reporting in the IBM® Envizi ESG Suite.
All fields within a social metrics account style are available in this report, including text, picklist, and hidden calculated values. Accruals are not available in social metrics monthly normalization.
Use this report to review monthly normalized social metrics for your selected period, and link monthly normalized values to account records. The report is primarily used to:
- Perform data reconciliation. Review data values and confirm data availability.
- Perform data health checks. Review all social metrics values and fix discrepancies.
| Column | Description |
|---|---|
| Start Period | Start date of the report. |
| End Period | End date of report. |
| Associate | Organization name in IBM Envizi 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 the location. |
| Location | Location or site name. |
| Location Reference | Location reference. |
| Category | Data type category. |
| Data Type | Data type name. For example: Social Metrics, Company Data. |
| Account Style | Name of the account style used. |
| Account Number | Identifier for the account. |
| Account Reference | Reference for the account. |
| Account Link | Unique ID for the account. |
| Record link | Unique ID for the account record. This field is useful for mapping the monthly normalized row to the source account record. |
| Month | Month of data. |
| Field Name | Name of field in the account style. |
| Value | Monthly normalized value in the account. |
| Days of Data | Number of days of data represented in the row. |
| Aggregation Method | Defined aggregation method for the field. For more information, see Social metrics account styles |
| Supplier | Supplier name. |
| Notes | Notes for the account. |
| Opened On | Account open on date, if defined. |
| Replaced On | Account replaced on date, if defined. |
| Tag Type | Defaults to Consolidation. |
| Tag | Defaults to CO2e and Base Measure. |
| Tag Percent | Percentage value of tag. |
| Group Membership Percent | Combined percentage values of location-group membership and reporting percentages. |
| Total Reporting Amount | Result of value * Tag Percent * Group Membership Percent. |