Monthly Data Summary Report

The 'Monthly Data Summary' report shows aggregated monthly data regardless of invoice periods (monthly, quarterly or yearly) allowing users to extract data and easily identify trends over time across their data types. You can use this data to graph trends in consumption, energy, emissions, cost as well as understand data completeness using values in the actual/estimated/accrued fields.

How to run

Global Search → Reports → Monthly Data Summary
Reports menu → Reports Category → Activity Tracking → Monthly Data Summary
Reports menu → All Reports → Search for Monthly Data Summary

This report can be used for…

Data reconciliation - Reviewing numbers and confirm data availability.
Data health check - Reviewing accrued values (cost or consumption) and discrepancies.
API integration can be used to use this report in Power BI dashboards.
Emissions auditing - this report is useful for conducting spot checks or audits on your data. To verify emissions calculation you can review the emission factors that were used, and you can view greater detail on emission factors by running the ‘Energy and Emission Factor’ report and cross-referencing by ‘Factor Link’.

Report Selection

To find the report you can search the name in the Global Search bar.

Similar to other reports in the platform, you can make a range of selections prior to running the report. Below you can see a non-exhaustive list of the selections available.

Selection	Description
Select Output Type	Display on screen, Create report and E-mail it now, Schedule report and E-mail.
Group	Choose to run for one or all Groups.
Location	Choose to run for one or all Locations.
Data Type	Select a Data Type to run Report on. e.g. Electricity [kWh]. Only Accounts belong to the selected Data Type will be included in the report.
Report Currency In	Select currency. Default is Reporting Currency set against the Organization. Currency exchange rates stored in Envizi are used to convert any local currency to the reporting currency.
Filter By # 1	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. example: For Electricity, user will see both scope 2 and scope 2 CO2 emissions in the report.
Filter By #2 - Tags or consolidation	Select appropriate tags if you want report to filter based on your custom tags. By default it use the Consolidation reporting tags.
For a duration of	Default to 1 Year. Can select 1 month, etc.
Ending With	Choose a calendar month.

Report Output

Once report is displayed on screen, select Download as CSV from top left toolbar in report. Below are the explanations of some of the key columns in the report:

Column	Description
Start_Period	Start date of Report
End_Period	End date of Report
Associate	Organization Name in Envizi
Level 1 Group	Grouping at level 1. By Default Report displays Classification group. 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	Location Country
Region	Region of Location
Location	Location/Site name
Location Reference	Location Reference
Category	Data Type Category
Data Type	Data Type name. For example: Electricity, Natural Gas, Water, etc.
Item Type	Account/Meter
Account Style/Component	Account- Account Style Meter - Meter Component
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 Account / Notes for Meter
Opened_On	Account/Meter Open Date
Replaced_On	Account/Meter Closed / 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 + Estimated + Accrued
Actual Days	No. of Days of Actual data entered in the month
Estimated Days	No. of Days of Estimated data entered in the month
Accrued Days	No. of Days of Accrued data (if Accruals are on for the account style, and there is no actual or estimated data for a period) in the month.
Total Days	Total Days for Actual + Estimated + Accrued Days
Actual Percent	% of actual Data
Estimated Percent	% of Estimated data
Accrued Percent	% of Accrued Data
Use Type	Tag type name (by Default: Consolidation)
Use	Tag name
Use Percent	Reporting % of Tag
Group Membership Percent	Grouping membership %
Total Reporting Amount	Total Reporting Amount after applying Group Membership % and Use % on 'Total Data'. This amount is used in Different dashboards and should be picked when doing 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 Scope1+ 2 + 3 + Other Emissions
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 % on 'Total Cost'.
Cost_Unit	Currency unit
Group_By	Unique field made of Account/Meter Internal ID + Data Type which can be used for grouping of data.
Account_Meter_Link	Account/Meter internal ID or unique identifier which can be used in linking tables in BI reporting.
Factor Name	Name of the Emission Factor 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 will come from one of Envizi’s managed factor sets.
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.