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
Mainly used as a data source to pivot and summarize as needed.
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.
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.
Select Output Type
Display on screen, Create report and E-mail it now, Schedule report and E-mail.
Choose to run for one or all Groups.
Choose to run for one or all Locations.
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.
Choose a calendar month.
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:
Start date of Report
End date of Report
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
Region of Location
Data Type Category
Data Type name. For example: Electricity, Natural Gas, Water, etc.
Account- Account Style
Meter - Meter Component
Sub type if configured for an account style or account to cater for different emission factors.
Account Ref/Meter Name
Linked Meter Name
Reader / Notes
Reader field for Account / Notes for Meter
Account/Meter Open Date
Account/Meter Closed / Replaced on Date
Calendar month of the data
Unit of measure
Total of Actual + Estimated + Accrued
No. of Days of Actual data entered in the month
No. of Days of Estimated data entered in the month
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 for Actual + Estimated + Accrued Days
% of actual Data
% of Estimated data
% of Accrued Data
Tag type name (by Default: Consolidation)
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 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
Total of Scope1+ 2 + 3 + Other Emissions
Cost of Actual Data
Cost of Estimated Data
Cost of Accrued Data
Total Reporting Cost
Total reporting Cost after applying Group Membership % and Use % on 'Total Cost'.
Unique field made of Account/Meter Internal ID + Data Type which can be used for grouping of data.
Account/Meter internal ID or unique identifier which can be used in linking tables in BI reporting.