Reporting in Diligent ESG

Diligent ESG provides an easy to use, intuitive report generation facility. You can create reports instantly or schedule reports to run in the future.

Instant reports

Use Instant Reports to run CRC, GHG, and Energy focused reports. You can also save report templates for future use. For a full list of existing reports, go to Report types.

Creating an instant report

You can use the Instant Reports section to run Greenhouse Gas, Energy Use, Usage and Cost, Corporate Social Responsibility, and other specific reports. You can save customized report templates for future use by you or other users.

1. Select Reports and select Instant Reports.

2. In the Report Treeview Filter section, select the locations, businesses, entities, or buildings that you want to run the report on. For further information about selecting buildings and assets. For further information, go to Including or excluding buildings in a report.

3. In the Select a report type dropdown, select a report type, such as Energy Use or Waste Management.

4. In the Select a report dropdown, select a specific report type. These specific report types may open more fields and dropdowns for you to complete.

5. In the Select report template dropdown, select a previously created and saved report template. For further information about report templates, go to Creating a report template.

6. In the Select date field, enter a date range for the report.

7. In the Report Data Filters section, expand a section, such as Scope or Data Streams, and select or clear the checkboxes to further filter the information in the report. These filters change depending on the report type you select, for example it shows energy specific filters if you have chosen an energy report.

8. Select Run Report and select one of the following options:

   • Display Report: Creates the report instantly within the same page. In the new window, you can export the report. For further information, go to Exporting a report. We recommend that you use this for most reports.
   • Notify Me When Ready: Creates the report in the background. If you select this, you will be sent an email when the report is ready. We recommend that you use this for more large-scale reports.

Note

These reports expire after 24 hours.

9. Select Display Report or Notify Me When Ready.

10. (Optional) Select Show My Reports to view previously created reports.

Including or excluding buildings in a report

You can use the Report Treeview Filter to include or exclude the organizational entity or buildings. You can include or exclude individual buildings to define the content of the report. You can also search for the building to run the report for using the search field. You can also view the treeview by organisational or by geographic view.

1. Select Reports and select Instant Reports.
2. In the Report Treeview Filter section, to select the businesses, entities, or buildings that you want to run the report on, complete the following steps:
   1. Select the Organisation tab.
   2. In the treeview, expand the tree, and select the building or entities checkboxes to include them in the report. If you want to run a report for the full company, select the top node.
   3. In the Search field, enter a building or entities name and select Search to find specific buildings or entities.
3. In the Report Treeview Filter section, to select the locations that you want to run the report on, complete the following steps:
   1. Select the Geographic tab.
   2. In the treeview, expand the tree, and select the location to include them in the report. If you want to run a report for the full company, select the top node.
   3. In the Search field, enter a location name and select Search to find the location.

Exporting a report

After navigating through Instant Reports steps and Diligent ESG displays the desired report, at the top of the report you can export the report to multiple formats.

1. After Diligent ESG displays the instant report, select the Export dropdown menu icon .

2. Select one of the following export options:

   • CSV (comma delimited)
   • PDF
   • MHTML (web archive)
   • Excel
   • TIFF file
   • Word

   After you select a file format, Diligent ESG saves the exported file to your computer.

3. (Optional) Select the Refresh iconto update the report any additional information that has been added since the report was first run. This brings you back to the first page of the report.

Creating a report template

You can select a report, buildings, filters, and date range, and save these settings in a new report template. You can select the saved template and run a report based on the previously saved filters and settings. You can also edit, delete, and make them private or public so other users can also use the report template.

1. Select Reports and select Instant Reports.
2. In the Report Treeview Filter section, select the locations, businesses, entities, or buildings that you want to run the report on. For further information about selecting buildings and assets, go to Including or excluding buildings in a report.
3. In the Report Settings section, select the report type, date, and any other report settings. For further information, go to Creating an instant report.
4. In the Report Data Filters section, expand a section, such as Scope or Data Streams, and select or clear the checkboxes to further filter the information.
5. Select Save Template and select Save as.
6. In the Save Template window, in the Title field, enter a name for the template.
7. (Optional) In the Description field, enter a description of the settings and filters applied to the template.
8. In the Privacy section, select Public or Private.
9. Select Save.

Creating a CDP instant report

For clients who are submitting to Carbon Disclosure Project (CDP), there are CDP Instant Reports which will be made available within their account through the Instant Reports screen of the system.

CDP reports available include those for CDP sections C7.5 Emissions Methodology, C7.6, 7.7, 7.8 Emissions Data, C7.12 Biogenic Emissions Data, C7.15, 16, 17, 20 Emissions Breakdown, and C7.30 Energy.

To create a CDP report, you can use the Reports section to create a CDP instant report that provides quantitative data, and you can use the Author section to create a CDP corporate report that provides qualitative data. For more information about creating a CDP corporate report, go to Authoring a CDP report.

1. Select Reports and select Instant Reports.

2. In the Report Treeview Filter section, select the locations, businesses, entities, or buildings that you want to run the report on. For further information about selecting buildings and assets, go to Including or excluding buildings in a report.

3. In the Select a report type dropdown, select Carbon Disclosure Project.

4. In the Select a CDP report Year dropdown, select the year.

5. In the Select report template dropdown, select a previously created and saved report template. For further information about report templates, go to Creating a report template.

6. In the Report Units dropdown, select the units that you want to use in the report.

7. (Optional) In the Select report template dropdown, select a previously saved report template. For further information about report templates, go to Creating a report template.

8. In the Select date field, enter a date range for the report.

9. In the Report Data Filters section, expand a section, such as Scope or Data Streams, and select or clear the checkboxes to further filter the information in the report. These filters change depending on the report type you select, for example it shows energy specific filters if you have chosen an energy report.

10. Select Run Report and select one of the following options:

    • Display Report

    • Notify Me When Ready

Creating a CSRD report

To create a CSRD report, you can use the Reports section to create a CSRD instant report that provides quantitative data, and you can use the Author section to create a CSRD corporate report that provides qualitative data. For more information about creating a CSRD corporate report, go to Authoring a CSRD report.

Creating a CSRD instant report

1. Select Reports from your toolbar and select Instant Reports.
2. In the Select a report type dropdown, select Corporate Sustainability Reporting Directive (CSRD).
3. In the Select a CSRD report year dropdown, select your reporting year such as CSRD 2024.
4. In the Select a report dropdown, select the report disclosure requirement that you want metric data for.
5. (Optional) In the Select report template dropdown, select a previously created and saved report template.

   For further information about report templates, go to Creating a report template.

6. In the Select date fields,enter a date range for the report.
7. Go to the Report Data Filters section and select an option, such as Scope or Data Streams, to view the filters.
8. The option expands and select or clear the checkboxes to apply data filters to your report.
9. Select Run Report and select one of the following options:

   • Display Report: Creates the report instantly within the same page. In the new window, you can export the report.

     For further information, go to Exporting a report.

   • Notify Me When Ready: Creates the report in the background.

     If you select this, you will be sent an email when the report is ready.

     We recommend that you use this for more large-scale reports.

     Note

     These reports expire after 24 hours.

10. Select Display Report or Notify Me When Ready.
11. (Optional) Select Show My Reports to view reports created using the Notify Me When Readyoption.

Updating baseline year for reports

You can update your baseline emissions year so that your reports reflect this.

1. Select the Settings icon and select Manage Settings.

2. Select Application Settings.

3. In the Financial Year section, select Edit.

4. In the Base Year dropdown, select a baseline year and select Save.

Applying an intensity metric to data in reports

In order to apply an intensity metric to your data, whether this is your GHG Emissions data or your Energy data, we would recommend that you run a Trend report. See examples of trend reports below:

GHG Emissions Trend Report

Energy Use Trend Report

Within each of these trend reports, use the Value field to select whether you would like your values to be Absolute or Normalised.

If you select Normalised, two further fields appear, Metric and Metric Units. Identify the intensity metric that you want to apply to the report as well as it's associated units.

Creating a Data Entry Status report

Use the Data Entry Status report to track and monitor data entry tasks by activity over time. The report shows which activitiesor meters that are Missing data, Up To Date, Pending, Overdue or Waiting. You can also export the Data Completeness screen table in an Excel or CSV format.

1. Select Reports and select Instant Reports.

2. In the Select a report type field, select Usage and Cost, and in the Select a report field, select Data Entry Status.

3. In the Report Treeview Filter section, select the locations, businesses, entities, or buildings that you want to run the report on. For further information about selecting buildings and assets, go to Including or excluding buildings in a report.

4. In the Select date field, enter the time period that you want for the report.

5. In the Report Data Filters section, expand a section, such as Scope or Data Streams, and select or clear the checkboxes to further filter the information in the report.

6. Select Run Report and the required report is generated. You can also export this report. For further information, go to Exporting a report.

Creating an Energy Production Trend report

Users can create an Energy Production Trend Report to view the data from energy generation activities. Energy generation activities are not calculating emissions, and so only energy production data will show up in the Energy Production Trend Report.

1. Select Reports and select Instant Reports.

2. In the Select a report type field, select Energy Production, and in the Select a report field, select Energy Production Trend Report.

3. In the Report Treeview Filter section, select the locations, businesses, entities, or buildings that you want to run the report on. For further information about selecting buildings and assets, go to Including or excluding buildings in a report.

4. In the Period Type field, enter the time period that you want for the report.

5. In the Group By and Group By 2 dropdowns, select how you want to group the data, such as Region or Activity.

6. In the Values field, select Absolute or Normalised. If you select Normalised, in the Metric field, select the metric that you want to apply to the report.

7. In the Energy Units dropdown, select the units that you want to use in the report, and in the Show change indicator field, select whether you want the system to highlight outliers.

8. (Optional) In the Select report template dropdown, select a previously save report template. For further information about report templates, go to Creating a report template.

9. In the Select date field, enter the time period that you want for the report.

10. In the Report Data Filters section, expand a section, such as Scope or Data Streams, and select or clear the checkboxes to further filter the information in the report.

11. Select Run Report and the required report is generated. You can also export this report. For further information, go to Exporting a report.

Scheduled reports

Administrators can use the Scheduled Reports screen to create reports to be sent to users and non-Diligent users automatically on a daily, weekly, monthly or yearly basis. Administrators can choose the type of report to schedule, filters to define the content and scheduling period. Administrators can create, change, view or delete a scheduled report from the Scheduled Reports screen.

Scheduling a report will allow users to:

• Get the latest report data without having to run the report or login to the Diligent ESG system.
• Send reports to non-Diligent ESG users, personnel that do not have access to Diligent ESG, for example a monthly cost and quantity report for the Finance Department.
• Choose the report type, content, and the frequency of the scheduled reports.
• Email report results in PDF, Word, Excel or CSV format.

Creating a scheduled report

Administrators can use the Scheduled Reports screen to create reports to be sent to users and non-Diligent users automatically on a daily, weekly, monthly or yearly basis. The users do not need to login to run the report, the report will be automatically emailed once a schedule is set up.

1. Select Reports and select Scheduled Reports.

2. Select New Schedule to begin scheduling a report.

3. In the Report Setup section, enter a name for the scheduled report, and in the Data filters configuration dropdown, select the type of report to schedule from the available template reports.

   Note

   You can only select a scheduled report from existing saved reports templates. If you have not created a report template, you must first navigate back to the Instant Reports screen and create and save a reporting template to use. For further information about creating report templates, go to Creating a report template.

4. In the Email Recipients section, in the Emails field, enter the user or non-Diligent user email addresses that they want to receive the schedule report. To add additional email addresses, select the green plus icon + and to delete an email address select the red X icon X.

5. In the Report Inclusive Data section, select whether you want the scheduled report that is generated to be based on the Financial Year or Calendar year, and in the Include Preceding fields, select how much preceding data is included in the email report. For example, if you want the system to email a report with the last quarter of data, select one and Quarters, or for the last 6 months of data, select six and Months in these fields.

6. In the Range of recurrence section, in the Commencement Date field, select the date from which Diligent ESG system will send the chosen report. The user also needs to choose if this will be a single occurrence or reoccurring scheduled report.

   Note

   The start and end date saved in the template report will not apply to the schedule.

7. In the Recurrence Pattern section, select the frequency of the emailed report. For example, users can receive it daily, weekly, monthly, every day, every week day, or every certain number of days.

8. In the Report Options Settings section, select the file format type for the report.

9. Select Save. The first report is scheduled and the system will automatically generate the report and email to the users and none users on the email list.

Report types

Change Log report: This report provides a history of the changes to activity, building, and user data.

Greenhouse Gas Emissions reports: The reports below show total GHG emissions in a user-friendly interface with tables and charts. The emissions are analyzed by scope, by source category and by input type. The reports, as their names suggest, aggregate the data by year, quarter, and month.

• GHG Protocol – Emissions by Location - This popular format report displays a list of all facilities covered by the software by emissions activity source, with the Carbon Footprint in CO2e per facility – totaled at the bottom of the report.
• GHG Protocol – Emissions by Scope - This popular format report displays a list of all facilities covered by the software by emissions activity scope, with the Carbon Footprint in CO2e per applicable scope – totaled at the bottom of the report.
• GHG Protocol – Emissions Inventory - This report provides an inventory of the organizations GHG emissions divided out into the different GHG protocol scopes.
• GHG Protocol – Audit and Verification - This report allows user to audit their data using the GHG Protocol Terminology and reporting template.
• ISO 14064-1 – Emissions by Location - This popular format report displays a list of all facilities covered by the software by emissions activity source, with the Carbon Footprint in CO2e per facility – totalled at the bottom of the report.
• ISO 14064-1 – Emissions by Scope - This popular format report displays a list of all facilities covered by the software by emissions activity scope, with the Carbon Footprint in CO2e per applicable scope – totaled at the bottom of the report.
• GHG Emissions Trend

  Note

  You can extract intensity values by running a GHG Emissions Trend report and in the Values field, selecting Normalised. You need to have uploaded intensity metric data within the Key Performance Metrics section for this report to be accurate.

• GHG Performance Report By Year
• GHG Performance Report By Quarter
• GHG Performance Report By Month
• GHG Performance Report All Periods - initially shows by year and then allows the user to drill down into quarter and then month.
• GHG Performance Report All Periods, No Charts
• GHG Performance Report by Organization
• Drilldown Report - Emissions By Site
• Drilldown Report - Emissions By Organisation
• GHG Emissions By Scope, Site and Meter
• GHG Data Grouping Report
• GHG Data Grouping Report-Rows

Energy Use reports: The reports below show total energy consumption related to Scope 1, 2, and Business Travel in a user-friendly interface with tables and charts.

• Energy Use Inventory
• Drilldown Report - Energy Use By Organization
• Drilldown Report - Energy Use By Site
• Building Energy Use, By Month
• Meter Half Hour Data Download
• Meter Report
• Energy Use Trend
• Energy Performance Leaderboard
• Energy Use Data Grouping

Energy Production reports:

• Energy Production Trend Report
• Energy Production Data Grouping

Energy Use Outside of the Organisation reports:

• Energy Use Outside of the Organisation Trend Report
• Energy Use Outside Organisation Data Grouping

EED (Energy Efficiency Directive: Article 8) reports:

• EED Energy Use By Activity
• EED Energy Use Audit Status
• EED Directors Report
• EED Drilldown Report – Energy Use By Organisation
• EED Drilldown Report – Energy Use By Site
• EED Energy Use by Inventory
• EED Energy Use by Trend

ESOS (Energy Savings Opportunity Scheme) reports: These reports below show the data and information needed for ESOS assessments which are audits of the energy used by your buildings. ESOS is a mandatory energy assessment scheme for organizations in the UK that meet the qualification criteria. Organizations that qualify for ESOS must carry out ESOS assessments every 4 years.

• ESOS Drilldown Report – Energy Data by Organization
• ESOS Drilldown Report – Energy Data by Site
• ESOS Energy Use by Inventory
• ESOS Directors Report
• ESOS Energy Use by Trend

Usage and Cost reports:

• Quantity Data Download
• Quantity and Cost Summary Report by Year
• Quantity and Cost Summary Report by Quarter
• Quantity and Cost Summary Report by Month
• Drilldown Report - Quantity Data by Organization
• Drilldown Report - Quantity Data by Site
• Quantity Data By Site and Activity
• Data Entry Status
• Quantity Data Trend
• Quantity Extrapolations
• Quantity Data Grouping Report

Corporate Social Responsibility reports:

• CSR Summary Report by Year
• CSR Summary Report by Quarter
• CSR Summary Report by Month
• CSR Trend

Water Management reports:

• Water Use Trend
• Drilldown Report - Water Quantity Data By Site
• Drilldown Report - Water Quantity Data By Organisation
• Quantity Data Download - Water

Waste Management reports:

• Waste Trend
• Waste Contractor Data Download

Waste Fractions Management reports:

• Waste Fraction Trend Report
• Waste Fractions Data Grouping Report

Metric Data reports:

• Metric Data Trend Report
• Metric Data Download Report

Data Management reports:

• Data Gap Analysis Report - This report shows where gaps in the data entry exist by facility for each activity.
• Facilities and Buildings Report
• Activity Users
• Activity Data Completeness Settings - List of activities for which data completeness settings that have been configured, as well as the settings details.

Environmental Management reports:

• VOCs Trend Report
• Materials Used Trend

Carbon Disclosure Project report: The Diligent ESG software is independently tested and verified and accredited by the Carbon Disclosure Project globally. The CDP report generates the required tables for the CDP quantities questionnaire questions on an annual basis. Depending on your industry reporting needs, you must request specific reports to be activated. Contact your account manager.

• C5 Emissions Methodology
• C6 Emissions Data
• C7 Emissions Breakdown
• C8 Energy

Sustainability reports: These reports are not active for all clients because you must request these custom-built sustainability reports. These reports are created according to the customer’s requirements. If you require a sustainability report, contact Support at support@accuvio.com.

GresB reports: The reports below generate the required information and data to allow GresB to validate and provide benchmark scores using the ESG data of your business.

• GresB Energy
• GresB Greenhouse Gas Emissions
• GresB Air Pollution
• GresB Water
• GresB Waste
• GresB Biodiversity & Habitat
• GresB Health & Safety
• GresB Employees
• GresB Customers
• GresB Certifications & Awards

Meter reports:

• Meter Half Hour Data Download Report - Reporting on half hourly meter data.
• Meter Report - this report provides all details on Meters within the system for example, meter number, meter type, serial number, quantity, site name, ID, industry sector, country name, address, parent organization etc.
• Drilldown Reports: Drill down reports can be expanded by clicking on the plus symbols displayed on screen. In fact, once the user exports the drill down report to excel, all of the groupings is maintained in that exported excel document.