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Creating Your Carbon Report
The first steps for carrying out your report
The first steps for carrying out your report
Support team avatar
Written by Support team
Updated over a week ago

Steps for carrying out your report:

1) Identify internal stakeholders for data collection

2) Import accounting data

3) Fill in the building and company profile modules

4) Send the employee survey

5) Validate transactions


1. Create your account on the platform

The first step towards the completion of your GHG Assessment is to register on our platform.

To do so, click on the registration page and choose your login details.

2. Fill in your company information

Part of your carbon footprint is estimated through company information. Go to the "Data > Company Information" tab to complete the following information:

✏️ The general information of the organization (Name, industry, number of employees, turnover)

3. Fill in your building information

🏢 To share the data related to the buildings you occupy (type of building, surface, energy consumption, air conditioning data) to the "Data-Building" tab :

You can add as many buildings as you want by clicking on "Add building".

4. Engage your employees

📮 Information related to your employees (Home-work travel, telecommuting habits, eating habits) is collected through a survey that is sent from the "Data - Employee" module of the platform. ℹ️ Refer to this guide for instructions on how to send the survey.

5. Import your accounting data

As you know, your GHG Assessment is partly based on the analysis of your accounting data.

The second step therefore consists of importing your General Ledger onto the platform, in the "Data > Accounting Upload" module.

⚠️ The period covered by the Accounting Entry File must correspond to the year of the GHG Assessment.

Refer to this guide to understand what types of data are expected and how you can import them.

6. Categorize and validate your transactions

Once your transactions are available on your account, it is necessary to categorize the transactions not automatically categorized by the algorithm and to validate those that have been categorized.

Go to the "Data - Financial Overview" tab and select the correct period at the top of the page. The list of your transactions can be found below the charts.

ℹ️ This guide will show you how to perform this step

7. Add your reduction plans

You didn't wait for Greenly to start your environmental journey? 🌱 Congratulations!

Add the actions you have already implemented in the platform, in the "Data - Reduction Actions" tab.

⚠️ Note that this step is very important, and must be completed before the assessment. It allows our climate experts to deliver you specific reduction actions, related to your progress.

ℹ️ This article gives more information about the different features of the Action Plan

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