Customisation in reports
Before downloading your reports, ensure that you have added your company logo to the platform to enable more customisation in your reports
When on the platform, navigate to your initials in the top right-hand corner and click on this
Click into 'user management'
Here you will see your general company settings and can also upload your company logo.
Company logos are displayed on PDF exports on a white background. Horizontal logos work best.
Step 1: Access Your Report
From the home screen, select Reports from the left-hand menu.
You will see three report tabs:
ESG Performance: Shows data collected in the "Collect Data" section.
Targets and Action Plans: Displays any targets and action plans created.
Raw activities: Shows your input data and can be filtered by data point, period, entities and data entry method. The report view can be saved in the same way as your ESG performance report.
For this guide, we'll focus on ESG Performance.
Step 2: Interact with Your Data
Once on the ESG Performance tab, your interactive report will appear with all the collected ESG metrics.
Some metrics, like GHG Scope 1 emissions, are categorised into drop-downs, such as stationary combustion. By clicking the drop-down, you can see specific data points, like natural gas or manufacturing fuels.
To drill down further, click on an underlined value (interactive data). This will take you to the data submission page, where you can explore monthly data for selected metrics.
Step 3: Customise Your View
You can slice and dice your data with the available views and filters:
Vs Prior Year: Compare emissions across different years, e.g., 2022 vs. 2023, showing the variance in percentage.
Entity View: View data by different locations, like offices in London or Amsterdam.
Monthly Breakdown: View data by month for a detailed analysis of a reporting year.
Quarterly Breakdown: This is particularly useful for investors or stakeholders needing quarterly data.
Step 4: Apply Filters
You can apply filters to focus on specific data:
Metrics: Select only the metrics you're interested in, such as environmental metrics.
Entities: Filter by specific offices or locations, such as London.
Extra filters for the Vs Prior Year comparison:
Variance Threshold (%)
Performance filter: Filter by improvements or regressions
Step 5: Save Your View
After applying your filters, save your view for quick access later.
Click Save View, give it a name (e.g., "London EDCI Quarterly Report"), and choose whether to share it with your organisation or keep it private.
Saved views can be accessed via the drop-down menu under Select Saved View.
Step 6: Export Your Report
Click Export to download your report in different formats:
Current Report View as an Excel file.
All Data for 2023 as an Excel file.
All-Time Data as an Excel file.
Carbon Auditable Report as an Excel file for external reviews. Alongside the existing Periodicity (Yearly, Quarterly, Monthly) and Year columns, the export includes Month and Quarter columns, so you can read or filter sub-annual figures directly instead of deriving them: the Month column shows the month name for monthly-periodicity rows (blank for quarterly and yearly rows), and the Quarter column shows Q1–Q4 for both monthly and quarterly rows (blank for yearly rows). Because Month and Quarter are separate columns, you can filter on either, for example, filtering Quarter to Q1 returns January, February and March rows alongside any rows collected quarterly for Q1, giving you a clean quarterly figure across mixed collection granularities.
Export all notes as PDF
Conclusion: Now that you know how to navigate the report section, you can easily view, customise, and export your ESG data. If you need any assistance or have questions, feel free to reach out to our support team through in-platform chat or via email at support@keyesg.com.