This article walks Fund Managers through the essential navigation of the ESG platform, so you can find your data requests, reports, and settings quickly. It covers switching platforms, selecting the right reporting year, reading your progress report, using the left and right navigation panels, and getting the most out of Ask KEY, Data Validation, and Analytics.

Click your company's name in the top-left corner to open a dropdown menu. From here, you can switch between two views:

The rest of this article focuses on the fund manager platform

In the top-left panel, choose the correct reporting year before you begin. Data requests, progress reports, and analytics are all tied to the selected year, so always confirm you're working in the right period before entering or reviewing data.

In the left-hand panel, go to MONITOR > Portfolio Overview to see an interactive dashboard of data request completion across your portfolio: by company, entity, data point, and reporting period. This helps you quickly spot high-risk areas before deadlines are missed.

Note: Portfolio Overview is only available to Admin users, and is reporting year-dependent — always confirm the correct year is selected at the top of the platform.

From the dashboard, you can select one or more portfolio companies and send in-platform reminders directly to their primary contact, referencing the specific outstanding data points and entities. Click View Details on any company to drill down into progress by data point, entity, and periodicity.

For a full walkthrough of filters, reminders, and drill-down views, see Portfolio Overview for Fund Managers.

The left-hand panel is your main way to move around the platform:

Click the Profile icon in the top-right corner to:

Ask KEY is an in-app AI assistant that answers questions about your entire portfolio in plain language, no exports, no external tool, no setup required. Ask it which companies haven't submitted data, which targets are at risk, or for a breakdown of a metric across your portfolio, and it responds instantly using your live, verified platform data.

To use it: click Ask KEY in the menu, type your question (or pick a suggested prompt), and read the answer as it's generated. You'll get follow-up suggestions after each answer, and every conversation is saved so you can pick up where you left off.

Note: Ask KEY is available to organisations with AI Capabilities enabled. It can only read data; it cannot create, edit, or delete records. If you don't see it, contact your platform admin or support@keyesg.com.

For the full guide, including example prompts and data privacy details, see Ask KEY: Get portfolio-wide answers in seconds, not spreadsheets.

The Data Validation tab (under the Data section) shows the status of automated checks that flag anomalies in your data, such as unexpected year-on-year swings, or metrics that fall outside a defined threshold. Rules run continuously in the background, so you don't have to manually review every submission.

Each rule shows a status: Passing, Failing, Incomplete Data, Not Run, Mixed, or Suppressed. Expand any rule to see why it's passing or failing; fund managers can view results by portfolio company. Rules you set as a fund manager automatically flow down to your portfolio companies.

For failing GHG Scope 1, 2, or 3 year-on-year rules, you can also click Find Root Cause to get an AI-generated explanation of the variance (requires AI Capabilities to be turned on in company settings).

To set up your own rules, go to Setup > Validation Rules. For full setup steps and rule types, see Data Validation rules.

The Analytics section is where you analyse your data. From the left-hand menu, go to Reports or Analytics

For the full guides, see using reports or using dashboards

Reach out via the in-app chat or email support@keyesg.com — our team is happy to help.