Custom Report Builder
The Custom Report Builder lets you assemble bespoke reports from any combination of emission metrics, targets, offsets and ESG indicators — no coding required.
Opening the builder
Go to Reporting → Custom Reports → New Report.
Step 1 — Report settings
| Field | Description |
|---|---|
| Name | Report display name (internal) |
| Description | Optional context for other team members |
| Default period | Pre-selected period when the report is opened |
| Visibility | Private (you only) / Team / Organisation |
Step 2 — Choose sections
A report is composed of one or more sections. Each section holds a block of content:
| Section type | Description |
|---|---|
| Summary table | Rows of metrics with period comparison columns |
| Chart | Bar, line, donut or stacked bar |
| Data table | Detailed emission entries or grouped rollup |
| Text block | Free-text narrative with optional data placeholders |
| Target progress | Visual gauge or progress bar for a target |
| Offset summary | Credits purchased/retired in period |
Add as many sections as needed. Drag to reorder.
Step 3 — Configure each section
Summary table
Select the metrics (rows) from a searchable list:
- Scope 1, 2, 3 total (tCO₂e)
- Individual category/subcategory totals
- Emission intensity ratios
- Specific factor sources
- Energy consumption (kWh, GJ)
- Credits purchased / retired
- Target base year and reduction %
Choose columns:
- Current period
- Previous period
- % change
- Target / Budget
- Variance
Chart
- Metric: select one or more data series
- Chart type: Bar / Line / Stacked Bar / Donut
- Group by: Month / Quarter / Site / Category / Scope
- Color scheme: Standard / Accessible / Brand
Data table
- Source: Emission Entries / Retirements / Certificates
- Columns: any entry fields (category, subcategory, quantity, tCO₂e, location, date, etc.)
- Filters: standard filter set (scope, category, site, state)
- Sort and Group by
- Row limit: 50 / 200 / 1000 / All
Text block
Write markdown-formatted narrative. Use {{metric_name}} placeholders to insert live data values. Available placeholders are listed in the sidebar.
Step 4 — Preview
Click Preview to see the report rendered with real data for the default period.
Use the Period selector in the preview to check how the report looks for different periods.
Step 5 — Save and share
Click Save Report. The report is added to Reporting → Custom Reports.
To share with your team:
- Set Visibility to Team or Organisation
- Or copy the report link from Actions → Copy Link
Exporting a custom report
Open any custom report and click Export:
| Format | Contents |
|---|---|
| Fully formatted report with charts and narrative | |
| Excel | All data tables on separate sheets, charts as images |
| CSV | Raw data tables (one per section) — no charts or narrative |
| JSON | Structured data for programmatic consumption |
Auto-refresh
Custom reports reflect live data every time they are opened. There is no manual refresh needed — the report recalculates from the entry database each time.