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Everything you need to master the platform in five short sessions
Reporting periods, org structure and user roles
Emission Factor Library and mapping
AI, imports and data capture
Data quality and controller review
Tabulate: custom data tables
Reporting periods, org structure and user roles
A new reporting year starts with setup. Get it wrong and it can cost you later.
What you will learn
- How to define your reporting period under Years – Reporting Period
- How to adjust organizational units within your company structure
- How to manage user accounts and assign roles like Reporter, Controller, or Collaborator
- How to link organizational units to data measures and assign reporter responsibility
- How to generate active reporting registrations
Who it’s for
Anyone setting up or restructuring a reporting cycle, including sustainability leads, controllers, and admins configuring the platform for the first time or refreshing it for a new year.
Emission Factor Library and mapping
Accurate emissions data starts with accurate emission factors.
What you will learn
- How the Emission Factor Library is structured and updated
- How to create tailored emission factor lists and review them independently
- How to map factors to data fields via organizational units and measures
- How to update calculation factors within a live setup
Who it’s for
Anyone responsible for emissions data quality, reporters and controllers working directly with calculation factors.
AI, imports and data capture
Manual data entry doesn’t scale.
What you will learn
- How to use AutoReporting and the Emission Mapper
- Standard import and integration options, with a look at custom options
- How to deploy AI Analyst and AI Text Tuner in your reporting and analysis
- How AI-driven AutoReporting and AI Consolidation support ESRS and VSME structures
- How to use the Emission Mapper for Scope 3 category 1
- How to run bulk data uploads and sync external ERP systems like Fortnox or Microsoft Dynamics 365 via the open API
Who it’s for
Reporters and data owners handling large volumes of data, and teams looking to automate manual collection work.
Data quality and controller review
Catching an error before submission is a lot cheaper than catching it after.
What you will learn
- How to set data thresholds that flag statistical anomalies automatically
- How the four-eyes principle warns on self-confirmed measures
- How to use commentary and the notification center in the review process
- How to track completions with live Reporting Progress
- How the controller workspace supports review, notifications, and unlocking registrations
Who it’s for
Controllers and reviewers responsible for data validation, and anyone overseeing reporting progress across the organization.
Tabulate: custom data tables
Reported data is only useful if you can analyze it your way.
What you will learn
- How to create data tables and set access structure
- How to add, edit, and name columns and data sources
- How to add calculations, including the new calculation column feature
- How to save, copy, and download your tables
- How to connect data tables to other tools for your own integrations
Who it’s for
Anyone who needs to analyze or report on data beyond the standard views, including sustainability leads, analysts, and controllers.