This article provides detailed guidance on effectively using various reports and dashboards of IBM Envizi to gain deeper insights and to make informed decisions for optimal emissions management while progressing on your decarbonization journey. Importantly, the reports and dashboards discussed in this tutorial are versatile and can be applied across different domains, irrespective of your specific data requirements.

Additionally, the article features a Power Report section, outlining the process of creating custom reports for users with the Power Report Edit work role.

For more information about IBM Envizi or to try it out yourself, start your 14-day IBM Envizi ESG Suite trial. You can also request a personalized IBM Envizi demo.

The IBM Envizi platform offers four distinct types of reports, each serving a unique purpose. Let's explore them in detail:

• Dashboards: Dynamic and graphical representations that facilitate visualization and reporting. These are essential tools accessible at various organizational levels.

• Power Reports: Enhanced by Microsoft PowerBI, these reports provide visual dashboards supporting reporting and analysis. This article covers their availability, access, and customization.

• Extract Reports: Envizi allows you to extract specific reports based on selection criteria, offering flexibility in delivery methods, data selection, and scheduling.

• Envizi API: The Envizi API facilitates data export, allowing you to access and retrieve data directly through third-party software. The tutorial explains its technical aspects and how to leverage APIs for external systems.

Dashboards

Dashboards in Envizi serve as dynamic pages that enable the visualization and reporting of data in a graphical format. These dashboards are accessible at various levels, including Organizational, Group, Location, Account, and Meter, typically found on a Summary page.

Here is the performance dashboard for the entire organization.

Several controls are available in the dashboard:

• Compare With: Compares the current period with other periods.
• View As: Specifies the unit of measure for the data in the dashboard.
• Time Slider: Indicates the current period chosen for display.
• Filter Funnel : Activates filtering options for Groups, Measures, Regions, and Locations.

Envizi offers a range of important dashboards, organized into categories such as Performance, Benchmarks, Solar, and Meter Alerts. Here is a list of available dashboards for additional information:

Accessing dashboards

To access dashboards, navigate to the Monitor menu in the top navigation. The menu is organized into sections such as PERFORMANCE, BENCHMARKS, and METER ALERTS, each containing sub-menus with the available dashboards.

Dashboards are accessible at different levels within Envizi:

• Organization Level: Various dashboards accessible at the organization level are shown. The menu items highlighted in a dotted light blue line in the first section of each menu serve as direct links to the dashboards.

  

• Group Level: Various dashboards accessible at the group level are shown.

  

• Location Level: Various dashboards accessible at the location level are shown.

  

• Account Level: Various dashboards accessible at the account level are shown.

  

The Organization Summary dashboard is shown, featuring key information:

• Last Updated On Indicates the time of the data refresh from the Envizi Data platform.
• The top left section displays the number of locations, accounts, and meters in this organization.
• The Emissions and Total Cost section highlights Emissions and Total Cost along with Actual/Accrued/Estimated percentages.
• The Summary Graph illustrates month-wise emissions data for the last 12 months.
• The Data Type Summary table presents Emissions and Cost details for each data type.

Power Reports

Envizi Power Report is enhanced by Microsoft PowerBI, delivering a suite of visually compelling dashboards to support reporting capabilities.

A selection of important Power Reports is listed for more information, covering sustainability, configurable content, and various programs.

Accessing Power Reports

You can access Power Reports through the Reports menu or the Global Search function.

• Reports menu

  1. Navigate to Reports > PowerReports. A list of Power Reports is displayed.

     

     

  2. Click on any report of interest, and the report is displayed.

     

• Global Search function

  1. Search for the report using Global Search.

     

  2. Select the appropriate report from the search results.

     

Power Reports in detail

Let's delve into the specifics of the 'Scope 3 Emissions Report'.

1. Open the report through the Reports search.

   

   

2. Explore the report home page. Click on > to navigate to the next page.

   

3. Select Category 1 - Purchased... and then click on Select a category to enable drill through button.

   

4. The Category Analysis is displayed. Click on > to proceed to the next page.

   

5. The Contributor Dashboard is displayed. Select Cairns Pty Ltd to drill through the Contributor Analysis.

   

6. Explore the Contributor Analysis. Click on the > to move to the next page.

   

7. The Data Gaps and Opportunities Analysis is displayed. Hover over the circle to view details in the tooltip.

   

   

8. Navigate to the discussed screens using the provided links.

   

Editing Power Reports

Power Reports can be edited, saved, and either kept private or shared with other Envizi users within your organization. Users having PowerReport Edit work role can edit a power Report.

1. Open the Power report and click Save a Copy button.

   

2. Enter the name and click on the Save button.

   

3. The report is created and saved. Click View Report.

   

4. Once the report is open for view, click Edit.

   

5. Make the necessary changes and save the report.

   

Power Report data sets

Power Report data sets serve as the foundational data source for Power Reports in IBM Envizi. These data sets allow you to view, edit, save, and share Power Reports with others within the organization. If you want to create custom reports or modify existing ones, you must use these data sets.

Envizi provides three key data sets: Monthly, Survey, and Daily data sets.

Extract reports

IBM Envizi reports allows you to define a range of selection criteria for viewing data on-screen, downloading, and sending reports via email.

Extracting reports offers the following options:

• Select from various delivery methods (screen, email).
• Choose groups, locations, regions, utilities, report time period/end date.
• Opt for Create Report and E-mail it now in CSV, PDF, XLSX format.
• Opt for Schedule Report and E-mail it later, which includes options for daily, weekly, etc. schedules.

Here are key Extract Reports:

To extract the report, complete the following steps:

1. Enter the report name in the Global Search. Example: Monthly Data Summary. The report is displayed in the search results.

   

   

2. Click on the report. The report home page is shown. Select Display Report On Screen and click Submit.

   

3. Click on the next-page button at the top to go to the next page. The second page is displayed.

   

   

4. Click on DOWNLOAD AS CSV to download the report in CSV format.

   

Envizi API

The Envizi API allows you to export data from the Envizi platform and to access and retrieve information seamlessly through compatible third-party software such as Microsoft Excel, Tableau, or Power BI. This secure process allows you to create and use custom dashboards and reports without logging into Envizi's main user interface.

Built on top of Envizi's existing reporting framework, the Envizi API exposes a curated list of reports as APIs following a certification and validation process. This API uses RESTful architecture, delivers data in JSON format, allowing you to get information in a pre-defined tabular report format for further Business Intelligence (BI) analysis and modification within your chosen client tools.

Key functionalities of using the APIs include retrieving report names, report parameters, and report data.

For a detailed guide on using Envizi API, refer to the Use APIs to expose Envizi data to external systems article.

Summary and next steps

You now have a comprehensive understanding of the diverse reports and dashboards within the IBM Envizi ESG suite to make informed decisions, optimizing emissions management, and paving the way for the next steps in your decarbonization journey.

For more information about IBM Envizi or to try it out yourself, start your 14-day IBM Envizi ESG Suite trial. You can also request a personalized IBM Envizi demo.