Welcome to the new CO2 workflow

After creating a new report, you’ll notice we've introduced a streamlined four-step workflow:

1. Assigning Scopes

2. Assigning Activities

3. Collecting Data

4. Reviewing Data

All steps are optional and fully adjustable according to your company structure and specific operational needs. This workflow has been specifically designed around the three GHG emission scopes (Scope 1, Scope 2, and Scope 3) for clearer and simpler reporting.

Step 1: Assigning Scopes

Main Goal: To limit the visibility of scopes for your entities, making the process clearer and more manageable.

How it Works:

By default, all scopes (Scope 1, Scope 2, Scope 3) are enabled for all your entities.

You now have the option to individually toggle on or off each scope for each entity:

• Navigate to Reports → select your report → Assign scopes.

• Expand each scope category (e.g., "Stationary combustion – Scope 1.1").

• Toggle Yes or No for each entity to specify if they should report on this scope.

Turning off a scope ensures:

• Your subsidiaries (entities that receive data requests) will only see scopes enabled for them.

• Emission factors suggested will be specifically relevant to enabled scopes.

• The overall data entry process becomes simplified and streamlined, helping entities focus on relevant data points.

After assigning the scopes:

• Click Complete step to lock in your selections and proceed.

• You can always revisit and adjust scope assignments as needed.

Step 2 of the new CO₂ reporting workflow allows Module Managers to pre-define specific activities for their entities, ensuring a structured, consistent, and simplified data collection process.

Step 2: Assigning Activities

Main Goal: To clearly define the exact activities that your entities should report data on.

In this step, you’ll specify activities (e.g., electricity usage, heating, water consumption, waste generation) that your entities will report. You can use this to align reporting precisely with your company’s operations and internal terminology, rather than predefined database terms.

How It Works:

Similar to Step 1, activities are grouped by scope (Scope 1, Scope 2, Scope 3), clearly organizing the reporting structure.

There are two ways to add activities:

1. Global Excel Upload (recommended for bulk activity assignment):

   • Download the provided global Excel template.

   • Add activities and specify the entities associated with each activity.

   • Upload it directly in the tool. The system will automatically distribute activities into appropriate scopes and entities.

2. Manual Assignment (recommended for individual activities):

   • Click "Assign activity" → "Assign manually".

   • Follow these 4 quick steps:

Manual Assignment Steps:

Sub-step 1: Assign Activity

• Freely name your activity according to your company’s terminology (e.g., as used in accounting or internal reports).

• For Scope 2, choose between Market-based and/or Location-based emissions, or delegate this selection to the entity managers.
  (This ensures a GHG Protocol-compliant report with clearly split Scope 2 emissions.)
  

Sub-step 2: Select Emission Factors

• Match your named activity to appropriate emission factors from the database.

• The tool provides AI-based suggestions based on your activity name and selected sub-scope. Accept or dismiss suggestions as you prefer.

• You can select multiple emission factors per activity. Entities later choose the most applicable one when entering data.

Sub-step 3: Define Reporting Entities

• Specify which entities should report on this activity. Assign to all entities or just select specific ones based on relevance.

Sub-step 4: Review & Permissions

• Review all the assigned information carefully.

• Additionally, Module Managers can grant permissions to Entity Managers, enabling them to select or create emission factors for their assigned activities.

Step 3: Collecting Data

Main Goal: Provide a comprehensive overview of emissions data collection across your entire organisation.

In Step 3, you'll see a structured view of how your entities are progressing with data entry. This step delivers an organized breakdown by individual entities and the associated emissions, fully compliant with GHG Protocol requirements.

Key Features:

• Organisation-wide View: Easily track data collection progress by each entity, enabling quick identification of completed or pending submissions.

• Detailed Entity View: Drill down into each entity to review specific emissions data.

• Accuracy Scores: Each data point includes an accuracy score, calculated using Climatiq’s data quality metrics combined with company-specific information. This feature was highly requested by our customers to enhance data reliability and audit readiness.

• Data Summary Section: Provides a familiar top-down overview, summarising all data entered across your organisation.

• Activity Editing: Easily edit and correct activities or emission factors directly within this view, ensuring accuracy before final reporting.

Step 4: Reviewing Data

Main Goal: Final review and verification of collected data in clear, organised clusters.

Step 4 is your final checkpoint, offering a structured view of your organisation’s emissions data. This top-down perspective ensures you have complete oversight before generating official reports or certifications.

We hope you find our new CO₂ reporting workflow intuitive and effective in streamlining your sustainability reporting process. Should you encounter any challenges or have questions regarding the new workflow, please don't hesitate to reach out to our dedicated Customer Success team, we’re here to support you every step of the way.