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Status Future consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Sep 27, 2023

RELATED IDEAS

Enhance the Records Cost Audit Report to be able to search by duration.

The Records Cost Audit report is based on the record's end date.  As you know, footprints are almost exclusively for calendar year periods. However, this report as currently built will not provide all the records that are necessary to review the 2022 footprint.  I wish to see all records which contributed towards the selected calendar year footprint.  

This functionality does exist as, for example, the annual/monthly data summary report does include only the consumption/emissions for the selected time period. Is it possible to enhance the Records Cost Audit report or create a new report (maybe a Records Data Summary Report) so that it will include all records with start/end dates across the selected time period? Instead of simply searching for records with end dates during the selected duration. First, it needs to include any records with start dates in the selected duration (for example starting in 2022). Second, while less likely, it needs to include any records with start dates prior to the selected duration but ending after the selected duration (for example starting in 2021 but ending in 2023).

I hope this makes sense. This type of report would be very useful.

CaptureRecordsC...
CaptureRecordsCostAudit.PNG
Open full size
CaptureRecordsCostAudit.PNG
Idea priority Low
Needed By Yesterday (Let's go already!)
  • Post comment
  • Guest
    Reply
    |     Oct 18, 2024

    I second this idea.  In general, when extracting a report of non-calendarized data, I would want to see all records that have any relevance to the selected time period.  Not having this information creates problems with validating data and pinpointing the cause of outliers.

  • Admin
    Eugene Yu
    Reply
    |     Dec 8, 2023

    Hi Troy,


    Thanks for raising the idea via IBM's Aha portal.


    Search on records are conducted in a different way from search on 'monthly' normalised data. We understand the requirement here and will review this in our future road map deliveries. Meanwhile you can try use report 'Account Style Data Extract' to retrieve record level data. This report allows a search criteria of 'Start Period' and 'End Period', which may meet your specific use case here.


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