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Status Future consideration
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on May 15, 2024

RELATED IDEAS

An Envizi Report that Extracts all Account fields, settings, attributes and tags to streamline account maintenance

Im looking at improving the current workflow GPT does around maintaining Envizi accounts. Currently this involves downloading multiple Envizi reports and stitching them back together to get a full view of all account settings. The account fields/attributes/tags that are currently extracted are below and it is a janky method for doing simple regular account maintenance.
Account Link
Account Number
Location
Data Type
Account Style
Opened On
Replaced On
Status
Reference
Supplier
Reader
SubCategory 1
SubCategory 2
Data Guidance
Consolidation
Effective From
Effective To
GRESB
Effective From
Effective To
NGERs Reporting
Effective From
Effective To
Use of Building
Effective From
Effective To
Use of Water
Effective From
Effective To

1. Example Acco...
Extract_for_Acc...
List of Account...
Notes_Extract.csv
SubCategory_Rep...
1. Example Account Data Guidance.xlsx
 1. Example Account Data Guidance.xlsx
Open full size
Extract_for_Accounts.csv
 Extract_for_Accounts.csv
Open full size
List of Accounts.csv
 List of Accounts.csv
Open full size
Notes_Extract.csv
 Notes_Extract.csv
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SubCategory_Report.csv
 SubCategory_Report.csv
Open full size
1. Example Account Data Guidance.xlsx Extract_for_Accounts.csv List of Accounts.csv Notes_Extract.csv SubCategory_Report.csv
Idea priority Medium
Needed By Quarter
  • Post comment
  • Admin
    Eugene Yu
    Reply
    |     Aug 12, 2024

    Thanks for raising the request of a consolidated accounts report.

    This will be reviewed and considered for future enhancements.

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