Reporting

Whether used for regulatory submissions, board presentations, or stakeholder communication, this module streamlines the entire reporting process — from configuration and generation to quality control and distribution.

Image: Reporting dashboard displaying manual and AI-powered report generation options, with metadata fields for scope, framework, facility, and automated audit-ready report creation.

1. Overview

The Reporting Dashboard serves as the central workspace for creating, managing, and exporting sustainability and greenhouse gas (GHG) reports.
It offers two flexible generation modes:

• Generate Report (Manual):
  Enables users to manually configure all reporting parameters for complete control over structure, scope, and included data.

• Generate with AI:
  Uses CarbonX’s Agentic Report Builder — an AI-powered automation engine that applies pre-configured templates, standard-compliant formatting, and data validation rules to produce reports automatically.

These two methods allow teams to balance customization with efficiency, depending on reporting complexity or organizational preferences.

Key Benefits:

• Streamlined, end-to-end report generation process.

• Built-in compliance with recognized global frameworks.

• Consistent document structure suitable for audits and investor disclosure.

• Option to automate repetitive reporting tasks with AI assistance.

2. Creating a Report

The report creation process follows a guided workflow that ensures accuracy and consistency across all generated outputs.

Steps to Create a Report:

1. Click Generate Report or Generate with AI from the Reporting dashboard.

2. Complete the setup panel, providing the following details:

   • Report Name: Assign a unique, descriptive title (e.g., “Board Sustainability Report 2025”).

   • Report Type: Select from predefined options such as Audit-Ready Report, Emission Summary Report, or GHG Calculation Sheet.

   • Report Language: Choose your preferred output language (default: English [EN]).

   • Facilities: Include one or more facilities to be covered in the report.

   • Date Range: Define the reporting period (e.g., FY 2024 or Jan–Dec 2025).

   • Framework: Choose the analytical methodology — GHG-Based, ISO-Based, or Source-Based.

   • Scopes: Select which scopes (1, 2, and/or 3) to include in the calculations.

   • Report Description: Add contextual notes, narrative summaries, or commentary.

   • Email Distribution (Optional): Enable “Share this report via email” to automatically send the finalized document to predefined recipients.

Once all parameters are filled, the system validates data completeness and generates the report.
AI-assisted creation automatically suggests relevant metadata (like scope and framework) based on the organization’s most recent reporting activity.

3. Report Types

The Reporting module supports multiple standardized report templates, each serving a distinct operational or compliance function:

A. Audit-Ready Report

• Designed for external validation, assurance, and compliance submission.

• Includes all calculated emissions, facility data, scope breakdowns, and applied emission factors.

• Follows standardized formatting compliant with GHG Protocol and ISO 14064 requirements.

• Integrates an internal “data reliability summary” and “quality assurance statement” section.

B. Emission Summary Report

• Focused on aggregated organizational-level data for internal management, board updates, or stakeholder reporting.

• Highlights key totals across scopes and facilities.

• Ideal for quarterly or annual performance updates.

C. GHG Calculation Sheet

• Displays the complete calculation logic, including activity data, applied emission factors, and resulting CO₂e values.

• Suitable for transparency reviews and third-party verifications.

• Provides reference links to the original EF databases (e.g., Defra 2024, EPA 2022, Ecoinvent).

Each report type is generated with structured headers, tables, and formatting suitable for professional or regulatory presentation.

4. Report Management

Once generated, all reports are automatically saved under the Report List for ongoing management, access, and audit traceability.

Displayed Metadata:

• Report Name

• Language

• Standard/Framework

• Scope Coverage (1, 2, 3)

• Facility or Group Name

• Date Range / Reporting Period

• Status

Statuses include:

• Draft: The report setup has been saved but not yet generated.

• Processing: The system is compiling data or AI is generating the final document.

• Ready to Download: The report is finalized and available for export.

Actions Menu (⋯):

• Download as PDF: Exports the finalized report in a professional, print-ready format.

• View Report History: Shows version control and prior modifications.

• Edit Configuration: Allows users to modify input parameters and regenerate the report.

• Delete: Removes outdated or test reports from the system archive.

Each generated report remains accessible for reference, ensuring full traceability and historical record retention.

5. Templates and AI Assistance

The AI-powered Report Builder is a defining feature of the Reporting module, significantly accelerating and standardizing the creation of compliant sustainability documentation.

Capabilities of the AI Generator:

• Smart Metadata Completion: Automatically fills fields such as report name, type, date range, and frameworks based on organizational data patterns.

• Automated Formatting: Applies pre-validated templates compatible with GHG and ISO reporting structures.

• Narrative Drafting: Optionally generates an executive summary, methodology notes, and results overview based on the organization’s emissions dataset.

• Audit-Ready Structuring: Ensures inclusion of all required elements (e.g., emission factor sources, scope coverage, calculation tables).

• Quality Validation: Performs internal consistency checks (scope completeness, data source integrity, emission factor citation accuracy).

Users can choose to:

• Start from a pre-configured template for standard corporate or compliance reports, or

• Customize manual configurations for specialized formats (e.g., ESG annex, internal review report).

Outcome:
Every AI-generated report maintains format integrity, data accuracy, and methodological transparency while drastically reducing the time required to prepare disclosures.

6. Use Case and Strategic Applications

The Reporting module acts as the final link in the emissions management chain, turning validated data into decision-grade, distributable reports.
It supports both regulatory compliance and corporate governance, providing evidence-based outputs for stakeholders, auditors, and leadership teams.

Key Use Cases:

• Audit Preparation: Generate standardized, externally verifiable reports for third-party assurance.

• Board-Level Reporting: Create executive-ready summaries and visual dashboards for annual sustainability briefings.

• ESG and Compliance Filings: Support reporting under CDP, CBAM, or ISO verification frameworks.

• Operational Benchmarking: Deliver periodic emissions summaries to department heads or facility managers.

• Automated Workflow Integration: Use AI scheduling to pre-generate quarterly or annual reports based on predefined templates.

Example:
A compliance officer uses the AI-assisted mode to generate an Audit-Ready Report (FY2025), including Scope 1–3 emissions, data sources, and EF references. The system auto-formats the report according to ISO 14064, embeds a verification summary, and emails it to the external auditor within minutes.

7. Best Practices

• Use Audit-Ready Reports annually for third-party verification and certification processes.

• Maintain a consistent naming convention (e.g., “FY2025_Q1_Summary”) for easy tracking.

• Leverage AI generation for recurring reports and manual configuration for special audits.

• Regularly review Report History for version control and data traceability.

• Cross-check scope coverage before finalizing reports to ensure full emissions representation.