Business Units
Business Units allow you to organize your locations and sources into logical groupings that reflect your organizational structure. For example, you might create business units for different divisions, departments, or regional offices.
This feature is particularly useful for large organizations that need to:
Report emissions by division or department
Compare performance across different parts of the organization
Align emissions tracking with existing organizational hierarchies
Enable departmental accountability for emissions reduction
Note: to avoid duplicate reporting, sources can only be related to one business unit. If you wish to create reports without this limitation use collections.
Creating a Business Unit
To get started with Business Units follow these steps:
Navigate to your “Reporting” page
Select the Business Units tab
Select Create New
Enter the name for your Business Unit
Add sources to your Business Unit
You can filter the list of sources by Location
You can only add a source to one business unit
Once you have all the sources within your Business Unit selected click Save
Managing Business Units
To view and manage your Business Unit follow these steps:
Navigate to your “Reporting” page
Select the Business Units tab
Select the Business Unit you want to edit
Within the Business Unit details there are several actions you can take
Editing the Business Units Select the “edit” button , you can modify the business units name, and included sources.
Removing Sources from a Business Unit Select the “-” button within the source list to remove it from the business units (note that this doesn’t remove the source from the system, just from this business unit).
Deleting a Business Unit To delete a collection select the “edit” button. At the bottom of the edit drawer you will see a delete button.
Business Unit Reporting
To view data associated to a business unit within a report follow these steps:
Select the Reporting tab and go to the report builder
Select the “Business Unit” report type
Select which Business Units you would like to display in the report
Select what date range you would like to report on
Select how you would like to view your data (either by year, quarter, or month)
Select “Run Report” button
View your data
Collections
Collections provide a flexible way to group emission sources that don't necessarily follow your organizational structure. While Business Units mirror your org chart, Collections let you create custom groupings for specific analytical purposes.
Use collections to group sources by:
Project — Track emissions related to a specific initiative or construction project
Emission Type — Group all transportation sources together regardless of location
Reporting Requirement — Assemble the exact set of sources needed for a specific regulatory report
Custom Criteria — Any other grouping that helps your analysis
Creating a Collection
To get started with Collection follow these steps:
Navigate to Reporting
Select the Collections tab
Select Create New
Enter the name for your Collection
Add sources to your Collection
You can filter the list of sources by Location
Once you have all the sources within your collection selected click Save
Managing Collections
Within the Collection details there are several actions you can take
Editing the Collection Select the “edit” button , you can modify the collection name, and included sources.
Removing Sources from Collection Select the “-” button within the source list to remove it from the collection (note that this doesn’t remove the source from the system, just from this collection).
Deleting a Collection To delete a collection select the “edit” button. At the bottom of the edit drawer you will see a delete button.
Collection Reporting
To view data associated to a collection within a report follow these steps:
Navigate Report Builder through the Reports Page
Select the “Collection” report type
Select which collections you would like to display in the report
Select what date range you would like to report on
Select how you would like to view your data (either by year, quarter, or month)
Select “Run Report” button
View your data