| title | ESG & Emissions |
|---|---|
| description | Measure, calculate, and report your organisation's carbon emissions across facilities and reporting periods. |
The ESG module helps you track greenhouse gas emissions across Scope 1, Scope 2 (location and market), and Scope 3. You record activity data against reporting periods, calculate emissions using factor sets, review data quality, and generate disclosure-ready reports.
The ESG Overview page (/esg) opens with a dashboard of KPI cards:
- Total Emissions — combined emissions for the latest active period, in tCO2-e
- Active Periods — count of reporting periods currently open
- Sites — number of sites available for emissions reporting
- Open Review Items — outstanding data-quality issues awaiting attention
When emissions data exists, an Emissions by Scope pie chart and emissions-trend and target-progress charts appear below the cards.
Beneath the dashboard, tabs let you browse the underlying records. Use the + button to create a new record for the active tab.
| Tab | Description |
|---|---|
| Reporting Periods | The periods you report emissions against |
| Activity Data | Raw activity records (fuel, electricity, and so on) by scope and category |
| Targets | Emission-reduction targets with base and target values |
| Disclosures | Disclosure content organised by section and reporting period |
| Scope 3 Screening | A read-only screening view for Scope 3 categories |
{/* TODO screenshot: /images/esg/esg-overview.png — ESG Overview dashboard with KPI cards, scope pie chart, and the record tabs */}
Open a reporting period from the Reporting Periods tab to manage its full lifecycle. The detail page has Overview, Calculations, Activity Data, Review Items, and Audit Trail tabs, plus header actions.
Set its name, date range, and applicable frameworks. Enter records manually, or use **Import Scope 2 from Invoices** to populate Scope 2 activity automatically from your invoices. Run **Calculate Emissions** to queue a calculation that applies emission factors to your activity data. Run **Run Gap Detection** to flag missing data, then resolve items on the **Review Items** tab. Use **Lock Period** to freeze the data once reporting is final. Calculation and import actions are disabled while a period is locked; **Unlock Period** reopens it.Use Generate ESG Report to produce a report for the period. The Audit Trail tab records changes for traceability.
{/* TODO screenshot: /images/esg/reporting-period.png — reporting period detail page showing the Overview tab and header actions */}
A facility detail page (reached from emissions records) presents the facility's emissions context across Overview, Activity Records, Calculations, and Equipment tabs. Use it to see the activity recorded for a site, the resulting calculations, and the equipment that contributes to its emissions.
{/* TODO screenshot: /images/esg/facilities-detail.png — facility detail page with the Overview tab */}
The Reference Data page (/esg/reference-data) holds the shared definitions your calculations draw on. Use the + button to add a record to the active tab.
| Tab | Description |
|---|---|
| Factor Sets | Named sets of emission factors, with source, reporting year, and effective dates |
| Emission Factors | Individual factors by scope, category, and region |
| Equipment | Equipment definitions including type, fuel type, and refrigerant type |
| Instruments | Environmental instruments (for example certificates) with quantities and vintage year |
| Intensity Metrics | Intensity denominators used to normalise emissions |
{/* TODO screenshot: /images/esg/reference-data.png — Reference Data page showing the Factor Sets tab */}