> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ESG & Emissions

> Measure, calculate, and report your organisation's carbon emissions across facilities and reporting periods.

<Note>
  ESG is a gated module. It only appears in the sidebar when your organisation has the feature enabled and you hold the **emissions** permission. If you don't see **ESG Overview** and **Reference Data** under the **ESG** group, contact your administrator.
</Note>

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.

## Overview dashboard

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                         |

## Reporting periods

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.

<Steps>
  <Step title="Create a reporting period">
    Set its name, date range, and applicable frameworks.
  </Step>

  <Step title="Add activity data">
    Enter records manually, or use **Import Scope 2 from Invoices** to populate Scope 2 activity automatically from your invoices.
  </Step>

  <Step title="Calculate emissions">
    Run **Calculate Emissions** to queue a calculation that applies emission factors to your activity data.
  </Step>

  <Step title="Check for gaps and review">
    Run **Run Gap Detection** to flag missing data, then resolve items on the **Review Items** tab.
  </Step>

  <Step title="Lock the period">
    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.
  </Step>
</Steps>

Use **Generate ESG Report** to produce a report for the period. The **Audit Trail** tab records changes for traceability.

## Facilities

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.

## Reference data

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                                    |