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Carbon Tracking Report
- Jason Ng
To run a Carbon Tracking report go to the General Ledger and select Reports. Use the Report Defaults to create a new Carbon Tracking Report. Check the CT option. Add in the CT From\To range, save the settings and press ok to generate the Excel report.
To check the CT on batches before posting, use the following settings and press save and ok.
For advanced users, setup Sequence Ranges to identify all the accounts in your budget where items containing carbon could be coded. Run the CT report and check for any entries missing Carbon Tracking.
Using the Chart Type field when running GL Inquiry report
In the Chart of Accounts if you change the type to EC (or whatever you like) you can now enter that in the Ledger Report Screen. In the below Example I used our query control to quickly filter all our travel accounts. If you have lots to update use the Excel button to dump out the selected rows, update in Excel and Paste back in.
In the General Ledger Inquiry reports you can see below the Chart Type field. Simply add your carbon chart type eg EC in this field, save and run. This will then only include the accounts you want.
After dumping to Excel, you may find several entries which have been missed or need to be updated.
This can be tedious to do one by one if there are lots.
Tedious method:
Go into Ledger Inquiry or BWS Transactions tab and locate the entry. Sort on the Tran column and use the search field as shown below. Right click and choose Carbon.
The familiar Extended Free Fields window will appear where you can add or update the details.
Less Tedious method:
Make your changes in Excel and copy\paste them back into Ledger Inquiry or BWS transactions Tab following the same technique used to update your chart of accounts. During the paste process, the system will validate the entries and reject any that are not valid. Eg for Utilities you can’t have unit of measure being miles etc.
