Analysis reports — frequently asked questions
How do I move between reports?
See Move between reports.
How do I filter my portfolio?
See Adjust the scope.
How do I make my dashboard interactive?
See Make the report interactive.
How do I export a table as CSV?
For an export built to your own specification, go through Querying your data.
How do I extract a list of equipment?
See Extract a list of equipment, in the Query report.
A dwelling is marked Missing although I do have the survey
The document is most likely attached to the wrong dwelling. Look at the Unassigned surveys page of the tab concerned, and have the filing corrected.
Why are dwellings not applicable for electricity when they all have electricity?
The regulatory criterion is the age of the dwelling — over 15 years — not whether electricity is present. A recent dwelling is not applicable whatever it is fitted with. See Why some dwellings are "not applicable".
Where does the report get the idea that a dwelling has no gas?
It does not know whether gas is actually present: it applies the same age criterion. If you hold that information, it can be loaded into the platform to narrow the scope down. Speak to your usual contact.
What does "Incomplete metadata" mean?
The document is there, but automatic reading could not extract any date from it — a poor quality scan, an unusual layout. Without a date, the report cannot tell whether the survey is still valid, which is why the status scores lower than an expired one.
One date is enough: when the validity date is missing but the issue date was read, the validity date is worked out from it. So this status only comes up when neither of the two could be extracted.
Open the document from the table to check it, and report it if need be.
My compliance rate looks high although I know surveys are missing
Dwellings that are not applicable count as compliant, since they carry no risk. To steer your actions, rely on the "no survey" counters and on the forecast schedule rather than on the rate alone.
Is the data up to date?
The date of the last update is shown at the top of every page of the report, in the "Last update" indicator.
Why do some tabs not appear?
What a report contains depends on what was agreed with your organisation. It is normal for some tabs to be missing on your side while they exist elsewhere.
The same goes for the reports themselves: which ones you can reach depends on what was chosen for your organisation. If one of them would be useful to you, speak to your usual contact.
How do I have a report changed or created?
Speak to your usual contact. Depending on your subscription, adding or changing a piece of data may be possible.