Reporting

Reports are the primary means to examine the state of the portfolio and disseminate results of analyses outside the Equinox environment. The Reporting App is the primary means of generating reports for internal and external use.

Topbar Navigation

Reporting functionality is accessed via the topbar menu system. This is defined as part of the core Start (FrontPage) app in the topbar template.

Report Types

There are several different types of reports:

• a specification of a set of input data

• the performance of some desired operation / calculations and finally

• where applicable, the storage of the output

Visualization Reports

Working with visual data may also lead to graphical reports. More complex reports will involve composite workflows and storage of results which may lead to specifications of risk profile assessment for an entity, optimization options etc.

Visualization can be split into two categories: Standardized visualizations that rely on pre-specified (Vega based) schemas and ad-hoc, custom visualizations.

Report Configuration

Creating useful outcomes / reports is linked to specific use cases. Still under construction

Results cannot be created except through run a model workflow.

• The Reporting Period

Grouped Results

The Grouped Results List provides an overview of all available result groups. Results groups are typically (but not necessarily) created by Playbooks. In case they are the result of Playbook parametric surveys the Actions include tabular and graphical comparisons of the different results

Reporting Views

class reporting.views.AssetList(**kwargs)

List all assets sequentially with common action buttons Also generation options at the end

get_context_data(**kwargs)

Get the context for this view.

model

alias of ProjectAsset

template_name = 'reporting/asset_list.html'

class reporting.views.AssetMapView(**kwargs)

Asset Markers Map view.

template_name = 'reporting/asset_map.html'

class reporting.views.DataCenterMapView(**kwargs)

Data Centers Markers Map view.

get_context_data(**kwargs)

model

alias of DataCenter

template_name = 'reporting/data_center_map.html'

reporting.views.contractor_nuts3_map(request)

reporting.views.credit_portfolio_stats_view(request, pk)

TODO

Generate aggregate statistics about the portfolio.

reporting.views.ghg_reduction(request)

reporting.views.gpc_report(request)

reporting.views.gpp_report(request)

reporting.views.manager_nuts3_map(request)

reporting.views.pcaf_mortgage_report(request)

reporting.views.pcaf_waterfall_report(request)

reporting.views.portfolio_aggregates(request)

TODO

Create a custom aggregation report on the basis of form input fields Aggregation Function to Apply Field to Aggregate

Parameters:

request

Returns:

reporting.views.portfolio_overview(request)

reporting.views.portfolio_stats_view(request)

Generate aggregate statistics about the total portfolio.

year country sector contracts currency value_total

reporting.views.portfolio_summary(request, pk)

TODO

Display an individual portfolio.Portfolio. Fetch additional data associated with the portfolio Invoke function to Compute Portfolio statistics - Total number of rows - Total exposure - Average rating etc.

Context

Portfolio

An instance of portfolio.Portfolio.

Template:

portfolio/portfolio_summary.html

reporting.views.project_nuts3_map(request)

reporting.views.results_view(request, pk)

reporting.views.scope_2_report(request)

reporting.views.visualization_country(request)

Visualization - Country View

reporting.views.visualization_grid(request)

Visualization - Country-Sector Grid View

reporting.views.visualization_sector(request)

Visualization - Sector View

reporting.views.visualization_vega(request, pk)

Reporting Management Commands

• compute_emissions