Reports & Exports

SDX provides a range of pre-built reports and flexible export options so you can share sustainability performance data with regulators, investors, tenants, and internal stakeholders.

Available reports

Benchmark Certificate

A single-page summary of a building's benchmark scores across all applicable standards. Suitable for sharing with tenants, investors, or lenders.

  • Contents — Building name, address, use type, GFA, EUI, carbon intensity, scores for each applicable standard, data quality grade, and reporting period.
  • Format — PDF (A4 or Letter).
  • Generation — Click Reports > Benchmark Certificate on any building detail page.

Portfolio Summary

An aggregate view of your entire portfolio's sustainability performance.

  • Contents — Number of buildings, total floor area, portfolio-weighted EUI and carbon intensity, benchmark distribution, data quality summary, and year-on-year trends.
  • Format — PDF or Excel (.xlsx).
  • Generation — Click Reports > Portfolio Summary from the portfolio dashboard.

Compliance Report

A framework-specific report formatted to meet the requirements of a particular regulation or voluntary standard.

  • Supported frameworks — See Compliance Frameworks for the full list.
  • Contents — Varies by framework. Typically includes energy consumption by fuel type, GHG emissions (Scope 1 and 2), building characteristics, and the relevant score or grade.
  • Format — PDF, Excel, or XML (where the framework specifies a schema).
  • Generation — Navigate to Compliance > [Framework Name] > Generate Report.

Custom Report Builder

Build a report from scratch by selecting the metrics, buildings, time period, and grouping.

  • Drag and drop metrics into the report layout.
  • Add charts, tables, and commentary blocks.
  • Save templates for repeated use (e.g. quarterly board reports).
  • Schedule automatic generation and email delivery.

Export formats

All data behind reports can also be exported in raw form.

FormatUse case
CSVSpreadsheet analysis, import into other tools
Excel (.xlsx)Formatted workbooks with multiple sheets
JSONProgrammatic consumption, API mirror
PDFFormal reports, printing, sharing
XMLRegulatory submissions that require XML schemas

Bulk export

Export data for your entire portfolio in one step from Data > Export. Choose the time period, meter types, and output format. SDX generates the file in the background and sends a download link to your email when ready.

Scheduling

Any report or export can be scheduled for recurring delivery:

  • Frequency — Daily, weekly, monthly, or quarterly.
  • Recipients — One or more email addresses.
  • Format — Choose the output format for each schedule.

Scheduled reports are managed under Reports > Schedules.

Benchmark certificates can be shared via a unique, read-only URL. The link is valid for 90 days by default but can be extended or revoked at any time. No SDX account is required to view a shared certificate.

API access

Every report available in the UI can also be generated programmatically via the Reports endpoint. This is useful for embedding SDX data into external dashboards or investor portals.

Next steps