Which data should be included in your data collection file?
General information
The aim of this module is to calculate the impact of your company’s financed emissions during the studied year. The temporal scope of the study is the financial year of your GHG Report.
⚠️ To be processed by Greenly, the data provided must be in French 🇫🇷 or English 🇬🇧
You can find your module’s data collection file by clicking on the module > Tab “2. Data collection” > “Bulk import - via template”
🎯 The data collection file contains two type of data: mandatory and optional data
Mandatory data: It is the minimum necessary data to calculate the amount of CO2e related to this regulatory entry’s activities → Without it, no emissions can be computed.
Optional data: any additional data will increase the quality and granularity of the analysis, and provide you various areas of analysis.
Advanced module
The investment types covered by this module are:
Private Equity via Indirect investments (fund of fund investments)
Bonds & Loans via Indirect investments (fund of fund investments)
Sovereign debt
Project Finance
Motor vehicle loan
A specific tab in the template must be completed for each asset type. List of mandatory data:Private Equity
Company Name
Type of Financing (Unlisted/Listed equity)
Year of investment
If it is an indirect investment: % ownership in the fund and Name of the fund
Outstanding amount
Asset value (EVIC or Total equity + debt)
Company's emissions estimated based on one of the following options:
Result of latest GHG assessment
If Result of latest GHG assessment is not available, NACE code, Country of operation and Revenue of the company
If Revenue is not available, NACE code, Country of operation and Number of employees of the company
Bonds & Loans
Company Name
Type of Financing (Bonds/Loans)
Year of investment
Outstanding amount (loans) Book value of the debt (bonds)
Asset value (EVIC or Total equity + debt)
Company's emissions estimated using one of the following options:
Result of latest GHG assessment
If Result of latest GHG assessment is not available, NACE code, Country of operation and Revenue of the company
If Revenue is not available, NACE code, Country of operation and Number of employees of the company
Sovereign debt
Country of debt issue
Year of investment
Book value of debt held + unit
Project Finance
Name of the Project
Year of investment
Is it an energy production project? Y/N (if no, precise the project financing type)
Outstanding amount
Total Equity+Debt of the project
Project's emissions estimated using one of the following options:
Result of latest GHG assessment
If Result of latest GHG assessment is not available, Country of operation and Energy produced/Energy consumed/Revenue of the project
Motor vehicle loan
Loan Label
Outstanding loan amount
Total vehicle value
Type of engine (Thermal, Hybrid, Electric)
Actual fuel consumption and fuel efficiency of the vehicle
If Actual fuel consumption is not available, actual annual distance or location and fuel efficiency of the vehicle
End-to-end module
List of mandatory data:
Name of the Company
Asset class
Investment date
Outstanding amount
Asset value
Currency
Company's emissions estimated using one of the following options:
Result of latest GHG assessment
If Result of latest GHG assessment is not available, NACE code, Country of operation and Revenue of the company
If Revenue is not available, NACE code, Country of operation and Number of employees of the company
List of optional data:Portfolio name
Disinvestment date (if relevant)
Breakdown of GHG assessment by scope (1, 2 & 3)
Is the GHG assessment has been verified by an auditor?
Type of GHG assessment (GHG Protocol, Bilan carbone, BEGES, Other)
How to upload your data to the Greenly platform?
To upload your data, click on the corresponding task on the Progress page or go to Data > Data Collection > Investments module
1/ You have two options to upload your data:
Manually (not available in the advanced module), on the platform by clicking on "Single import"
Using the template by clicking on "Bulk import". The template is downloaded in the same language as the platform. When using it, we ask you to fill the English one with English data and the French one with French data. You can always download the other language on the READ ME page of the template.
Whichever you use, please make sure to fill out the mandatory fields. You must fill at least one full group of blue columns on the template.
Import your data in the section “Upload file”. You can also provide additional files to prove or support the data you’re submitting—for traceability and auditability, in the section “File Information (optional)” 2/ Once your data uploaded, review it and then complete the module. If you are completing the advanced module, click on**“Submit for analysis”**. An analyst will review it and complete the module.
If you do not have the necessary information to complete this module, you can click on "Skip” at the top right of the page.
Frequent errors in data format
General information
The ratio Outstanding amount / Asset value should always be < 1
Year of investment should be dd/mm/yyyy
Advanced module
Make sure to complete all mandatory columns.
End-to-end module
Make sure to complete all mandatory columns.
Review your data and read your results
Once you have uploaded your data, you can flag the expenses related to the module to avoid double counting and access your results. To do so, please read the related article.
If you have any questions, feel free to reach out to [email protected]