Once you’ve created an assessment, you can work through it step by step using the tabs across the top of the screen.
Step 1: Set the Assessment Boundaries
Define the organisational, operational boundaries and scope of your assessment.
Step 2: Create the Assessment
Start a new assessment in Sumday to begin capturing and processing emissions data.
Step 3: Work Through the Assessment Tabs
In Sumday, most assessments follow this flow:
Transactions – Import financial transactions from your general ledger. This captures most business activity using spend-based emission calculations.
Carbon Ledger – Code your financial transactions to emission sources.
Accounting – Improve accuracy by adding Scope 1 & 2 activity data, and enhance Scope 3 calculations with available activity data.
Intensity – Once the assessment is complete, create intensity metrics for reporting.
Overview – A summary page that displays your emissions totals as you input data.
Helpful Tools in an Assessment
Several tools are available to help you complete assessments efficiently:
Carbon Accounting Checklist – Open by clicking the checklist icon in the top right. Assign tasks, track progress, and manage collaboration.
Assessment Settings – Update the assessment name, reporting period, or emission databases at any time.
Emission Factor Database – Search all emission factors available in Sumday by clicking the spreadsheet icon in the main menu.
SumdAI – Ask questions and get guidance on reporting, data input, or reduction strategies.
Notes – Record key decisions and context directly in your assessment.
Knowledge Centre – Access help and support anytime by clicking the ? icon in the menu.