Reporting on carbon emissions

There are several ways to report on your CO₂ emissions.

Note: Users can report on their own carbon output, while Finance users can report on all users’ emissions

Admins: To enable carbon reporting, you should set this up against expense claim categories. See XX.

From Insights

1. In the side menu, select Insights, then click the Carbon tab.

2. Use the pane on the right to select which period to report on (as well as which people, vehicles etc).

3. Click Export, then open the report in Excel or similar application.

AI / Ask James

Note: This feature is only available to Finance users

Using the AI robot you can report on carbon to meet your organisation's needs. Simply click the robot icon in the top right corner and ask away!

Example prompts:

• Show me all approved expenses with carbon for 2025.

• Show me all approved expenses with carbon for Sales department in July 2025

• Show me all the approved expenses with carbon for air travel for 2025.

From Expenses

1. Go to Expenses, then click the Archive tab.

2. Select the expense claim record(s) that you wish to report on.

3. Click Export, then open the report in Excel or similar application.

Refunding CO₂ credits

You can refund CO₂ credits by entering a negative expense value or distance for mileage. This will reverse the amount of carbon used for the journey. You can then see the affected amount in the Carbon CO₂ column of the exported report.