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Setting Up Reporting Periods

Reporting periods define the timeframe for which your organisation tracks, calculates, and reports emissions. These typically align with your financial or calendar year.

Tom Petley avatar
Written by Tom Petley
Updated over 2 months ago

1. Navigate to Reporting Periods

  • From the top navigation menu select the Settings icon.

  • From the main sidebar, go to Company SettingsReporting Periods.



2. Create a New Report Period

When creating a new reporting period you have two options:

  • Option 1: Add Report Period

    • This is the most common reporting period used and should be used for any reporting periods where you want to enter emissions into Gaia.

    • This reporting period type should also be used when you want to import each individual emission record into Gaia from historical reporting periods

  • Option 2: Add Archived Report Period

    • This is used when migrating to Gaia to record high level information about a previous reporting period.

    • The information is limited to aggregated data such as Total Scope 1 Emissions, Total Scope 2 Emissions etc.

    • This data will be used for historic reporting.


3. Option 1 - Create a New Report Period

Click + Add Report Period to begin.

Fill in the following:

  • Start Date: When the period begins (e.g. 01/09/2024)

  • End Date: When the period ends (e.g. 31/08/2025)

💡 Tip: The reporting period usually matches your organisation's financial year, but it can follow the calendar year if preferred.

Click Save to add the period.


4. Option 2 - Add an Archived (Previous) Reporting Period

If you're backfilling historical data, click + Add Archived Report Period.

You’ll be asked to complete additional fields:

  • Name (e.g. “2022/23”)

  • Start and End Dates

  • Number of UK Employees

  • Number of Non-UK Employees

  • Total Revenue (£)

📌 You can also tick the box to “Record this report period as your base year” — helpful for tracking reductions over time.

Click Next to proceed.


5. Managing Report Periods

Once periods are created, you’ll see them listed:

  • Status: Shows whether the period is Open (editable) or Closed (locked).

  • Data Entry: Displays whether calculations are completed.

  • Actions:

    • Click Close to lock the period once data is final.

    • Click View to explore closed periods.

    • Click Make Base Year to set a reference year for comparisons.


✅ Best Practices

  • Always close a reporting period once data is reviewed to avoid accidental changes.

  • Set a base year as an anchor point for future emissions reduction goals.

  • Add past periods using “Archived Report Period” to track historic performance.

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