Editing and Sharing Your Sustainability Snapshot

The Sustainability Snapshot provides a concise and aggregated view of your impact and ESG data, making it easier to share key insights. Here’s how to update and edit your Sustainability Snapshot report:

1. Navigating to the Sustainability Snapshot

To create and update your Sustainability Snapshot:

Access the Reports Tab:
- Log in to your Proof account.
- Navigate to the "Reports" tab on your dashboard.
Create a New Report:
- Click on "New Report."
- Select "Sustainability Snapshot" from the list of report templates.

2. Understanding the Sustainability Snapshot

The Sustainability Snapshot is a template designed to give you a clear and concise overview of your sustainability data:

Aggregated Data: It consolidates your data across all assessments and time periods, offering a comprehensive view at a glance.
Purpose: The snapshot is intended to provide an efficient and clear format for sharing your sustainability data, making it easier to communicate key insights.

3. Editing and Annotating Your Snapshot

Once you’ve created your Sustainability Snapshot, you can customize it as follows:

Edit the Summary: Update the summary to include an introduction or context specific to the metrics or purpose of your report. This allows you to tailor the report to different audiences or objectives.
Edit the metrics shown: Update the metrics that are shown in the snapshot by clicking "Edit" and either adding metrics or removing metrics by clicking the "X" next to the metric title.
Filterable: You can also filter the data based on specific assessments, time periods, and companies to tailor the snapshot to your needs.
Create Multiple Snapshots: You can create as many Sustainability Snapshots as needed, allowing you to generate various reports for different purposes or stakeholders.

Sharing Your Sustainability Snapshot

You can share your Sustainability Snapshot for various purposes, including:

Providing Quick Updates: Instantly update stakeholders, investors, board members, or internal teams with live data.
Efficient Communication: Use the preformatted template for clear and concise reporting.

To share your snapshot:

Click "Share" within the report.
Copy and paste the URL provided, which links to a public version of the report

By using the Sustainability Snapshot, you can efficiently present and share a detailed overview of your sustainability efforts. If you need assistance or have questions about creating or editing your snapshots, our support team is here to help.