How do I select the right reporting period to report to my investor?

Pathzero simplifies the process for selecting the right reporting year to answer an investor's request about emissions

Selecting a year-end month:

  • Select a year-end month that aligns with your company's financial year. This is the final month of the 12-month period that your company uses for accounting purposes, which may or may not align with the calendar year. For example, in Australia most companies report on a July-June financial year, so their year-end month would be June.

  • Make sure you select your year-end month and not the year-end month for a fund that your investor has requested data. It is fine if they are not the same.

  • Once a year-end month has been set, this cannot be modified and applies to all future reporting periods in order to maintain consistency for year-on-year comparisons.

Selecting the reporting year:

  • The reporting year refers to the year that the 12-month reporting period ends.

  • If you have received a request for data, you should provide data that best fits the 12-month period preceding this date.

  • We will automatically select the correct year based on your investor request and the year-end month you selected.

  • Once you have set up this first year, you will be able to add additional years.

How we select the correct year:

  • We select the best fit 12 month period preceding the requested date.

  • This means that if your year-end month falls after the year-end month requested by the investor, we select the previous year to the requested collection year.

  • If your year-end month is the same or before the year-end month requested by the investor, we select the same year as the requested collection year.



In the above example, Pathzero will select Company A's reporting period that ends in the same calendar year as the investor's request.