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.

Example: