About Tracking Categories

Tracking categories create flexible reporting and review options in CSR. They allow organisation's to group locations, assets and inventory items to align with internal and external reporting conventions. Examples of these may be: GRESB, ISO, GHG Protocol Categories etc.

There are two main different types of tracking categories in CSR, one set for Locations and one set for Inventory.

The Location Category names include:

  • Location Category 1
  • Location Category 2
  • Location Category 3

The Inventory Category names include:

  • Inventory Category 1
  • Inventory Category 2
  • Inventory Category 3

Additionally, Locations and Inventory have 4 separate identifiers and tag for additional reporting options.

Before adding tracking categories to locations, assets or inventory items first setup:

  • Tracking category names: these appear as the column headings for each tracking option on the Organisation and Inventory Manager grids and in the Snapshot Manager as a table heading;
  • Tracking descriptions: these provide the opportunity to name PIE charts the same as or different to the tracking name;
  • Tracking values: these are the pre-set choices available when adding tracking categories to individual locations, assets and inventory items.

Tracking categories are added to individual locations and assets in the Organisation Manager and to individual inventory items in the Inventory Manager.

They can also be added via the Smart Excel Templates in bulk.