Create reports with Copilot in Microsoft Sustainability Manager

Microsoft Cloud for Sustainability Tech Summit November 2024.

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Note

This feature is included in Microsoft Sustainability Manager Premium.

With Copilot in Microsoft Sustainability Manager, you can use natural language to generate emissions and Corporate Sustainability Reporting Directive (CSRD) reports.

Screenshot showing an example of creating a report with Copilot.

For important considerations and instructions on how to add Copilot to your environment, go to Overview of Copilot in Microsoft Sustainability Manager.

Note

Copilot can only help with CSRD and emissions reports at this time.

Create an emissions report with Copilot

  1. Enter a trigger phrase. For example:

    • Create emissions report
    • Generate an emissions report
    • Emissions report
  2. When Copilot asks you to describe the report, enter the emissions report description. For example:

    • Generate an emissions report in English for the last 30 days
    • Generate an emissions report in English named "Emissions report" for the period January 1, 2022 through December 31, 2022

Create a water report with Copilot

  1. Enter a trigger phrase. For example:

    • Create water report
    • Generate a water report
    • Water report
  2. When Copilot asks you to describe the report, enter the emissions report description. For example:

    • Generate a water report in English for the last 30 days
    • Generate a water report in English named "Water report" for the period January 1, 2022 through December 31, 2022

Create a waste report with Copilot

  1. Enter a trigger phrase. For example:

    • Create waste report
    • Generate a waste report
    • Waste report
  2. When Copilot asks you to describe the report, enter the emissions report description. For example:

    • Generate a waste report in English for the last 30 days
    • Generate a waste report in English named "Waste report" for the period January 1, 2022 through December 31, 2022

Create a CSRD report with Copilot

  1. Enter a trigger phrase. For example:

    • Create CSRD report
    • Generate a CSRD report
    • CSRD report
  2. When Copilot asks you to describe the report, enter the CSRD report description. For example:

    • Create a CSRD report in English for the year 2023 called "2023 CSRD preparation report" for "Contoso Corp" organizational unit

Troubleshooting

If the information to generate a report is incomplete, Sustainability Manager prompts for additional information before failing generation. Here are some examples that could cause a failure:

  • The reporting period doesn't exist.
  • The date range provided wasn't valid.
  • The organizational unit wasn't found.
  • The new report is attempting to generate with the same name as an existing report.