- Load the correct community (or Small Areas that match the SEC boundary).
- Confirm there is no amber scaler warning — fix household count if needed.
- Open Residential → Energy Baseline and use the Excel-method totals for energy, CO₂, and spend.
- Note wall types, heat-loss bands, and dwelling-type tables for the retrofit narrative.
- Open Overview for the one-page scorecard and community profile numbers.
- Generate a PDF from Documents (or Overview Export) with the baseline sections enabled.