Creating an ESG Report
Last updated on 2024-11-05
Overview
As an ESG Master, your first responsibility within the ESG reporting process is to enter the master data for each ESG report, e.g. the period, the reporting entities to report, the users to report within these reporting entities, and the location of these reporting entities. This provides the basis for the ESG report and the subsequent steps.
This article contains the following sections:
Creating a Report
To create a report:
Navigate to the ESG Reports workspace and click Create new report.
The Master Data step is displayed as follows:
Master data user interface
Enter the master data (see the following subheading).
Entering the Master Data
Enter the following master data:
Option
Description
Report name
Name of the ESG report
Period
The period to be taken into account when generating the report
Group currency
Group currency to use when entering numbers in the ESG report.
Reporting entities assignment
The reporting entities that should be involved in the data collection process (see also the following subheading).
Managing Reporting Entities
In the Reporting entities assignment area, you manage the reporting entities that are involved in the data collection process. The procedure depends on whether you have licensed Lucanet.Financial OLAP Server. Perform the following steps:
Procedure for users with access to Lucanet.Financial OLAP Server
If you have licensed Lucanet.Financial OLAP Server, you can access the reporting entities that were created in Lucanet.Financial OLAP Server for the assignment.
- Click Add first reporting entities.
- In the Manage Reporting Entities dialog, activate the check boxes in the Assigned to ESG Reporting column for the reporting entities that need to submit data for the ESG report. You can also use the search box to quickly find and assign specific reporting entities.
Options in the 'Manage Reporting Entities' dialog for user who use Lucanet.Financial OLAP Server
Click Apply. - In the Reporting entities assignment area, select the following for each reporting entity:
- One or more responsible users whose job it will be to provide the data.
- The location of the reporting entities. This information is required in order to collect data on GHG emissions.
- Click Next to finish entering the master data and move on to configuring the ESRS questionnaire.
Notes:
- You can only enter the location if you have purchased the Advanced or Professional license package.
- After having clicked Next, you can only adjust the users of the reporting entities.
In the next step, you can define which reporting entity has access to which part of the questionnaire to create customized questionnaires for your ESG Data Collectors (see Configuring the ESRS Questionnaire).
Procedure for users without access to Lucanet.Financial OLAP Server
If you have not licensed Lucanet.Financial OLAP Server, create the reporting entities in the master data management as follows:
- Click Add first reporting entities.
- In the Manage Reporting Entities dialog, you have the following options:
- Enter the desired reporting entities by clicking Add reporting entity and entering the name in the Reporting entity column.
- Search for specific reporting entities in the table.
- Activate the check boxes in the Assigned to ESG Reporting column for reporting entities that are used in other ESG reports and automatically appear in the table. You can also activate the check box in the column header to activate all reporting entities that are listed.
- Edit or delete reporting entities.
Options in the 'Manage Reporting Entities' dialog for users who do not use Lucanet.Financial OLAP Server
Click Apply.
- In the Reporting entities assignment area, select the following for each reporting entity:
- One or more responsible users whose job it will be to provide the data.
- The location of the reporting entities. This information is required to collect data on GHG emissions.
- Click Next to finish entering the master data and move on to configuring the ESRS questionnaire.
Notes:
- You can only enter the location if you have purchased the Advanced or Professional license package.
- After having clicked Next, you can only adjust the users of the reporting entities.
In the next step, you can define which reporting entity has access to which part of the questionnaire to create customized questionnaires for your ESG Data Collectors (see Configuring the ESRS Questionnaire).