Collecting Data | Lucanet Knowledge Base

Documentation

Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

All Steps at a Glance

User interface of Data Collection

User Roles in Data Collection

Basic Configuration

Collecting Data

Starting Data Collection Processes

Entering, Validating, and Approving Data

Importing Data

Exporting a Form to Excel

Glossary

Once the basic configuration is complete, administrators can start data collection processes in Lucanet Data Collection. This section covers how to bundle form templates into reporting packages, initiate data collection, and how users enter, validate, and approve their data.

The data collection workflow in Data Collection involves the following steps:

Start data collection process

: An administrator starts data collection processes to gather financial and statistical information from reporting entities. Once the process is started, Data Collection creates individual forms for each reporting entity from the form templates assigned to it in the reporting package.

Enter data

: Collectors enter data into their assigned forms manually or by importing from MS Excel, Consolidation & Financial Planning, or Lucanet.Financial Warehouse.

Validate data

: Execute validation rules to check data accuracy and completeness before submission.

Approve data

: Approvers review and approve submitted forms.

Export a form

: Export a form with all its sections, tables, and collected values to an Excel workbook, e.g. to review or archive the data outside Data Collection.