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Glossary

Collecting Financial Data

Overview

In the Financial Data workspace, users can collect and manage financial data required for EU Taxonomy reporting, i.e.:

  • Baseline values, i.e. revenue, capital expenditure (CapEx), and operational expenditure (OpEx) of the reporting entity
  • Business activity values, i.e. revenue, capital expenditure (CapEx), and operational expenditure (OpEx) of each business activity

Based on this information, investors and external stakeholders will get deeper insights on how sustainable a company is.

In the Financial Data workspace, users can access the financial data overview to see all EU Taxonomy reports and their assigned reporting entities.

ESG Data Collectors can navigate to the individual pages of reporting entity financial data to collect and manage financial data, and collect baseline values and account information for each reporting entity and for eligible business activities based on eligibility and alignment assessments

ESG Administrators can monitor the status of financial data collection in read-only mode.

The Financial Data workspace is part of the EU Taxonomy folder and provides an overview of the data collection status for each reporting entity. The individual data collection page for the financial data is displayed as follows, for example:

Shows a page for collecting financial data for a reporting entity
Page for collecting financial data for a reporting entity

Collecting Baseline Values

Baseline values represent the foundational financial data (turnover, CapEx, OpEx) that must be collected for each reporting entity before business activity values can be completed. To collect baseline values, do the following:

1

Specify the turnover, CapEx, and OpEx in the currency specified in the master data.

2

Specify the accounts that were taken into account to determine the baseline value.

3

Activate the check box in the top right section to mark the baseline values section as completed.

To change or delete values after having marked the section as complete, you can deactivate the checkbox and make your changes. Please keep in mind that this might affect related business activities and set their status back to In Progress.

Collecting Business Activity Values

Business activity values are collected separately for each eligible business activity and environmental goal combination. These sections only appear for business activities that have successfully passed the eligibility assessment. To collect business activity values, do the following:

1

For each business activity, specify the turnover, CapEx, and OpEx in the currency specified in the master data in each row.

2

Activate the check box in the top right section to mark the business activity section as completed.

To access details on the eligibility assessment or alignment assessment of a specific business activity, you can click the three-dot menu on the right-hand side and select Open Eligibility assessment or Open Alignment assessment from the context menu.

Statuses for Financial Data Collection

After having specified financial data, the ESG Reporting solution automatically assesses the completion status and displays the corresponding icon next to the title of the reporting entity. The following statuses are possible:

OptionDescription
Completed, i.e. baseline values and all business activity sections are marked as Completed.
In progress, i.e. one or more sections have not been completed yet.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 1, 2026

Table of Contents
OverviewNavigationCollecting Baseline ValuesCollecting Business Activity ValuesStatuses for Financial Data Collection
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