Status Update per Reporting Entity

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

User Roles and User Interface in ESG Reporting

General Functions in ESG Reporting

All Steps at a Glance – ESG Reporting

Creating Report

Working with Duplicated ESG Reports

Mapping Double Materiality Assessment Results

Configuring the Report Questionnaire

Collecting Data for ESG Report

Collecting and Reviewing ESG Data

Collecting EU Taxonomy Data

Status Update per Reporting Entity

Assessing Minimum Safeguards

Creating a Business Activity and Performing the Eligibility Assessment

Covering SCC and DNSH Questionnaires

Collecting Financial Data

Checking Data

Generating ESG Report

Exporting Data

Creating Custom Emission Factors

Reopening an ESG Report

Canceling an ESG Report

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

For each reporting entity, the Reports and Activities workspace provides a page with an assessment overview of:

Minimum safeguards

Taxonomy eligibility

Taxonomy alignment

Financial data status for every business activity

In case the assessment of the minimum safeguard criteria is still in progress, you can directly access the corresponding questionnaire via link.

After clicking the desired reporting entity in the Reports and Activities workspace, the status overview is displayed as follows, for example:

No.	Description
1	Assessment of minimum safeguards
2	Option to display the minimum safeguards questionnaire for this reporting entity
3	Status of assessment for taxonomy eligibility
4	Applicable environmental goals for taxonomy eligibility. Their color indicates the status: Green: The business activity is eligible for this environmental goal. Gray: The business activity is not eligible for this environmental goal. Yellow: The assessment is still in progress. Hover over an abbreviation to see the full name of the environmental goal.
5	Status of assessment for taxonomy alignment: Aligned: Minimum safeguards have been met, and the activated goals in the SCC and DNSH questionnaire all have the status Compliant or Not applicable. Not aligned: Minimum safeguards have not been met, or at least one of the activated goals in the SCC and DNSH questionnaires have the status Not compliant. In progress: Assessment of the minimum safeguards criteria has not yet begun or is still in progress, or at least one of the activated goals in the SCC and DNSH questionnaires has the status In progress.
6	Applicable environmental goals for taxonomy alignment. Their color indicates the status: Green: The business activity is aligned for this environmental goal. Gray: The business activity is not aligned for this environmental goal. Yellow: The assessment is still in progress. Hover over an abbreviation to see the full name of the environmental goal.
7	Status of collection of financial data: In progress: the collection of financial data is ongoing. Completed: the baseline values for the reporting entity and the financial data for the business activity have been collected. -: there is no financial data, e.g. because the business activity is not eligible for the EU Taxonomy.
8	Three-dot menu with options to Delete the business activity or use Go to financial data to directly navigate to the detailed financial data page of the corresponding reporting entity.