Working with Duplicated ESG Reports

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

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

When duplicating an ESG report, Lucanet ESG Reporting automatically copies key data and configurations from the source report, helping you save time and maintain consistency across reporting periods. This article explains what information is duplicated, how to work with duplicated content, and how to modify the report structure on duplicate reports.

As an ESG Administrator, you can duplicate a report with the pre-set configurations in the master data and ESRS or VSME questionnaire. The parameters of the duplicated report can be adjusted.

To duplicate an ESG report, proceed as follows:

Navigate to the ESG report on the Report overview tab and click the Duplicate report icon.

Duplicate icon for ESG report

The duplicated report is automatically displayed in the Master Data step, regardless of the source report's status.

For the duplicated report:

Enter the

name

and the

period

The

currency

report guideline

, configurations for

Double materiality assessment

EU Taxonomy

, the

reporting entities assignment

, and any

additional guidance

added to questions in the source questionnaire are automatically copied from the source report, but you can change the configurations for the duplicate as needed.

Continue configuring the duplicate report (see following sections).

Data that has been duplicated from the source report displays a duplication indicator showing the name of the source report. These indicators appear in:

Emissions Module

: Next to duplicated footprints in each scope and category

ESRS or VSME Questionnaire

: Next to duplicated questionnaire answers

The indicator is displayed as follows, for example:

The duplication indicator is removed when:

You modify any data in a duplicated emissions footprint

You change any part of a duplicated questionnaire answer

You edit values, selections, or text in duplicated content

The following data are automatically copied when you duplicate a report.

User assignments configured in the source report's Data Collection step are copied to the duplicate report, i.e. users assigned as editors or reviewers for specific sections and questions. The assignments are copied per reporting entity and per questionnaire element.

The duplicate report displays these assignments in edit mode by default, allowing you to:

Review and adjust assignments as needed

Add new users or remove existing ones

If the source report includes a Double Materiality Assessment, the DMA responses from reporting entities are copied to the duplicate report.

All footprints created in the source report's Emissions Module are copied to the duplicate report, including all original data, such as activity type and emission factor.

Questionnaire answers from the source report are copied to the duplicate report only when both reports use the same guideline, i.e. if the original report is based on ESRS, but the duplicated report is based on the VSME guideline, the answers are not copied into the duplicated report.

If the guideline is not changed, the answers, such as text inputs or numerical values are copied into the duplicated report.

If the questionnaire structure has changed between the source report and the duplicate report, e.g. because the template has been updated or the Questionnaire Builder has been modified, the data in the duplicated report are affected as follows:

New questions

in the source report: The questions contain no copied answers.

Deleted questions

in the source report: Deleted questions are not displayed anymore in the duplicate report. If a deleted question is added again later, the original input will reappear.

Modified questions

in the source report: Modified questions contain no copied answers if the question type or question text has changed.

When duplicating an ESG report, certain data are not copied to ensure data integrity and allow for a fresh start in the new reporting period. The following table explains what is excluded to plan your data collection process effectively:

The

review status

of questions or sections marked as

Reviewed

by reviewers are reset in the duplicated report.

The

mark as completed statuses

of questions marked as completed by data collectors are also reset.

EU Taxonomy data from the source report is not copied to the duplicate report, such as business activities and their configurations, or eligibility assessments or alignment assessments.

Notes and comments created during the data collection and review process are not copied, e.g when submitting a report, or when approving or rejecting data.

Attachments uploaded to questionnaire questions are not copied to the duplicated report.

Overview

Duplicating ESG Reports

Working with Duplicate Reports

Duplication Indicators

Working with Duplicated Data

User assignments

Double Materiality Assessment responses

Footprints in the Emissions Module

Answers in the ESRS or VSME questionnaire

Handling Changes to Questionnaire Structure

Excluded Data in Duplicated Reports

Review and mark as completed statuses

EU Taxonomy data

Notes and comments

Attachments

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