General Functions in ESG Reporting

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

Depending on your user role, there are several general functions available to you in ESG Reporting, e.g. canceling ESG reports or displaying notes on a specific ESG report. This article describes the available functions depending on the user role.

As an ESG Administrator, you can access the ESG Reports and Data Collection workspaces and do the following:

In the ESG Reports workspace, you can create new ESG reports (see also Creating an ESG Report).

You can access the data submitted by the reporting entities for an ESG report by

Clicking the desired ESG report in the

ESG Reports

workspace and then clicking the reporting entity to view the individual data

Navigating to the desired ESG report in the

Data Collection

workspace and clicking the reporting entity to view the individual data

You can approve or reject the data submitted by the reporting entities for an ESG report by

Selecting the desired option directly in the data collection page of a reporting entity

Navigating to the desired ESG report in the

ESG Reports

Data Collection

workspace and clicking the three-dot icon on the right side of the table to select the desired option from the context menu

You can filter the list of ESG reports or double materiality assessment reports. Click the filter icon in the respective columns to facilitate the search as follows:

In the

ESG Reports

workspace, you can filter by name and status, in the

ESRS Data Collection

workspace you can filter by name only.

In the

Double Materiality Assessments

workspace, you can filter by name and date of modification.

Filter options in the 'ESG Reports' workspace

You can cancel ESG reports, i.e. any ESG report that has not yet reached Data aggregation status. This is useful if errors are discovered, for example. Canceled reports are listed separately.

To cancel an ESG report, navigate to the ESG report in the ESG Reports overview that you want to cancel, click the three-dot icon, and select Cancel from the context menu.

You can can reopen an aggregated ESG report to collect updated values from the assigned reporting entities (see Reopening an Aggregated ESG Report).

You can restore canceled ESG reports, allowing you to resume work from the point at which the ESG report was canceled.

To restore a canceled ESG report, navigate to the ESG Reports or Data Collection workspace and open the Canceled reports tab. Click the three-dot icon and select Restore from the context menu.

You can open canceled ESG reports at the last status of the report at any time.

To open a canceled ESG report, navigate to the ESG Reports or Data Collection workspace and open the Canceled Reports tab. Open any given ESG report by clicking the report name.

You can display notes on an ESG report that were created when data for an ESG report were submitted, approved, or rejected. You have two options to display notes:

Click

Show notes

on the data collection page of a reporting entity.

Navigate to the desired ESG report in the

ESG Reports

Data Collection

workspace and click the three-dot icon on the right side of the table to select

Show notes

from the context menu.

Displaying notes in the 'ESG Reports' workspace

As an ESG Administrator, you can duplicate a report, allowing you to work with existing data from the original ESG report in a separate ESG report (see also Working with Duplicated ESG Reports to learn more about how to duplicate an ESG report and work with duplicated ESG reports).

As an ESG Data Collector, you can access the Data Collection and Double Materiality Assessments workspaces and do the following:

You can access the ESG report (see Editing Data) and the double materiality assessment report (see Performing Double Materiality Assessment) to enter data for your assigned reporting entity.

You can open canceled ESG reports at the last status of the report at any time.

To open a canceled ESG report, navigate to the Canceled Reports tab in the ESRS Data Collection workspace. Open any given ESG report by clicking the report name.