General Functions in ESG Reporting

Last modified on 2024-08-23

Overview

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.

This article contains the following sections:

Functions for ESG Masters

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


Function

Description


Create ESG report

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


Access ESG reports and approve or reject submitted data for ESG reports

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 or 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
The 'Data Collection' workspace is displayed. The options to access, approve, or reject an ESG report are highlighted in red. Options to access, approve, or reject an ESG report in the 'Data Collection' workspace

Cancel ESG reports

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.

The 'ESG Reports' workspace is displayed. The 'Cancel' option for a specific ESG report is highlighted in red. Canceling an ESG Report

Reopen aggregated ESG reports

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


Restore canceled ESG reports

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.

The ESG 'Canceled reports' workspace is displayed. The 'Restore' option for a specific ESG report is highlighted in red. Restoring a canceled ESG report

Open canceled ESG reports

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.

The ESG 'Canceled reports' workspace is displayed. An ESG report in the section 'Report name' is highlighted in red. Opening a canceled ESG report

Display notes

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 or Data Collection workspace and click the three-dot icon on the right side of the table to select Show notes from the context menu.
The 'Data Collection' workspace is displayed. The 'Show notes' option is highlighted in red. Displaying notes in the 'Data Collection' workspace

Functions for ESG Data Collectors

As an ESG Data Collector, you can access the Data Collection workspace and do the following:


Function

Description


Access the ESG report for your assigned reporting entity

You can access the ESG report to enter data for your assigned reporting entity (see also Collecting Data).


Submit data for your assigned reporting entity

You can submit the data for your assigned reporting entity. Do one of the following:

  • Click Submit directly on the data collection page.
  • Navigate to the assigned ESG report and click the three-dot icon on the right side of the table to select Submit from the context menu.
The 'Data Collection' workspace is displayed. The 'Submit' option is highlighted in red. Submitting data in the 'Data Collection' workspace

Open canceled ESG reports

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. Open any given ESG report by clicking the report name.

The ESG 'Canceled reports' workspace is displayed. An ESG report in the section 'Report name' is highlighted in red. Opening canceled ESG report as Data Collector

Display notes

You can display notes on an ESG report that were created when data for an ESG report were submitted, approved, or rejected. Do one of the following:

  • Click Show notes on the data collection page of your assigned reporting entity
  • Navigate to the desired ESG report in the Data Collection workspace and click the three-dot icon on the right side of the table to select Show notes from the context menu.
The 'Data Collection' workspace is displayed. The 'Show notes' option is highlighted in red. Displaying notes in the 'Data Collection' workspace