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
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.
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.
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.
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.
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.
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.
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.
Displaying notes in the 'Data Collection' workspace