--- title: "General Functions in ESG Reporting" description: "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." source_url: https://support.lucanet.cloud/en/documentation/esg-reporting/general-functions-esg language: en last_updated: 2023-08-16 --- # General Functions in ESG Reporting ## 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. ## Functions for ESG Administrators As an ESG Administrator, you can access the **ESG Reports** and **Data Collection** workspaces and do the following: #### Create ESG report In the **ESG Reports** workspace, you can create new ESG reports (see also [Creating an ESG Report](https://support.lucanet.cloud/en/documentation/esg-reporting/master-data-esgrep.md)). #### 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 'ESG Reports' workspace #### Filter ESG reports and [Double Materiality Assessment](https://support.lucanet.cloud/en/documentation/glossary.md#double-materiality-assessment) reports 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 #### 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](https://support.lucanet.cloud/en/documentation/esg-reporting/reopening-aggregated-esg-reports.md)). #### 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 'ESG Reports' workspace #### Duplicate ESG reports 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](https://support.lucanet.cloud/en/documentation/esg-reporting/duplicate-report.md) to learn more about how to duplicate an ESG report and work with duplicated ESG reports). Duplicating an ESG Report ## Functions for ESG Data Collectors As an ESG Data Collector, you can access the **Data Collection** and **[Double Materiality Assessments](https://support.lucanet.cloud/en/documentation/glossary.md#double-materiality-assessment)** workspaces and do the following: #### Access ESG report or double materiality assessment report You can access the ESG report (see [Editing Data](https://support.lucanet.cloud/en/documentation/esg-reporting/collect-data-esgrep/esg-data-collection-esgrep/editing-data.md)) and the double materiality assessment report (see [Performing Double Materiality Assessment](https://support.lucanet.cloud/en/documentation/esg-reporting/perform-dma.md)) to enter data for your assigned reporting entity. #### 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 in the **ESRS Data Collection** workspace. 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 **ESRS 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