Creating Report | Lucanet Knowledge Base

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

As an ESG Administrator, you do the first step of the ESG reporting process by creating an ESG report. When creating, you enter the master data, such as:

The period, group currency, and the reporting entities to report

The report guideline, i.e.

ESRS

ESRS 2.0

, or

VSME

You also determine whether you want the report to be created based on the EU Taxonomy, and, in case of choosing ESRS as the report guideline, whether the reporting entities need to carry out a mapping of the double materiality assessment results.

To create a report and enter the master data:

Navigate to the ESG Reports workspace and click Create new report.

The Master Data step is displayed as follows:

Enter the following:

- Name of the ESG report

- Period to be taken into account when generating the report

- Group currency to use when entering numbers in the ESG report.

Choose whether you want your ESG report to be based on ESRS, ESRS 2.0,or VSME requirements.

Activate the EU taxonomy (Beta) option if you want to assign users to create reports based on the EU taxonomy (see Managing Reporting entities).

Define reporting entities that should be involved in the data collection process and assign users to provide data for the ESRS data collection and/or the EU taxonomy report (see Managing Reporting entities).

If you want to perform a mapping of the double materiality assessment results before configuring the ESRS questionnaire: Retain the presetting for the Double Materiality Assessments option and click Start materiality assessments (see Mapping Double Materiality Assessment Results for subsequent steps). If you do not want to do a mapping of the double materiality assessment results, deactivate the option accordingly.

Notes:

The

Double Materiality Assessments

option is only available if you choose

ESRS

as report guideline.

You can only perform the mapping of the double materiality assessment results if you have purchased the

Advanced

Professional

license package.

Once you start with the mapping of the double materiality assessment results, you can

no longer change

the report guideline.

In case you have deactivated the

Double Materiality Assessments

option and have started building the questionnaire, you can still return to the master data page and activate this option (see

Configuring the ESRS Questionnaire

In the Reporting entities assignment area, you manage the reporting entities that are involved in the data collection process and assign users per reporting entity to provide data for the ESRS data collection and/or the EU taxonomy. The procedure depends on whether you have licensed Lucanet.Financial OLAP Server or whether you do not work with Lucanet.Financial OLAP Server:

If you have licensed Lucanet.Financial OLAP Server, you can access the reporting entities that were created in Lucanet.Financial OLAP Server for the assignment. Proceed as follows:

Click Add first reporting entities.

In the Manage Reporting Entities dialog, activate the check boxes in the Assigned to ESG Reporting column for the reporting entities that need to submit data for the ESG report. You can also use the search box to quickly find and assign specific reporting entities.

Options in the 'Manage Reporting Entities' dialog for user who use Lucanet.Financial OLAP Server

Click Apply.

In the Reporting entities assignment area, select the following for each reporting entity:

One or more responsible

users

who will provide the data for the

ESRS data collection

and/or the

EU taxonomy

report.

The

location

of the reporting entities. This information is required in order to collect data on

GHG emissions

Note: You can only enter the location if you have purchased the Advanced or Professional license package.

If you have not licensed Lucanet.Financial OLAP Server, create the reporting entities in the master data administration as follows:

Click Add first reporting entities.

In the Manage Reporting Entities dialog, you have the following options:

Enter the desired reporting entities by clicking

Add reporting entity

and entering the name in the

Reporting entity

column.

Search

for specific reporting entities in the table.

Activate the check boxes in the

Assigned to ESG Reporting

column for reporting entities that are used in other ESG reports and automatically appear in the table. You can also activate the check box in the column header to activate all reporting entities that are listed.

Edit or delete reporting entities.

Options in the 'Manage Reporting Entities' dialog for users who do not use Lucanet.Financial OLAP Server

Click

Apply

In the Reporting entities assignment area, select the following for each reporting entity:

One or more responsible users who will provide the data for the

ESRS data collection

and/or the

EU taxonomy

report.

The

location

of the reporting entities. This information is required to collect data on

GHG emissions

Note: You can only enter the location if you have purchased the Advanced or Professional license package.

After having entered all master data and managed the reporting entities, you can click Go to questionnaire builder to configure a customized ESRS, ESRS 2.0, or VSME questionnaire for your ESG Data Collectors (see Configuring the ESRS or VSME Questionnaire).

Note: If you have activated the Double Materiality Assessments option, you can only proceed after all assigned reporting entities have submitted their double materiality assessment report. Subsequently, the master data page will be displayed as follows:

Creating an ESG Report

Overview

Creating a Report and Entering Master Data

Managing Reporting Entities

Procedure for users with access to Lucanet.Financial OLAP Server

Procedure for users without access to Lucanet.Financial OLAP Server

Proceeding with the Next Step

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