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Glossary

Creating an ESG Report in Lucanet ESG Reporting

Overview

As an ESG Administrator in Lucanet ESG Reporting, 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.

Creating a Report and Entering Master Data in Lucanet ESG Reporting

To create a report and enter the master data in Lucanet ESG Reporting:

1

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

The Master Data step is displayed as follows:

Shows the 'Master Data' step in Lucanet ESG Reporting with 'Report name', 'Period', 'Group currency', 'Select report guideline', 'EU Taxonomy (Beta)', and 'Reporting entities assignment'.
Master data user interface
2

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
3

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

4

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

5

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).

6

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 or 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).

Managing Reporting Entities

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:

Procedure for users with access to 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:

1

Click Add first reporting entities.

2

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.

Shows the 'Manage Reporting Entities' dialog in Lucanet ESG Reporting with a hierarchy of organization elements. Highlighted in red are 'Search...' and the check boxes in 'Assigned to ESG Reporting'.
Options in the 'Manage Reporting Entities' dialog for users who use Lucanet.Financial OLAP Server

Click Apply.

3

In the Reporting entities assignment area, choose 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.

Procedure for users without access to Lucanet.Financial OLAP Server

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

1

Click Add first reporting entities.

2

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.
Shows the 'Manage Reporting Entities' dialog in Lucanet ESG Reporting with a flat reporting entity list. Highlighted in red are 'Search...', '+ Add reporting entity', edit and delete icons, and the assignment check boxes.
Options in the 'Manage Reporting Entities' dialog for users who do not use Lucanet.Financial OLAP Server

Click Apply.

3

In the Reporting entities assignment area, choose 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.

Proceeding with the Next Step in Lucanet ESG Reporting

After having entered all master data and managed the reporting entities in Lucanet ESG Reporting, 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:

Shows the 'Master Data' page in Lucanet ESG Reporting after DMA completion, with disabled report guideline and DMA options and an enabled 'Go to questionnaire builder' button. Highlighted in red is 'Materiality Assessments completed'.
View of the master data page after DMA process has been completed

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB0725226

Last updated on Oct 27, 2026

Table of Contents
OverviewCreating a Report and Entering Master Data in Lucanet ESG ReportingManaging Reporting EntitiesProcedure for users with access to Lucanet.Financial OLAP ServerProcedure for users without access to Lucanet.Financial OLAP ServerProceeding with the Next Step in Lucanet ESG Reporting
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