Creating an ESG Report

Last modified on 2024-08-20

Overview

As an ESG Master, your first responsibility within the ESG reporting process is to enter the master data for each ESG report, e.g. the period, the reporting entities to report, the users to report within these reporting entities, and the location of these reporting entities. This provides the basis for the ESG report and the subsequent steps. 

This article contains the following sections:

Creating a Report

To create a report:

  1. If you are not already viewing it, open ESG Reporting.
  2. Go to the menu and click ESG Reports.
    You will see a list of the existing ESG reports. The list includes details of the reports’ names, periods and statuses.

    Overview of all ESG reports together with the Create new report option

  3. Click Create new report.
    The Master Data step is displayed as follows:

    Master data user interface

    Enter the master data (see the following subheading).

Entering the Master Data

Enter the following master data: 

Option

Description

Report­­ name

Name of the ESG report

Period

The period to be taken into account when generating the report

Group currency

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

Repor­ting entities assign­ment

The reporting entities that should be involved in the data collection process (see also the following subheading).

Managing Reporting Entities

In the Reporting entities assignment area, you manage the reporting entities that are involved in the data collection process. The procedure depends on whether you have licensed Lucanet.Financial OLAP Server. Perform the following steps:

 

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.

 

  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.

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

    Click Apply.
  3. In the Reporting entities assignment section, select the following for each reporting entity:
    • One or more responsi­ble users whose job it will be to provide the data.
    • 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 management 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 checkboxes in the Assigned to ESG Reporting column for reporting entities that are used in other ESG Reports and automatically appear in the table.
    • Edit or delete reporting entities.

      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 section, select the following for each reporting entity:
    • One or more responsi­ble users whose job it will be to provide the data.
    • 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.

To finish entering the master data and move on to configuring the ESRS questionnaire, click Next.

Please note:

  • To complete the master data entry, you must fill out all the fields. 
  • After having clicked Next, you can only adjust the users of the reporting entities.