---
title: "Creating Report"
description: "As an ESG Administrator, 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."
source_url: https://support.lucanet.cloud/en/documentation/esg-reporting/master-data-esgrep
language: en
last_updated: 2023-08-16
---
# Creating an ESG Report

## Overview

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](https://support.lucanet.cloud/en/documentation/glossary.md#esrs), [ESRS 2.0](https://support.lucanet.cloud/en/documentation/glossary.md#esrs-20), or [VSME](https://support.lucanet.cloud/en/documentation/glossary.md#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](https://support.lucanet.cloud/en/documentation/glossary.md#double-materiality-assessment) results.

## Creating a Report and Entering Master Data

To create a report and enter the master data:

{% stepper %}
{% stepper-step %}
Navigate to the **ESG Reports** workspace and click **Create new report**.

 The **Master Data** step is displayed as follows:

Master data user interface

{% /stepper-step %}
{% stepper-step %}
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.
{% /stepper-step %}
{% stepper-step %}
Choose whether you want your ESG report to be based on **ESRS**, **ESRS 2.0**,or **VSME** requirements.
{% /stepper-step %}
{% stepper-step %}
Activate the **EU taxonomy (Beta)** option if you want to assign users to create reports based on the EU taxonomy (see [Managing Reporting entities](https://support.lucanet.cloud/en/documentation/esg-reporting/master-data-esgrep.html?appId=aemshell.md#repea)).
{% /stepper-step %}
{% stepper-step %}
**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](#repea)).
{% /stepper-step %}
{% stepper-step %}
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](https://support.lucanet.cloud/en/documentation/esg-reporting/perform-dma.md) for subsequent steps). If you do not want to do a mapping of the double materiality assessment results, deactivate the option accordingly.

{% /stepper-step %}
{% /stepper %}
{% warning-box %}
**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](https://support.lucanet.cloud/en/documentation/esg-reporting/questionnaire-builder-esgrep.md)).
{% /warning-box %}

### 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:

{% stepper %}
{% stepper-step %}
Click **Add first reporting entities**.
{% /stepper-step %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
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](https://support.lucanet.cloud/en/documentation/glossary.md#ghg-emissions).

{% /stepper-step %}
{% /stepper %}
{% warning-box %}
**Note**: You can only enter the location if you have purchased the **Advanced** or **Professional** license package.
{% /warning-box %}

### 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:

{% stepper %}
{% stepper-step %}
Click **Add first reporting entities**.
{% /stepper-step %}
{% stepper-step %}
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**.
{% /stepper-step %}
{% stepper-step %}
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](https://support.lucanet.cloud/en/documentation/glossary.md#ghg-emissions).

{% /stepper-step %}
{% /stepper %}
{% warning-box %}
**Note**: You can only enter the location if you have purchased the **Advanced** or **Professional** license package.
{% /warning-box %}

## Proceeding with the Next Step

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](https://support.lucanet.cloud/en/documentation/esg-reporting/questionnaire-builder-esgrep.md)).

{% info-box %}
**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:

View of the master data page after DMA process has been completed
{% /info-box %}