All Steps at a Glance – ESG Reporting

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

In this chapter, you will find the individual steps required to create an ESG report. These steps must be carried out in the order indicated by either the ESG Administrator or the ESG Data Collector. The step descriptions also contain links to more detailed descriptions.

Creating a Report and Entering the Master Data

The ESG Administrator creates a new ESG report and enters the master data for it, e.g. the period and the reporting entities. The ESG Administrator also selects the report guideline, i.e. ESRS, ESRS 2.0, or VSME, and can initiate the double materiality assessment as well as the option to collect EU Taxonomy data.

For more information, see Creating an ESG Report.

Mapping of Double Materiality Assessment Results

In case the ESG Administrator has selected the ESRS report guideline, the mapping of a previously executed double materiality assessment can be carried out to help determine the scope of the ESRS questionnaire for each reporting entity.

For more information, see Mapping Double Materiality Assessment Results.

Configuring the Report Questionnaire

Before data collection begins, the ESG Administrator defines the scope of the ESRS, ESRS 2.0, or VSME questionnaire.

For more information, see Configuring the Report Questionnaire.

Collecting Data

Editors can collect the following:

ESG data

in the ESRS or VSME questionnaire and the Emissions Module.

Reviewers

then review the collected data.

EU Taxonomy data

in the

Reports and Activities

workspace.

During data collection, the collected data is already aggregated, and the ESG Administrator can access the aggregated data.

For more information, see Collecting Data for ESG Report.

Checking Data

The ESG Administrator checks the submitted data and can then either approve the data or reject them and send them back.

For more information, see Checking Data.

Generating ESG Report and Preparing Data for Disclosure Management

Once all data have been approved, the ESG Administrator can generate an ESG report at the touch of a button and prepare it automatically for Lucanet Disclosure Management. There, the data can be made available via a data import and used in reports.