---
title: "All Steps at a Glance – ESG Reporting"
description: "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."
source_url: https://support.lucanet.cloud/en/documentation/esg-reporting/process-description-esgrep
language: en
last_updated: 2023-08-16
---
# All Steps at a Glance – ESG Reporting

## Overview

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.

{% process-steps %}
{% process-step title="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](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), 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](https://support.lucanet.cloud/en/documentation/esg-reporting/master-data-esgrep.md).
{% /process-step %}
{% process-step title="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](https://support.lucanet.cloud/en/documentation/esg-reporting/perform-dma.md).
{% /process-step %}
{% process-step title="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](https://support.lucanet.cloud/en/documentation/esg-reporting/questionnaire-builder-esgrep.md).
{% /process-step %}
{% process-step title="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](https://support.lucanet.cloud/en/documentation/esg-reporting/collect-data-esgrep.md).
{% /process-step %}
{% process-step title="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](https://support.lucanet.cloud/en/documentation/esg-reporting/check-data-esgrep.md).
{% /process-step %}
{% process-step title="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](https://support.lucanet.cloud/en/documentation/disclosure-management.md). There, the data can be made available via a data import and used in reports.

The ESG Administrator can also view a report of the aggregated data.

For more information, see [Aggregating Data](https://support.lucanet.cloud/en/documentation/esg-reporting/aggregate-data-esgrep.md).
{% /process-step %}
{% process-step title="Optional Actions:" %}
If required, the ESG Administrator can create custom emission factors for the emission module, see [Creating Custom Emission Factors](https://support.lucanet.cloud/en/documentation/esg-reporting/creating-custom-emission-factors.md).

If required, the ESG Administrator can download the ESG report as a CSV file, and the EU Taxonomy report as an Excel file.

For more information, see [Exporting Data](https://support.lucanet.cloud/en/documentation/esg-reporting/export-data-esgrep.md).

If required, the ESG Administrator can reopen the aggregated ESG report to collect updated values from the assigned reporting entities.

For more information, see [Reopening an Aggregated ESG Report](https://support.lucanet.cloud/en/documentation/esg-reporting/reopening-aggregated-esg-reports.md).
{% /process-step %}
{% /process-steps %}