What's New in Lucanet ESG Reporting?

Come and explore the exciting new features of our solution ESG Reporting! We update our CFO Solution Platform on a regular basis to offer you the latest features and improvements.

The versions of all solutions that you are currently using and those of the CFO Solution Platform are displayed when you select About Lucanet from the ? menu in the CFO Solution Platform.

Release Notes
New Features in Version 1.3.0 (Release date 2024-08-19)

Apart from bug fixes and performance enhancements, the release contains the following new features:

Restoring Canceled ESG Reports

A master user can now restore ESG reports that were canceled previously. If a canceled ESG report is restored, the status of the ESG report is automatically set to the one the ESG report had before it was canceled.

All reporting entities that were assigned before cancellation will be assigned to the ESG report again.

The 'Cancelled reports' tab in the 'ESG Reports' workspace is displayed. The 'Restore' context menu option is highlighted in red. Restoring an ESG Report

For more information, see Functions for ESG Masters in General Functions in ESG Reporting.

Opening Canceled ESG Reports

ESG Masters and ESG Data Collectors can now open canceled ESG reports at the last status of the report. Canceled reports can be opened in the ESG Reports workspace on the Cancelled reports tab:

Displays ESG Reports. The tab 'Cancelled reports' is displayed. Open cancelled reports

A canceled report is displayed in the step that it was in when it was canceled. If the report was canceled e.g. in the step Questionnaire builder, it will also be opened in the step Questionnaire builder. If a canceled report is opened, it is displayed in read-only mode. For more information, see General Functions in ESG Reporting.

Reopening Aggregated ESG Reports

Once the Data aggregation step has been finalized, an ESG master can reopen the aggregated ESG report to collect updated values from the assigned reporting entities.

An aggregated report can be reopened from:

  • The Data aggregation page

    Reopening an aggregated report from the 'Data aggregation' page
  • The report overview in the ESG Reports workspace

    Reopening an aggregated report from the 'ESG Reports' workspace

 

When an aggregated ESG report is reopened, its status as well as the report statuses of the individual reporting entities will be set to In Progress and ESG data collectors can edit the values on the ESRS questionnaire and submit the ESG report again. For more information, see Reopening an Aggregated ESG Report.

Enhancements in the Master Data Administration

When creating an ESG report, the ESG master assigns reporting entities that are part of the data collection. As of now:

  • It is possible to search for reporting entities in the list of assigned reporting entities.
  • Users who do not have a license for Lucanet.Financial OLAP Server can now manage their reporting entities, i.e. they can delete or rename their reporting entities.
The 'Manage Reporting Entities' dialog is displayed. The options to search, edit, or delete reporting entities are highlighted in red. New functionalities for users who do not use Lucanet.Financial OLAP Server

For more information, see Creating an ESG Report.

Enhancements for the Configuration of the ESRS Questionnaire

The configuration of the ESRS questionnaire has been revised. As of now, the questionnaire is displayed in a tree structure to make it easier to recognize which elements (e.g. guidelines, topics, or questions) belong to which superordinate element and the current position of the user in the hierarchy. The various levels can be shown or collapsed individually or completely.

The ESG master can include or exclude various levels of the hierarchy structure from the ESRS questionnaire via a checkbox to show or hide an element in the ESRS questionnaire, i.e. a category, a guideline, a topic, a sub-topic, or a question.

Questionnaire builder. The Treeview 'General Discussion' is expanded.. Questionnaire Builder

An ESG master can also display all questions in the new preview mode to get an impression how the question type and the format for the answers are displayed for the ESG data collectors. For more information, see Configuring the ESRS Questionnaire.

Enhancements for the Data Collection

There have been several user interface improvements to enhance clarity as well as the navigation. You can now benefit from the following:

  • All actions that are available to you depending on your user role and on the data collection step are now available in an additional column in the ESG Reports and Data collection workspaces, e.g. to show notes or the option to submit or approve an ESG report.

  • The data collection details of a specific reporting entity are now displayed on a single page instead of one page for ESRS and one page for the emissions module. For easier data collection and data review and a better navigation within the page, the ESRS questionnaire and emissions module are displayed as tabs.

  • In the ESRS questionnaire and emissions module, it is possible to collapse the panel on the right-hand side of the screen to gain more space for data collection or review.

  • As an ESG data collector, you can now submit your data or, as an ESG master, you can approve or reject data directly in the data collection page of a single reporting entity.

 

The data collection page of a reporting entity is displayed. The tab view and the options to submit the report and collapse the panel on the right-hand side are highlighted in red. New functionalities for the data collection

For more information, see 

Enhancements Regarding the Data Version of the Emission Factor

When creating a footprint, the system now automatically uses the latest data version of the emission factor for GHG calculation. The data version used is stored and displayed for every footprint: 

Shows a footprint created for electricity. Highlighted is the location where the data version of the emission factor is shown. Data version displayed on a footprint

For more information, see Collecting Data.

Drill-down on Aggregated Data in Tables

An ESG master can drill down on aggregated data in the aggregated ESG report to display the underlying data that have been submitted by each reporting entity, such as text inputs, answers to multiple-choice questions, or currencies. As of now, it is also possible to drill down on aggregated data displayed in tables to view the data entries of individual reporting entities. 

An example of data that two individual reporting entities submitted for question is shown. The tables contain the columns 'Reporting entities, 'Topic', Revised comparative figures' and 'Previous figures' Drill-down to data entered by individual reporting entities

For more information, see Aggregating Data.

Creating and Displaying Notes

As of now, a note can be added in the confirmation dialog for certain actions: 

Bestätigungsdialog für das Einreichen einer Datensammlung. Creating a note

A note can be added to the following actions:

  • The submission of a report by the ESG data collector
  • The approval of a report by the ESG master
  • The rejection of a report by the ESG master

 

As soon as a note has been created for an action, the note can be displayed on the data collection page by clicking the three-dot-icon and then Show notes:

Ausschnitt aus der Datenerfassung. Der Link 'Show Notes' ist rot umrandet. Opening a note

 

You can also display the notes on the data collection page of a specific reporting entity directly in the panel on the right-hand side. For more information, see General Functions in ESG Reporting.