Older Versions

Lucanet ESG Reporting now offers improved duplication capabilities for ESG reports. When duplicating an ESG report, the user assignments to the roles reviewers and editors as well as the answers saved in the original questionnaire and the emissions module are automatically copied to the duplicated report.

This enhancement significantly reduces manual setup time and ensures consistency across multiple reporting periods or organizational units. This enables you to replicate complex reporting structures with all associated permissions and assessments in a single operation, streamlining the preparation process for recurring ESG reports.

For more information, see Working with Duplicated ESG Reports.

Lucanet ESG Reporting now includes a Mark as Complete feature that gives you greater control over the status of completion for each question of the ESRS or VSME Questionnaire. You can explicitly mark questions as complete when answers are ready for review, making answers either read-only to prevent accidental changes, or making the answers available to a reviewer, if one is assigned.

In case you are consulting aggregated responses during data collection, status indicators indicate the completion status of each question across all reporting entities: green when all reporting entities have marked a question as complete, and yellow when completion is pending. You can deactivate the Mark as Complete checkbox at any time to make edits when needed, ensuring clear tracking of question status throughout the data collection and review process.

For more information, see Filling Out Report Questionnaire | Lucanet Support.

You can now efficiently manage your EU Taxonomy KPI reporting with the new workspace Financial Data. This workspace provides centralized access to baseline values and detailed financial information on business activities. If you are assigned to the EU Taxonomy as a data collector, you can enter and manage:

For enhanced oversight, you can access the eligibility assessment or alignment assessment from each business activity.

ESG Administrators can use the new workspace for read-only oversight.

For more information, refer to Collecting Financial Data.

As an ESG Administrator, you can now duplicate ESG reports with full control over Double Materiality Assessment (DMA) settings. When duplicating ESG reports, you can choose to activate or deactivate DMA in the master data regardless of the source report's configuration. If the DMA is activated:

For more information, refer to Mapping Double Materiality Assessment Results.

As an ESG Data Collector, you can now edit existing GHG footprints, i.e. modify emission calculations, activity types, locations, sectors, and unit types. The changes are transferred to the corresponding tables in the ESRS or VSME questionnaire.

For more information, refer to Editing Data.

Custom emission factors now support up to 4 decimal places for kgCO2e values, providing greater precision in ESG calculations. You can enter and display more accurate emission factor data both when creating factors and in the custom emission factors overview.

You can now create ESG reports using the Voluntary Small Medium Enterprises (VSME) standard. The VSME is an EFRAG framework for SMEs excluded from the CSRD, enabling these companies to report on ESG issues without using ESRS, which have a broader scope, to fulfill business partner data requests and secure green financing. When setting up your master data, you can now select either ESRS or VSME as your report guideline.

Choosing VSME will automatically disable the Double Materiality Assessments (DMA) option. The EU Taxonomy remains available regardless of your selection. Note: Only one standard may be chosen per report.

The Questionnaire Builder adapts its structure to your chosen standard accordingly. For VSME, you can decide whether to report on the basic module only, or both the basic and comprehensive modules. Each module covers general, environmental, social, and governance metrics.

In the ESRS Data Collection workspace, which has been renamed to ESG Data Collection, the layout updates automatically based on your selected standard and modules, i.e. either tabs for VSME and the emissions module, or ESRS and the emissions module. The emissions calculated in the emissions module are automatically transferred to the respective table in the VSME/ESRS standard.

As with ESRS, you can create aggregated reports and export your ESG data in CSV format.

For more information, refer to Configuring the ESRS or VSME Questionnaire.

As of ESG 250602, the functionalities for creating an EU Taxonomy report have been expanded. In addition to performing the taxonomy eligibility for a business activity, you can now also assess your business activities for taxonomy alignment:

The recommended step sequence is as follows:

Filling out the Minimum Safeguards Questionnaire

To ensure that a business activity created by a reporting entity aligns with the EU Taxonomy, you can fill out the Minimum Safeguards questionnaire in the Minimum Safeguards workspace. This step ensures your organization meets essential international guidelines before any business activity can be considered aligned with the EU Taxonomy.

The Minimum Safeguards questionnaire focuses on four core standards:

To proceed with the taxonomy alignment, all four questions must be confirmed by answering yes.

Covering SCC and DNSH Questionnaires

After having performed the taxonomy eligibility for a business activity, you can proceed to the Alignment assessment page. The alignment assessment covers two main questionnaires per business activity:

The SCC and DNSH questionnaires are displayed on two separate tabs. On the SCC tab, you can select which environmental goals to align your activity with. The DNSH questionnaire will be aligned accordingly. The status of the alignment assessment for your business activity will be updated based on your responses.

The business activity is considered aligned with the EU Taxonomy if the SCC and all relevant DNSH criteria are marked as Qualified and the Minimum Safeguards are compliant.

For more information, see Assessing Minimum Safeguards and Assessing for Taxonomy Alignment.

In addition to standard emission factors from our database, you can now use custom emission factors. This allows you to include missing or organization-specific factors, ensuring that your results better reflect your organization's activities or specific supplier data.

With the new dedicated Custom Emission Factors workspace, ESG Administrators can easily create and manage organization-specific emission factors. When creating a footprint, these custom emission factors will appear in the Activity Type drop-down list and and are identified by the icon.

The Custom Emission Factors workspace is displayed as follows, for example:

For more information, see Creating Custom Emission Factors and the Creating a Footprint section in Editing Data.

As of ESG Reporting 250602, the integration with Disclosure Management is only available for customers with Advanced and Professional license packages. Basic package users will continue to benefit from the core ESG Reporting functionality and can upgrade their license package to access the Disclosure Management integration.

The ESRS Questionnaire is now also available in German! We are working on localizing the user interface into additional languages to better support our diverse user base. Stay tuned for more updates.

The EU Taxonomy is a classification system designed to identify which economic activities are environmentally sustainable, aiming to prevent greenwashing, provide clarity for investors, and help companies become more environmentally friendly. With ESG 250407, ESG users can perform the first steps to create their EU Taxonomy reports in the new functional area EU taxonomy:

For more information, see Collecting EU Taxonomy Data.

Adjusting the selection of questions at a late stage is now possible. An ESG Master user can now edit questionnaire structures at any time before the ESG report is aggregated, i.e. even after one or more reporting entities have submitted their ESG data. By doing so, the status of already submitted or even approved ESG data by reporting entities will be set back to in progress. Good to know: When excluding a question that was already filled out and then including it again, the respective content will also show up again, i.e. the content is not lost.

For more information, see Using the Questionnaire Builder.

The GHG module has been enhanced as follows:

For more information, see Editing Data.

The user role ESG Master in ESG Reporting has been renamed to ESG Administrator.

For more information, see User Roles and User Interface in ESG Reporting.

In the ESRS questionnaire, you can attach files to certain questions to provide further information or evidence for your data input. As of now, it is also possible to delete attached files, if necessary.

For more information, see Editing Data.

In case you have deactivated the Double Materiality Assessments option in the master data page and have moved to the questionnaire builder, you can still return to the master data page and activate this option if the double materiality assessment becomes necessary. By doing so, the status of your ESG report will automatically set to Double Materiality Assessments and all the changes that you have made to the ESRS questionnaire will be discarded.

For more information, see Using the Questionnaire Builder.

As of now, you can access the list of canceled ESG reports that had a double materiality assessment (in progress or finalized). To access the list, navigate to the Double Materiality Assessment workspace and click the Canceled reports tab:

Lucanet ESG Reporting now includes the option to include the double materiality assessment as an essential first step in determining the scope of the ESRS questionnaire. If the Double Materiality Assessments option is activated, all reporting entities defined in the master data administration have access to the list of sustainability topics that are relevant to determine the double materiality assessment. The reporting entities are then required to determine whether the sustainability topics have an impact materiality, a financial materiality, or both. This evaluation will automatically be applied to the configuration of the ESRS questionnaire, thereby helping to create a more focused and customized ESRS questionnaire.

For more information, see Performing Double Materiality Assessment.

To ensure that accurate answers are provided, ESG Masters can now assign different users to act as reviewers of the answers provided by the editors. Reviewers usually are subject matter experts and confirm the accuracy of the data provided by the editors, or challenge the accuracy of the provided data. Reviewers can be assigned to any level of the ESRS questionnaire during data collection. An ESG report can only be submitted when all answers to which a reviewer has been assigned are marked as Reviewed.

For more information, see Reviewing Data.

Data from an ESG report can now be imported into Lucanet.Financial OLAP Server using the ETL script Lucanet ESG #3679-ESG-STR.CSV.FOS. The ESG report can be in any status. After the data import, the data can be viewed in Lucanet.Financial Client in a statistical ledger in a hierarchy structure. The ESG data can then be used for consolidation and planning purposes and integrated in Lucanet Disclosure Management. If you would like to use this ETL script, contact your Lucanet contact person or contact Lucanet at Contact↗.

To access the documentation, please start Lucanet.Financial Client and open the online help by clicking the ? menu. The documentation can be found under Lucanet apps | Apps for data transfer (ETL) | _L | Lucanet ESG #3679-ESG-STR.CSV.FOS.

When configuring the ESRS questionnaire, an ESG Master can now assign specific reporting entities to particular sections within the questionnaire hierarchy for editing, such as a category or a question, or unassign these reporting entities accordingly. This feature allows the ESG Master to have more granular control and also allows for a more flexible data collection process, e.g.

For more information, see Configuring the ESRS Questionnaire.

In addition to the possibility to assign reporting entities to particular sections when configuring the questionnaire, an ESG Master can also assign individual users with the user role ESG Data Collector to certain parts of the ESRS questionnaire in the data collection step. This possibility to assign ESG Data Collectors to e.g. categories or guidelines allows for a more focused data collection process and a better alignment with individual enterprise structures. For example, the main responsible person for a reporting entity, i.e. the user assigned to a reporting entity in the master data, can delegate specific questions of the ESRS questionnaire to subject matter experts within their enterprise.

For more information, see Defining Individual Access for Users.

An ESG Master can duplicate ESG reports by cloning an existing ESG report without the collected data. This way, the ESG Master does not have to create all the reporting entities and users again. The ESG Master can then adjust the report name, date, reporting entity selections, users, locations, and group currencies. This will enable comparisons and highlight changes.

For more information, see General Functions in ESG Reporting.

Users can now attach files within the ESRS questionnaire. This feature will enable all users to upload supporting documents, such as details about their electricity provider. By providing additional information, users will enhance the evidence for the input data.

For more information, see Collecting Data.

An ESG Master can display the aggregated data of all reporting entities during data collection. This will allow for real-time aggregation of data without delays.

With this functionality, the ESG Master will be able to see details on individual questions, including how many reporting entities have answered or have not answered yet.

For more information, see Displaying Aggregated Responses During Data Collection.

The data collection has been enhanced as follows to comply with the ESRS XBRL taxonomy:

New filter options have been implemented for the tabs Report overview and Canceled reports in the columns Report name and Status. The filter option facilitates the search for specific reports or for all reports in a specific status, e.g. reports in the data collection step.

For more information, see General Functions in ESG Reporting.

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.

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

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:

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.

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:

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.

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

For more information, see Creating an ESG Report.

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.

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.

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

For more information, see

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:

For more information, see Collecting Data.

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.

For more information, see Aggregating Data.

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

A note can be added to the following actions:

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:

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.