Publishing an ESG Report
Part 12: Extracting ESG data
Using the Publish Reports function (found on the lefthand side navigation bar), the user can extract an ESG data package to share with internal and external stakeholders. Within the Publish Reports function, users can create a series of report templates for various reporting requirements and reuse multiple times, with high consistency.
12.1. Creating a report template
User clicks on the ‘create a new report template’ button.
The user names the report template and provides a description. Once the report template is created, the user adds the tracked indicators wanting to report on by clicking on the ‘edit indicator list’ button.
Once the tracked indicators have been selected, a default disclosure format can be assigned to each tracked indicator. The options are:
All records in recording period –The export file will show all recorded facts between the selected reporting period.
Last recorded – The export file will show the last recorded fact within the selected reporting period.
Aggregate: Sum – The export file will show the aggregated sum of all record periods between the selected reporting period.
If the user wants to remove an indicator, click on the three dots to remove an indicator.
12.2. Generating report
To generate a data extract, the user names the report and provides a brief description of the report.
If there are missing facts to be record for the selected reporting period, the platform will provide warnings.
On the report setup page, the user will be presented with a total number of indicators with warnings and individual warnings per indicator.
The warnings per indicator may be:
Missing fact(s) – There are facts missing for the selecting reporting period.
Not tracked for reporting period – The tracked indicator is not tracked for the reporting period.
Indicator has existing aggregation of type: Mean – The tracked indicator already has a mean custom calculation function.
When the user clicks on the ‘Missing fact(s)’ hyperlink, it will create a new browser tab, allowing the user to complete missing facts.
12.3. Exporting report
To publish a report, a user would first select the report template that they wish to export, then click "View".
12.3.1. Managing exports
Next, they would click on "Manage exports" to view all drafts and published versions of the report template.
The status of the report drafts is reflected as "Draft" or "Published" accordingly. User may click the "Edit" button to resume work on a draft, or the "New Export" button to create a new export format.
They then fill in the desired report name, reporting period, file format, and description. There are 3 available file formats, Excel(XLSX), Doc(DOCX), and CSV.
Then, users can review the selected indicators and update disclosure formats if required. All changes are automatically saved. User may create multiple drafts of differing exporting formats, save them, and come back to work on them at a later time.
12.3.2. Commentaries
Users may also add commentaries for specific indicators before publishing the report. To do so, user would click on the "Add" button under the right most column; this opens up a right hand drawer that allows user to input commentary.
In the drawer, there is a preview of the facts for that recording period and a text box for the user to input their narrative in reference to the facts. With this preview they can input the narrative confidently in a single screen without having to view the facts in another browser tab. They then submit the narrative. The user can come back and edit this narrative at any time by clicking on the same button that now reads "Edit" instead of "Add".
Commentaries will be included in reports later if users choose to publish in Excel or Word formats.
Once user is satisfied with the state of the report, they can click the "Publish" button to export the report.
12.4. Historical reports
All published reports are recorded under the "Historical Reports" tab. The file name and size, format, date published, as well as the user who published the report are all recorded and displayed under this tab.
Reports can be downloaded again by pressing the "Download" button, but recorded reports cannot be deleted.
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