Get Started Quick Guide

Start your first report by choosing any one option given below -

Use an existing reporting framework – create a report that is comprised by a subset of disclosures from a single published reporting framework; such as GRI, SASB, HKEX, etc.
Create a custom reporting template – build a report based on custom-written disclosures that may be specific to your organization and/or choose disclosures from published frameworks to build a custom template.
Create report(s) via file upload – create a downloadable Excel template that can be populated offline and uploaded to bulk publish

Select any framework & enter reporting details -

The reporting period defines what time interval the data in the ESG report is relevant for.

Data Entry -

At this stage, the user is presented with the data entry screen, where they can finally begin inputting data into their report.

Reporting Figures -

Each framework follows a hierarchy of varying levels, from sections to disclosures to metrics to sub-metrics. The smallest possible group of reporting data our platform stores is called a 'reporting figure', which is considered a single answer to a disclosure.

Report Finalisation -

Add cover page, cover layout, content page, logo, introduction & report settings.

Preview & Publishing-

The following screen provides users with the ability to preview the PDF version of the report. This generally takes a minute or two to load, given the report is being rendered live when we reach this page.

Users can browse the content and click on the Back button if they identify something that needs a change.

Approval Flow - Users can optionally request approval against the report to one or many e-mail addresses. Currently, this will e-mail them a copy of the report in PDF format, and allow them to simply approve or reject it, while optionally providing comments.
This page will track the status of approval if the process is required. Otherwise, users can proceed to publish.

Report Published -

Congratulations! This completes the end-to-end journey of starting a report against an existing reporting framework all the way to publishing it.