Introducing ESRS Consolidation: Simplified and Automated Reporting

Modified on Thu, 20 Nov at 1:14 PM

We are excited to announce a new enhancement to our ESRS reporting platform — ESRS Consolidation. This feature streamlines the process of creating comprehensive, consolidated reports by bringing together multiple source reports into a single, unified document. It leverages automation and intelligent summaries to save time and improve accuracy.


Key Benefits 

  • Centralized Data Collection: Easily combine multiple ESRS reports into one consolidated report, providing a clear overview of your ESG disclosures.
  • Role-Based Access: Permissions are straightforward — report managers and admins can manage all aspects, while auditors can view reports in read-only mode.
  • Guided Workflow: The process is intuitive, guiding users through creating, reviewing, and finalizing consolidated reports step-by-step.
  • Automated Summaries: Use AI-powered will automatically generate summaries of data points and final paragraphs, reducing manual effort. 
  • Time-Saving Automation: Optionally, generate complete answers and summaries automatically, speeding up report completion.


How It Works — High-Level Overview 

Creating a Consolidated Report

  • Users start by selecting the option to create a new report and choose "Consolidated Report".
  • They provide a report name, specify the reporting period, and select multiple existing ESRS reports to include.
  • The system takes all relevant data from these source reports, ensuring the consolidated report reflects the state at creation time.


Managing the Consolidated Report

  • The process is divided into three clear steps:
    1. Step 1: Review and select Disclosure Requirements (DRs) and Data Points (DPs) for each category. Users can see which items are included from source reports and access detailed inputs if needed.
    2. Step 2: Summarize data by reviewing answers from source reports or generating automatic summaries with a click of a button. Data collection is simplified, with options to overwrite or generate answers via AI.
    3. Step 3: Finalize the report by reviewing and confirming the final paragraphs, with options to incorporate AI-generated summaries for each disclosure.


Visuals & Data Representation 

  • Donut charts display the progress within each category, showing how many data disclosures and datapoints are completed or included.
  • Users can drill down into specific disclosures to review details, history, comments, and attachments, ensuring transparency and accuracy.

  




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