Copying a Double Materiality Assessment Report

If you want to use an existing Double Materiality Assessment (DMA) report as a basis for a new report, you can copy it when creating a new report. 

When is this feature useful?

Copying a report is especially helpful in the following situations:

• Reviewing existing reports: Revisit a previously completed report and make targeted adjustments.

• Rolling reports forward to a new reporting year: Use a report from the previous year as a starting point for the next reporting period.

• Saving time on similar assessments: If sustainability topics, IROs, and evaluations remain largely consistent, a previous report can serve as a solid baseline.

• Maintaining consistency across reporting periods: Using an existing report helps ensure continuity and traceability in your double materiality assessment over time.

How to copy a Double Materiality Assessment report

1. Go to the overview of your Double Materiality Assessment reports in the ESRS module.

2. Click "New report".

3. Select "Create empty report".

4. Enter the details for the new report (Report name and Reporting period)

5. Use the field Copy DMA report.

6. Select the existing report you want to use as a template from the list.

7. Click "Create".

After creating the report, a new Double Materiality Assessment report will be generated based on the selected source report.

What content is copied?

When copying a report, data from all relevant steps of the Double Materiality Assessment is transferred, including:

• Selected sustainability matters

• IRO list

• IRO evaluations

• Materiality assessment

This provides a solid starting point that you can review and adapt to the new reporting period.

Audit trail in the copied report

Within the report workflow, it is visible that the report was created as a copy of an existing report. You can view this information in the history. To access it, open the three dots menu of the selected item and select History. The original report is linked in the copied report, allowing you to directly navigate to it.

This helps with:

• Comparing the new report with the original report

• Tracking changes over time

• Using previous reports as a documented baseline

Note: The copy function is intended to provide a working basis for a new report. After copying, review all transferred content carefully and adjust it where necessary to reflect the new reporting period, updated circumstances, or new insights.