Copy data from an existing ESRS report

When creating a new ESRS report, you can save time by copying data from an existing report.

How it works

When you create a new standard (non-consolidated) ESRS report, you will see a “Copy data from report” dropdown in the creation modal.

From there, you can:

• Select an existing ESRS report to copy from
• Remove the selection at any time before creating the report

If you choose a report, key configurations and data will be automatically transferred to your new report.

What gets copied

If you select a report, the following information will be copied into your new report:

• Scope selection
  • Selected disclosure requirements (DRs) and data points (DPs)
  • Justifications for excluded DRs/DPs
• Data point setup
  • Data point descriptions
  • Data collection methods
  • Entity-specific disclosures
• Collected data
  • Values from previous data collection (both manual and entity data)
• Report content
  • Final disclosures
  • Assessment content and audit documentation

What does not get copied

Some elements are intentionally not carried over to ensure proper data collection:

• Collaboration responses for manually collected data points
• Requests for collaborators or entity data collection
• Data collection progress (the process is not started automatically)

Important notes

• All copied data is pre-filled, but data collection must still be completed in the new report.
• All data points are reset to not completed.
• The report always starts in Step 1, and later steps are locked until you proceed.
  
  

Tracking copied data

For transparency, the system records that data was copied:

• Each copied element includes a history entry
• These entries reference the original report as the source