Ready to build? Here’s your interactive step-by-step Storylane walkthrough.
Click on the Disclosures module from the left side menu
Click on the "Create New Project" button on the top right corner
-
Enter all the required details and create a new disclosure project
Disclosure report name
-
Reporting Year
You can select the reporting year while creating the disclosure project. Once the project is created, the reporting year cannot be modified.
-
Business Entity
-
Determining which entities to Include in a Consolidated CSRD Report. This field lets you select the business entity while creating a project. Once the project is created, the business entity cannot be modified.
Pro-Tip: The business entity must be established within the account prior to initiating any disclosure project, as it is a required prerequisite.
-
Once the CSRD project is created, the next step is to select ESRS topics based on your double materiality assessment.
Select as many ESRS topics based on your reporting need and click on “Save ESRS Topics” button.
Click on the ⌄ icon to expand each ESRS topic to see all the associated disclosure requirements.
To know more information about the specific disclosure requirement, you can mouse hover on the disclosure requirement and click on the “More Info” option. This will open up a panel with an AI summary of the disclosure requirement.
Once the ESRS topics is saved, you are navigated to the Overview page.