Overview Page

In the first half of the Overview page, you will see:

  • At a glance

    • Horizontal bar that displays the progress per disclosure, which is calculated based on the completion of the checklist and displayed.

  • Reporting boundaries

    • This card displays the list of entities that are included within the scope of your sustainability report.

    • Easily see the selected entities along with the overall progress of the project.

    • Reporting year of the project

  • Topics Selection

    • This card displays the list of topics that are included within the scope of your sustainability report.

    • Topics section is based on the topics selected before launching the project

    • Edit topics - If you want to edit the ESRS topics, click on this option.

  • Users in this project

    • This card displays the list of users associated with this project.

    • Mouse hover on the avatar to see the full user name.

    • View Users → Click on this link to see the full list of users in a slider flyout where you will have more options.

      • Add users - Admins should be able to add new users to this project and set the respective role.

      • Remove users - Admins should be able to remove users from the project.

In the second half of the Overview page, all disclosure requirements are presented by status and checklist, encompassing both numerical and narrative data. 

Assign Owners: It is also possible to assign responsible owners to each specific numerical or narrative data point.

Status: If a disclosure requirement is assigned to any status, it will be shown on the overview page. The available statuses are as follows:

  • Not Started
  • In Progress
  • Done

Checklist: The checklist on the overview page indicates the total number of completed items.

Was this article helpful?
0 out of 0 found this helpful