Report introduction

Leveraging the Report Environment: Generating Insights and Managing Attachments

The Report Environment is designed to give clients full control over report generation and evidence management. This section is divided into two distinct environments: Reports and Attachments, providing a comprehensive view of both narrative reports and supporting documentation.

1. Reports

In this environment, clients can generate detailed narrative reports based on their account data. Users have two options:

• Standard Templates: Pre-built templates that provide a quick and structured report using default formatting aligned with industry standards.
• Personalized Templates: Customizable templates that allow users to create tailored reports to reflect their unique data structure and reporting needs.

2. Attachments

The Attachments section gives clients an overview of all evidence uploaded within the data points. This feature ensures that all supporting documentation is easily accessible and organized, enhancing the reporting process with verifiable data.

With the Report Environment, users can generate narrative reports and manage their evidence with ease, ensuring transparency and alignment with their ESG goals. Whether using standard or customized templates, this environment simplifies the reporting process while maintaining access to critical data points and their supporting attachments.