Note: You can only access these settings if you are an Administrator.

The settings for the Author module are located in two tabs, Manage Report Categories and Manage Reporting Years. Use the Manage Report Categories tab to add the report types that you want to use in Author and the Manage Reporting Years tab to add the years that these reports relate to.


Adding a report category

You can add report categories for reports such as Carbon Disclosure Project (CDP), Annual Sustainability Report, or Weekly Performance Report.

  1. In Diligent ESG Author, select Report Settings and select the Manage Report Categories tab.
  2. In the Add New Category field, enter a name for the new report category, and select Add New Category.
  3. Select Save and select OK.
  4. (Optional) To delete a report category, in the Existing Report Categories field, select the report category that you want to delete and select the Delete icon X.


Adding a category value

Category values are optional and you do not require them to file a new report. You can add and use category values within report categories if you want to have numerous instances of the same report but for different business units, regions, or countries. 

  1. In Diligent ESG Author, select Report Settings and select the Manage Report Categories tab.
  2. (Optional) In the Existing Report Categories field, select a report category to view the existing category values in the Category Values field.
  3. In the Add New Value field, enter a name for the new category value, such as Training Report, and select Add New Value.
  4. Select Save and select OK.
  5. (Optional) To delete a report category, in the Category Values field, select the category value that you want to delete and select the Delete icon X.


Adding reporting years

  1. In Diligent ESG Author, select Report Settings and select the Manage Reporting Years tab.
  2. In the Add New Reporting Year field, enter the year that you want to add. The system automatically sets the start and end dates as today's date.
  3. In the Existing Reporting Years field, select the year that you just added, and in the Start Date and End Date fields, enter the start and end dates for your companies financial year. 
  4. Select Save and select OK.
  5. (Optional) To delete a reporting year, in the Existing Reporting Years field, select the year that you want to delete and select the Delete icon X.