Note: Only an administrator can complete the following authoring task.
If you want to create a corporate report that is not covered by the standard Diligent reports then you can create a custom report type.
- In Diligent ESG Author, select Custom.
- In the Report Name field, enter a descriptive name for the custom report, such as Training Sustainability Report.
- In the Short Name field, enter a short name that you can use when tagging a report to another report. You can use the same name as in the Report Name field or use a shortened version such as TSR.
- In the Report Year dropdown, select the relevant financial year such as FY2022.
- In the Report Type dropdown, select where this custom report type can be found when opening it later. For further information about report types and adding them, go to Adding a category value in Managing Author module settings.
- (Optional) In the Report Category dropdown, select what category this custom report will be included in. For further information about report categories and adding them, go to Adding a report category in Managing Author module settings.
- (Optional) In the Previous Year Report dropdown, select a reports folder or grouping to copy this report into.
- Select Create.