Overview

As a responding company, you use Group Reporting to complete registrations a requesting company has assigned to you, inside your normal Position Green workflow.

Finding your assignments

Group Reporting appears in the Data Reporting menu. Open it to see:

• which requesting company the work came from
• which registrations need attention and how much work is outstanding

Complete assigned reporting

From Group Reporting, you open assigned registrations and work in the same registration flow you already use elsewhere in Position Green. As you work, changes are visible to the requesting company in real time, so both sides can follow progress. 

Suggested data

What is suggested data? It's an optional way to speed up reporting: when you and the requesting company report on the same framework and version (for example, both on ESRS v2.1), Position Green can pull answers from your own registrations in Data Reporting and suggest them on the assigned Group Reporting registration. It's a convenience, not a requirement — manual entry always works, and you decide whether to accept, edit, or ignore any suggestion.

As you work, a registration's status reflects where suggested data stands: it starts as Awaiting source if suggested data is connected, moves to Suggestions available once the underlying source registrations are confirmed (insert them all at once, or one at a time), and can later flag as updates available if source data changes after you've already inserted a suggestion. Nothing is entered on your behalf without your action.

Once suggestions are available, you can insert all at once — which inserts every suggestion currently available — or insert one at a time by opening a registration and accepting or skipping each suggestion individually, which may be preferred if you want to check a value against its source before accepting it. Anything still awaiting source is left untouched either way.

Access and collaboration

• The reporter responsible for Group Reporting is assigned by the requesting company.
• Any user with the controller role in the responding company can view and edit Group Reporting registrations. 
• You can invite colleagues as collaborators to help complete registrations you can access.
• You can comment on registrations you can access, and mention anyone else who also has access to that same registration — including requesting-company users.

What happens to your data

Data you enter through Group Reporting belongs to the requesting company's reporting context. It won't show up in your own company's exports, analytics, tabulate, etc. Group Reporting is a way to report into the requesting company's context, not a way to duplicate data back into yours.

FAQ

Can auditors see comments and reporting activity?

Activity within the registration, including comments, is visible to users who have access to the registration, including auditors with the appropriate permissions.