Getting Started
Follow these 6 steps to go from raw documents to a complete, professional ESG report.
Step 1: Set up your Company Profile
Enter your company's basic information and social/governance data. This covers the VSME B1, B8–B11 disclosures that can't be auto-extracted from documents.
Fill in your company name, headcount, employee safety data, and governance policies.
Go to Company ProfileTips
- You only need to do this once — update it annually
- All fields are optional; fill what you can now and add more later
- Boolean fields (checkboxes) default to 'No' if not checked
Step 2: Upload your Evidence Documents
Upload utility bills, energy invoices, and other ESG evidence documents. Supported format: PDF. Our AI automatically extracts and classifies energy, emissions, and cost data.
Go to Data Entry, drop your files into the upload zone, then click 'Process' to extract data.
Go to Data EntryTips
- Energy bills are classified as Scope 2 (purchased electricity)
- Travel receipts are classified as Scope 3 (business travel)
- Use 'Process' for AI extraction, or 'Sample data' for a quick demo with mock values
- Documents can be moved to Trash and restored later if needed
- Use 'Clear All' to start fresh — it moves everything to Trash, not permanent delete
Step 3: Review & Verify Extracted Data
Our AI automatically extracts key data from each document: vendor name, billing period, energy usage, currency, and cost. Review the results and correct any errors on the Review page.
Click 'Review' on any completed document to open the Review page and verify the extracted fields.
Go to ReviewTips
- Confirmed fields count toward your Data Quality score
- Editing a field automatically marks it as human-confirmed
- Higher data quality = more credible ESG report
- Multi-currency documents are auto-detected and converted using live exchange rates
Step 4: Monitor your ESG Dashboard
The Dashboard aggregates all verified data into ESG KPIs: CO₂ footprint (using a 0.4 kg/kWh grid factor), cost breakdown with multi-currency support, and data quality metrics.
View your real-time ESG performance at a glance.
Go to DashboardTips
- CO₂ is estimated as: energy (kWh) × 0.4 kg CO₂/kWh (IEA global average)
- Costs are auto-converted to your most common currency using live exchange rates
- Mixed-currency totals show an expandable per-currency breakdown
- The data quality bar shows what % of fields have been human-verified
Step 5: Resolve Missing Data Gaps
The Missing Info page identifies ESG data gaps in your reporting. You can upload evidence directly or generate a pre-written email to request data from the right department.
Select a missing item, then either upload evidence or copy a request email to send to the data owner.
Go to Missing InfoTips
- Missing items are pre-categorized by ESG pillar (E, S, or G) and priority
- Uploaded evidence is automatically registered in Data Entry for processing
- Mark emails as 'sent' to track which requests are in progress
- Progress is saved across sessions — resolved items persist after page reload
Step 6: Export your ESG Report
Generate a professional ESG report based on the VSME framework. The report auto-fills Environmental data from your documents and Social/Governance data from your Company Profile.
Open the ESG Report page, select your framework, review all sections, and click 'Print / Save PDF'.
Open ESG ReportTips
- The report follows the VSME Basic Module with 11 disclosures
- Environmental sections (CO₂, energy, scopes) are auto-populated
- Social & Governance sections pull from your Company Profile
- Use 'Print / Save PDF' for a clean, professional PDF output
- The Evidence Register lists every document with its verification status