Organisation structure —
Included entities consolidate at 100%; entity-indicator combinations excluded in the scope console consolidate at 0%. Equity-share weighting is not applied.
Clients open on this year. Advance it only when you're ready to collect the next financial year — earlier years stay editable via “Change year”. (A December year-end client keeps filling FY2026 in early 2027 until you advance it here.)
Report branding
Add this client's logo to the cover of the generated PDF report so it reads as their board document. PNG, JPG, WebP or SVG — a transparent background works best. Large images are scaled down automatically.
Client support contact
Shown to this client when they click Contact JRC in the sidebar. Usually the lead consultant for this account. Leave blank to use the JRC general inbox.
Employee categories (platform-wide)
Drive every "by category" indicator. Within each category, gender and age each total 100%.
Economic value distributed — categories (GRI 201-1)
These are the stakeholder groups for "Direct economic value distributed". Edit to match how your company reports (e.g., LBS / Mah Sing). Economic value retained is calculated automatically.
⚠ Offboard & delete client
Permanently deletes and everything we hold for it — data entries, configuration, evidence files (the actual uploaded documents), in-app snapshots, audit history, and the client's user logins. This cannot be undone. Use it only when offboarding a client at the end of an engagement.
- required — full-scope Excel with the calculation audit
- Type the exact client name to confirm:
Frameworks & industry —
Industry-specific indicators only appear when a matching industry is set.
Choose your GRI sector for sector-specific disclosures (e.g., Oil & Gas, Mining), or “General” for universal GRI only. Enables GRI automatically.
FTSE indicators — sector or uploaded review files
Use the company's FTSE industry sector, or upload the client's FTSE review files (ESG + Climate). The platform reads each file (column H applicability = “YES”, column C indicator code), matches the codes to the library, and builds a custom FTSE list for this client — flagging any codes that need to be created as custom indicators.
SASB Standard — one industry per company
Each company maps to a single SASB industry. Choose the disclosure topics below; clients only see and complete the metrics under the topics you enable.
Indicator availability
Custom indicators
Add client-specific indicators. Give it a pillar and a framework reference (e.g. FTSE, SASB) with a code, then add one or more fields — each can be a number (with unit), percentage, currency, or text. Mix numbers and text in the same indicator if a question needs both. They appear in data entry, company data and exports like any other indicator.
People & permissions
Each person is tied to an entity and sees only assigned pillars. They receive an email invitation to set their own password.
Assurance & year lock
Backups
Your data is backed up automatically by the secure managed cloud database (daily backups with point-in-time recovery). There's nothing to manage here. To roll back a specific change, the audit trail below shows who changed what and when.