Skip to main content

Generating Your ESG Report

Learn how to generate, review, and finalize your ESG report using EXO.G's powerful tools.

Accessing the Report Generator​

  1. After completing your disclosure topics, click Editor to open the ESG Report Assistant.
Generate First Report Section

Using the ESG Report Assistant​

  1. Select a disclosure topic to generate the report
    • Ensure all relevant ESG indicators are filled
    • Review data completeness

Tracking Report Progress​

Each report section can be tracked using status indicators:

  1. Click the status icon next to each section to update its progress:
    • To Do: Section not started
    • In Progress: Currently being worked on
    • In Review: Ready for review by team
    • Completed: Section finished and verified
    • Backlog: Scheduled for later completion

This helps you and your team:

  • Track overall report progress
  • Identify sections needing attention
  • Coordinate review processes
  • Plan work efficiently
  • Ensure audit compliance
Report Draft Progress

Editing and Review​

  1. Review the generated content:

    • Confirm data accuracy
    • Customize company branding
    • Customize formatting

  2. Use ESG Specialist Agents for:

    • Report analysis
    • Data interpretation
    • Text improvement

Using AI Tools​

Our AI tools help you:

  • Improve writing quality
  • Fix errors and inconsistencies
  • Add content where needed
  • Address specific questions or doubts
  1. Open the AI Toolbar by right-clicking
AI Tools Menu
  1. Choose between many options, such as Add to AI prompt:
Example AI prompting
  1. Choose the most qualified agents, from the options and add a specific task to it and Generate:
Asking help for trained specialized AI Agent
  1. Choose wether to replace selected text or to append at the report section.

Finalizing Your Report​

  1. After completing all disclosures:
    • Review the complete document
    • Make final adjustments

If everything is fine and all report sections are completed:

  • Click Publish Report to save it securely and trigger the report generation
  • Click in Download Report
Generate Full Report and Download
  1. Publishing options:
    • Download PDF version
    • Share with stakeholders
    • Publish as a website (coming soon)
Generated Report

Best Practices​

  • Review each section thoroughly
  • Use AI suggestions wisely
  • Maintain consistent formatting
  • Include executive summary
  • Verify all data points
  • Add supporting documentation
  • Update section statuses regularly

Next Steps​

After generating your report:

  • Share with relevant stakeholders
  • Keep updated with the main Dashboard page
  • Plan for next reporting cycle by using our Roadmap tab
    • Document lessons learned
    • Generate Tasks from Insights
    • Follow-up and collaborate in multiple threads from tasks
  • Monitor performance of indicators with insights in the Performance tab
    • Set up monitoring triggers for next period
    • Add Policies, Actions and Targets to your datapoints
Dashboard

Need assistance? Click on Onboarding Help. Also, our ESG specialists are available through the in-app chat or at support@exo-team.com.