Two Leaf LogoTwo overlapping leaves on a teal background, representing sustainability and growth. CSRD Pro
Step-by-Step Guide

How CSRD Reporting Works

Follow our simple step-by-step process to collect all the data needed for your VSME Basic CSRD report. We'll guide you through each section with clear explanations and examples.

Your CSRD Reporting Journey

Company Setup

Basic company information and reporting scope

Data Collection

Gather financial, environmental, and social data

Review & Validate

Check your data and fill any gaps

Generate & Share Report

Create and share your professional CSRD report

1

Company Information

Start by providing basic information about your company and what you'll be reporting on.

Company Information - Sites Question

What you'll need:

  • Company name and legal structure
  • NACE codes (business activity codes)
  • List of all company sites/locations
  • Reporting scope (individual or consolidated)

Pro Tip

If you're unsure about your NACE codes, you can find them in your business registration documents or use the EU's NACE code lookup tool.

2

Financial Information

Provide basic financial data for the reporting period. This helps determine your company's size and reporting obligations.

Financial Information Question

Required financial data:

  • Total balance sheet amount
  • Total turnover/revenue

Data Sources

You can find this information in your annual financial statements, profit & loss statements, or balance sheets for the reporting year.

3

Sustainable Practices

Document your existing practices, policies, and future initiatives across key sustainability areas.

Sustainable Practices - Climate Change

Sustainability areas to cover:

  • Climate change mitigation
  • Pollution prevention
  • Water and marine resources
  • Biodiversity protection
  • Circular economy principles
  • Workforce rights and conditions
  • Business conduct and ethics

Practice Types

Practices: Current actions (e.g., recycling, energy saving)

Policies: Formal frameworks (e.g., environmental policy)

Future Initiatives: Planned projects (e.g., fleet electrification)

4

Environmental Data

Collect quantitative data on your environmental impact, including energy consumption, emissions, water usage, and waste generation.

Environmental Data - Energy Usage Question

Environmental metrics to collect:

  • Energy consumption (electricity, gas, fuel)
  • Greenhouse gas emissions (Scope 1 & 2)
  • Water consumption and withdrawal
  • Waste generation and disposal methods
  • Pollutant emissions (if applicable)

Data Sources

Most of this data comes from utility bills, fuel receipts, waste management invoices, and water meter readings. Our platform helps you organize and calculate metrics automatically.

5

Workforce & Social Data

Report on your workforce composition, diversity, training, and working conditions.

Workforce & Social Data - Minimum Wage Question

Social metrics to collect:

  • Total number of employees (headcount)
  • Gender distribution and diversity metrics
  • Training hours and development programs
  • Health and safety incidents
  • Employee turnover and retention rates
  • Wage information and compensation practices

HR Data Sources

This information typically comes from your HR system, payroll records, training logs, and health & safety reports. Most SMEs already track much of this data.

6

Governance & Ethics

Report on any governance issues, convictions, or fines related to anti-corruption and anti-bribery laws.

Governance & Ethics - Convictions Question

Governance data:

  • Number of corruption/bribery convictions
  • Total fines for violations

Good News

Most small businesses will have zero convictions and zero fines. This is typically a straightforward "0" entry for most companies.

7

Review & Validation

Review all collected data, check for completeness, and validate that your information meets VSME Basic requirements before generating your report.

Review & Validation - Report Preview

Review checklist:

  • All required fields are completed
  • Data units and formats are correct
  • Calculated metrics are accurate
  • Compliance status shows all green
  • Evidence documents are attached (if needed)

Built-in Validation

Our platform automatically checks your data against VSME Basic requirements and highlights any gaps or issues before you generate your report.

8

Generate & Share Report

Once all data is validated, generate your professional CSRD report in PDF format. Share it with stakeholders, investors, or regulatory bodies using a secure shareable link. The report is formatted according to VSME Basic requirements and ready for submission or publication.

Generate & Share Report - Share URL interface

Report features:

  • VSME Basic compliant format
  • Professional PDF export
  • Secure shareable link for stakeholders
  • All sections and data included
  • Ready for submission or publication

Export Options

Generate your report as a PDF for official submission, or create a secure shareable link to send to stakeholders, investors, or regulatory bodies. Control access permissions and regenerate the report anytime with updated data.

Ready to Start Your CSRD Report?

Follow this step-by-step process in our guided platform and create your compliant CSRD report in minutes.