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Create a Statement on your Growth journey

Learn how to generate a sustainability statement in the Klappir Platform and get ready for audits and stakeholder sustainability disclosures.

Access Statements reports

To generate a statement, follow these steps:

 

Navigate to Statements:

    • Access Statements from the site navigation menu.
    • Click Reports, then select Statements.

Set Statements report parameters

Before generating a statement, define the data you want to include by setting the following parameters:

Name your statement: Choose a "Name" for your statement that will help you refer to it internally and externally.

Report Type: Select the "Type" field to choose the "reporting template" that structures your data.

Fiscal Periods: In the "Fiscal Period" field, select the reporting periods you want to include. Note: Include multiple periods to include meaningful comparisons of your activities and impact.

Asset Group (Optional): If you want to generate a statement specifically for an "asset group" that you have created in your Asset List, you can simply select the desired group from the options in the Group drop-down menu. Note: If left blank, the report will include all data in your account. 

Period Type: Choose which part of the year you want to include: Full Year (default), Half-Year, Specific Fiscal Quarter.

Currency and Currency Scaling: Select the currency in which financial values will be displayed. Choose how values are presented (e.g., thousands, millions, or billions).

Base Year (Reference Only): Displays your organization's reference year. You can adjust the base year in System Settings.

This structured process ensures that you obtain accurate and relevant sustainability data for reporting and strategic analysis.

Complete your statement

The base you build in Accounting is the foundational information that will appear in your Statement. The data in Accounting is your live data. Whereas when you get to Statements you can take your chosen snapshot to communicate your results and share them with stakeholders.

1. See any key data missing?

    • Make sure you have the information you need in Accounting so the data gets fetched for your Statement. Note: The data in Accounting is your live data, in Statements you can take your chosen snapshot to communicate your results and share them with stakeholders.
    • Fetch the data you have added and/or updated in Accounting with "Get New Data". 

2. Exclude any category you do not want to add to your statement.

    • You can simply select the section and chose "Exclude From Statement".

3. Contextualize your results

    • Make comments and add a narrative to explain your results in the Notes icon.
    • You can review and complete your comments anytime in the NOTES tab in the top right corner of the Statement feature.


4. Review your statement description

    • Switch to the DESCRIPTIONS tab in the top right corner of the Statement feature to access detailed statement text that will be visible as the introduction to your statement. You can decide which statements you would like to include or not, and edit the titles to reflect your statement needs. 

Switch between the Operational Parameters, Environmental, Social and Governance tabs in Statements to review, edit, or/and add notes on the metrics for your statement.

5. Want to work on your statement outside or the platform?

    •  Head to "Statement Overview", select your statement, and choose "Export". You can export your statement at any time to review and discuss with your team before making changes in the platform.
      Tip: Export to pdf to get a look at what your final statement will look like. 


6. Publish your Statement

    • When you Statement is finalized, head to "Statement Overview" and select "Publish". Note: When you select publish to close the books and lock your statement.

Your homework

  • Align with your team about which report you will be generating.
  • Practice generating a draft statement.

Still unsure how to create a statement? Find support from our partners, or reach out to the service desk for additional guidance.