Generate and edit the disclosure report

Steps

1. 1

   Open Reports and select Generate Report

   In ESG and Carbon select Reports. This list holds every disclosure report produced for the entity; it is empty for now. Select Generate Report.

   • Select Reports0 (0)
   • Select Generate Report
2. 2

   Choose the report type

   Open Report Type and choose the framework the report is written for. The choices are MOCCAE Climate Report, DFM ESG Disclosure, ADX ESG Disclosure, GRI Standards, ISSB, TCFD Report and Internal Report. Choose GRI Standards. Year is already filled with the reporting year, 2026.

   • Select Report Type
   • Choose GRI Standards
3. 3

   Select Generate and wait for the draft

   Select Generate. ComplianceOS gathers the year's emissions, metrics and targets, and the AI assistant writes the report sections. This can take a minute or two. The box then closes and the report is listed with the status Draft.

   • Select Generate
4. 4

   Select View to open the report

   Select View on the report's line. The top of the report shows the framework, status, year and the date it was generated. Approved By and Marked as submitted are empty. Below are the totals for Scope 1, Scope 2 and Scope 3 in kilograms, taken from the emission records.

   • Select View
5. 5

   Read each section

   Scroll through the sections: Executive summary, Environmental, Social, Governance, UAE regulatory alignment, and Methodology and notes. Each carries a label saying where its text came from; AI-generated means nobody has edited it yet. Check every figure and claim against your data.

6. 6

   Select Edit on the Executive summary

   Scroll back to Executive summary and select Edit beside its heading. The text opens in a box you can type in. Under it are a box for instructions to the AI assistant and three buttons: AI draft, Cancel and Save.

   • Select Edit
7. 7

   Correct the text and select Save

   Change or add what is needed. Here a sentence is added at the end to say which months the figures cover. Select Save. The section's label changes to Edited with today's date, so a reviewer can see which parts a person has worked on.

   • Select Save

   

8. 8

   Ask the AI assistant to redraft a section

   Scroll to Methodology and notes and select Edit. In Instructions for the AI draft, say what you want changed, then select AI draft. The button reads Working while the assistant writes.

   • Select Edit
   • Type Instructions for the AI draft (optional): State that Scope 3 covers water, waste, recycling and business travel…
   • Select AI draft
9. 9

   Review the redraft and select Save

   A message says the AI draft is loaded: review it, then save. The new text is in the box and nothing has changed in the report yet. Read it with care and correct it if needed, then select Save. The label becomes AI draft, reviewed.

   • Select Save
10. 10

    Resolve any placeholders

    Where the assistant lacked a figure it may leave words in square brackets, such as DATA NEEDED. If it did, an amber box above the sections lists each one and the section it is in, and the report cannot be sent for review, approved or submitted until every one is replaced. Select Edit on each section named, replace the bracketed words with the real figure or a plain statement, and select Save. The amber box then disappears.

    • Select Edit
    • Select Save
11. 11

    Download the draft as a PDF

    On the report's line, select the download icon, the arrow pointing down. The report is saved to your computer as a PDF you can pass round for comment. Nothing is sent to anyone from this screen.

    • Select Download
12. 12

    Select Send for approval

    When the report is ready, select Send for approval on its line. The status changes to In review, and the report appears in the Approvals inbox of the people who may approve it. Editing a section from now on restarts that sign-off.

    • Select Send for approval
13. 13

    Leave the approval to someone else

    Approve still shows on the line. If you select it, the box that opens says you prepared this, so someone else has to approve it, and its own Approve button is greyed out, just as for the materiality assessment. The report is already in the approvers' inbox; the next lesson is that person's.