How to share your report

Share your report with you customer

✍Once you have filled in all required questions, check the Share box in the final section (Finalize and share), to complete your submission.

🚀You will be redirected to the Reports page, where you will notice that your reporting request has moved from Accepted ➜ to Submitted in the status column.

Share an existing report

This section explains how to share an already completed report to a new customer request. If you have previously completed a report in response to a data request by one customer, you can reuse the same report for another customer requesting data for the same facility or organization.

Any submitted report requiring more data will appear in the More information requested section of the Report page.

🔁When you share the report, you will only need to set:

✚To add the additional information requested:

Go to the report your customer is requesting data for.
Open the report you want to share and/or fulfil.
If you already have completed the relevant yearly report, Secaro will allow you to use the existing report instead of creating a new one.
Enter the allocation % for the new customer.
Check whether the customer has requested any additional information. Any data provided to answer a former data request is greyed out.
When finished, select Add answers to report. Alternatively, if you wish to edit previously submitted data, select Edit full report.

Check request is complete

To check a request from your customer is complete:

Click Report in the top-bar menu.
Scroll to find the right section for the request you want to check is complete:

🏢Organization: This is a request for organization-level data.

🏭Facilities: This is a request for facility-level data.
Look for the request and check the submission is marked as 'Submitted', under the status column.

Your customers may also ask for additional information as part of their request. Be sure to check if there are any such requests in the relevant sections:

1. More information requested

Hover over the report in question and select Edit in the Actions column.

The previously shared data will be grayed out, and new fields will be editable.

Enter the requested information for any new fields.

Scroll to the bottom of the page and select Add answers to report to share the updated information.
2. Customer questions

Customer questions are typically organization-level questions attached to a facility-level report. For example, if a buyer asks for your sustainability targets, this would appear under the customer questions section.

Once both your reporting request and any additional information requests for the same reporting and customer have been marked as submitted, your request is complete.

💡Customer questions can only be answered by a user with organization admin permissions.
📝See article: Manage user permissions for more information.

A) New customer’s allocation %	B) Answer any additional questions they may have.