VSME & SME Reporting 8 min read

VSME Data Collection Checklist: Every Data Point You Need (2026)

ExecutESG Team 20 May 2026

You've decided to create a VSME report. Good. But before you open any software or spreadsheet, you need to collect the right data — and most of that data already exists somewhere in your company.

This checklist tells you exactly what to gather, where to find it, and who in your company has it. Print it, share it with your team, and check off each item as you collect it. When every box is ticked, you're ready to start your VSME report in 15 minutes.


How to Use This Checklist

The VSME standard has two modules:

  • Basic Module (B1–B11): 11 disclosures, ~50 data points. Required for all VSME reports.
  • Comprehensive Module (C1–C9): 9 additional disclosures, ~42 more data points. Optional — for SMEs seeking green financing or responding to advanced supply chain requests.

This checklist covers the Basic Module first (what most SMEs need), then the Comprehensive Module for those who need to go further.

The "if applicable" principle: If a disclosure is not relevant to your business, you mark it as "not applicable" and move on. A software company does not need biodiversity data. A logistics firm does not need water consumption data. Only collect what's relevant.


Before You Start: Company-Wide Information

These data points are needed for Disclosure B1 (Basis for Preparation) and your general company profile.

#Data PointWhere to Find ItWho Has It
Legal company nameBusiness registrationCEO / Finance
NACE industry codeBusiness registration documents, or ask your accountantFinance
Country of registration
Registered address
Reporting period (start and end date)Usually your financial year (e.g., 1 Jan – 31 Dec 2025)Finance
Total number of employees at reporting dateHR headcountHR
Annual net turnover (€)Annual financial statementsFinance
Balance sheet total (€)Annual financial statementsFinance
Module selected (Basic or Comprehensive)Your decisionManagement

Checklist by Department

🏢 From Finance / Accounting

These data points feed into B1 (Basis), B3 (Energy & GHG), and B11 (Governance).

#Data PointDisclosureNotes
Annual electricity consumption (kWh)B3Find on your electricity invoice — look for "annual consumption"
Electricity source (grid, renewable PPA, on-site solar)B3Check your energy contract
Annual heating fuel consumption (kWh or m³)B3Gas, district heating, or oil invoices
Type of heating fuel (natural gas, oil, district heating)B3Same invoice
Annual transport fuel consumption (litres)B3Fuel card statements or fleet management records
Type of transport fuel (diesel, petrol, LPG)B3Same records
Company vehicle fleet size (if applicable)B3Fleet register
Total fines paid for corruption/bribery (€)B11Legal / compliance records. For most SMEs: €0
Number of convictions for corruption/briberyB11Legal / compliance records. For most SMEs: 0

Pro tip: If you don't know your energy consumption in kWh, check your latest electricity bill. It always shows annual or monthly consumption. Multiply monthly by 12 if needed. ExecutESG's built-in GHG calculator automatically converts your raw energy data into Scope 1 and Scope 2 emissions — you don't need to do the math yourself.


👥 From HR / People Operations

These data points feed into B8 (Workforce general), B9 (Health & Safety), and B10 (Remuneration & Training).

#Data PointDisclosureNotes
Total headcount (at reporting date)B8Include all employees
Headcount by gender (male / female / other)B8From HR system
Headcount by contract type (permanent / temporary)B8From HR system
Headcount by employment type (full-time / part-time)B8From HR system
Employee turnover rate (%)B8(Leavers ÷ Average headcount) × 100
Number of work-related injuriesB9H&S incident log
Number of work-related fatalitiesB9H&S incident log. For most SMEs: 0
Lost-time injury frequency rate (LTIFR)B9(Lost-time injuries ÷ hours worked) × 1,000,000
Whether H&S training is provided (yes/no + description)B9Training records
Gender pay gap ratio (if tracked)B10Payroll data
Whether collective bargaining agreements existB10HR / Legal
Average training hours per employeeB10Training records
Whether a living wage policy existsB10HR policy documents

🏭 From Operations / Facilities

These data points feed into B4 (Pollution), B5 (Biodiversity), B6 (Water), and B7 (Resource Use & Waste).

#Data PointDisclosureNotes
Whether the company produces air, water, or soil pollutantsB4If not in manufacturing/chemicals: "Not applicable"
Types and quantities of pollutants (if applicable)B4Environmental permits or monitoring records
Whether operations are near protected biodiversity areasB5Check your site location against Natura 2000
Whether a biodiversity policy existsB5For most office-based SMEs: "Not applicable"
Annual water consumption (m³)B6Water utility bills
Whether the company operates in a water-stressed areaB6Check WRI Aqueduct
Total waste generated (tonnes)B7Waste contractor invoices
Waste recycling rate (%)B7Waste contractor reports
Types of waste (general, hazardous, electronic)B7Waste manifests

Reality check: For a typical 40-person service company, disclosures B4 (Pollution), B5 (Biodiversity), and B6 (Water) are often marked as "not applicable." Don't waste time collecting data for topics that genuinely don't affect your business.


📋 From Management / CEO

These data points feed into B2 (Practices, Policies and Future Initiatives).

#Data PointDisclosureNotes
Description of sustainability practices already in placeB2Write 2-3 paragraphs in plain language
List of existing environmental or social policiesB2e.g., recycling policy, remote work policy, code of conduct
Planned future sustainability initiativesB2e.g., "plan to install solar panels in 2027"
Whether ESG is discussed at board levelB2Yes/No + brief description

Comprehensive Module Add-On (C1–C9)

Only collect this data if you are completing the Comprehensive Module — typically for green financing applications or advanced supply chain requests.

#Data PointDisclosureWhere to Find It
Detailed strategy and business model descriptionC1Strategic planning documents
Material IROs (Impacts, Risks, Opportunities) identifiedC2Internal risk register or management discussions
GHG reduction targets (Scope 1, 2, optionally 3) for 2030C3Management decision — set if not yet defined
Climate-related physical risks (floods, heat, drought)C4Insurance assessments, location-based risk tools
Climate-related transition risks (regulation, technology)C4Strategic planning
Scope 3 emissions estimate (optional)C5Spend-based calculation or supplier data
Detailed pollution quantities and management plansC6Environmental monitoring data
Human rights due diligence policyC7Legal / compliance documents
Detailed supply chain sustainability practicesC8Procurement records
Anti-corruption training and whistleblower mechanism detailsC9Legal / HR

The Quick-Start Summary

If you're a typical 20-50 person service or manufacturing company, here's what you actually need:

  1. Your electricity bill (annual kWh) — 5 minutes to find
  2. Your heating/fuel bill (annual kWh or litres) — 5 minutes to find
  3. Employee headcount by gender and contract typeask HR, 10 minutes
  4. Workplace injury recordsask H&S lead, 5 minutes
  5. A 2-paragraph description of what you already do for sustainabilitywrite it yourself, 10 minutes
  6. Waste and recycling data (if available) — check waste contractor, 10 minutes
  7. Corruption/bribery convictions and finesalmost certainly zero

Total data collection time: 45–90 minutes.
Total report creation time with ExecutESG: 15 minutes.


Ready to Start?

Now that you've collected your data, you have three options:

  1. Fill in the EFRAG Excel template manually (free, but slow and no automated calculations)
  2. Use ExecutESG's free VSME module — our guided wizard walks you through each disclosure, auto-calculates your GHG emissions, and exports to PDF, Word, or XBRL with one click
  3. Read our complete VSME Standard guide to understand what each disclosure means before you begin

Need help understanding the standard itself? Read our VSME Standard Explained: The Complete Guide.

Want the step-by-step walkthrough? Follow our How to Create a VSME Report in 15 Minutes tutorial.

Looking for software to automate the process? See our comparison of the best VSME reporting tools.


Frequently Asked Questions

How many data points are in the VSME Basic Module?
Approximately 50-51 data points across 11 disclosures (B1-B11). However, many of these may be "not applicable" depending on your industry, which reduces the actual collection effort significantly.

What if I don't have exact data for some fields?
The VSME allows estimates where exact data is unavailable. For example, if you don't have precise waste tonnage, you can use your waste contractor's annual summary or estimate based on bin pickups. The key is transparency — state that the figure is estimated.

Do I need to collect Scope 3 emissions data for the Basic Module?
No. Scope 3 (value chain emissions) is only included in the optional Comprehensive Module (C5). The Basic Module requires only Scope 1 (direct emissions) and Scope 2 (purchased electricity/heat).

How often do I need to collect this data?
Once per reporting period (typically annually). If you use software like ExecutESG, your previous data is saved, so subsequent years only require updating the numbers — not recollecting everything from scratch.

Can I delegate data collection across my team?
Yes — and you should. This checklist is organized by department precisely so you can forward the relevant section to each department head. In ExecutESG, you can invite team members to collaborate on specific sections.

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