Demo helper GRI Reporting Cycles · Admin wireframes · Option A Page 5 of 12 · Wizard 2 · Scope Invented data · Bluefin Foods Group (fictional tenant)

New reporting cycle

Follow the steps below to create a reporting cycle for Bluefin Foods Group. Creation produces a draft; activation is a separate action on the final step.
Basics
Framework and period
2
Scope
Organizations in scope
3
Methodology lock
GWP, approach, conventions
4
Review and activate
Verify and activate
Scope comes from the Reporting Boundary. Boundaries remain the system of record; this step references the existing structure and never edits it. Reporting Boundaries admin
All organizations
Sets isAllOrganization: true and forces the organization list empty. Turning this on clears and disables the tree below.
Company level selected
isCompanySelected · an independent boolean, combinable with either mode below
22 of 45 units in scope Select allUnselect all
Bluefin Foods Group · group root · 5 business units · 45 units beneath
Aquaculture · business unit · 3 entities · 6 sites
0 of 10 in scope
Processing and Canning · business unit · 3 entities · 8 sites
12 of 12 in scope
Bluefin Processing Singapore · legal entity · Singapore
4 of 4
Jurong Cannery · plant
Tuas Cold Store · cold store
Senoko Smokehouse · plant
Bluefin Processing Indonesia · legal entity · Indonesia · 3 sites
4 of 4
Bluefin Processing Malaysia · legal entity · Malaysia · 2 sites
3 of 3
Cold Chain Logistics · business unit · 3 entities · 5 sites
5 of 9 in scope
Bluefin Cold Chain Malaysia · legal entity · Malaysia
3 of 3
Shah Alam DC · distribution center
Johor Bahru DC · distribution center
Bluefin Cold Chain Singapore · legal entity · Singapore · 1 site
2 of 2
Bluefin Cold Chain Vietnam · legal entity · Vietnam · 2 sites
0 of 3
Retail Brands · business unit · 3 entities · 5 sites
0 of 9 in scope
Corporate Services · business unit · 2 entities · 2 sites
5 of 5 in scope

Selected ids are stored sorted and deduplicated. Collapsed branches keep their selections; per-branch counts include every unit beneath, expanded or not. Ticking a branch ticks its whole subtree; a green dash marks a branch with a partial selection.

Annotation · not proposed UIPM condition 2026-08-23: this step must never limit tenants to a narrow cookie-cutter shape. The tree is the tenant's existing boundary structure at whatever depth it has; search and collapse handle real-tenant scale. Drawn deep on purpose.
Annotation · not proposed UIOrg scope is a resolution input, and its canonical serialization is part of cycle identity for collapse and idempotency (spec 4.9): all-organizations forces an empty id list, ids are stored sorted and deduplicated. A same-months, same-framework pair that differs only in org scope is treated as overlap and is not supported in I1 (spec 8.3 step 1), so 409 CYCLE_OVERLAP can fire even when the org selections differ.
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