Exporting a disclosure
Export one or more disclosure responses to a file to share with internal stakeholders or members of your organization.
About this task
You can export disclosure responses to a PDF file, a Microsoft Word file, or
an Microsoft Excel file.
Note: While the PDF and Microsoft
Word formats export all questions, the Microsoft Excel exports only questions
that contain responses. Each row in the Microsoft Excel file represents a
response.
Note: When you export a PDF, tables that have more than 6 columns are rendered
vertically to improve readability.
The Export dialog can be opened in two ways:
- By clicking Export on a disclosure card on the Sustainability Reporting Manager home page.
- By clicking in a disclosure.
- Question
- Framework details
- Envizi ESG Suite guidance
- Methodology
- Response
- Links
- Attachments
- Category
- Assignee
- Reviewer
- Approver
- Contributor
- Status
If you enable the option to include attachments in the exported details, a folder is included in
the downloaded files for each question in the disclosure that has a related attachment. The folder
name is the name of the disclosure question. For example, some of the folders that are download for
a disclosure that includes response to a TCFD framework include TCFD.Gov.RDa
and
TCFD.Gov.RDb
.
Procedure
-
In Sustainability Reporting Manager, find your disclosure, and click
Export. The Export dialog for the disclosure opens.
- Specify the format of the file export.
- Select the level of details to include. All details are enabled by default.
- Optional: Enable the option to download attachments.
- Click Export.