Exporting a disclosure

Edit online

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 Actions > Export in a disclosure.
You can export the following details from the response and the related question:
  • Question
  • Framework details
  • Envizi ESG Suite guidance
  • Methodology
  • Response
  • Links
  • Attachments
  • Category
  • Assignee
  • Reviewer
  • Approver
  • Contributor
  • Status
For responses in static and dynamic tables, in Microsoft Excel output, the row number is listed and each subquestion code and subquestion is displayed along with the response.

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

  1. In Sustainability Reporting Manager, find your disclosure, and click Export.
    The Export dialog for the disclosure opens.
  2. Specify the format of the file export.
  3. Select the level of details to include.
    All details are enabled by default.
  4. Optional: Enable the option to download attachments.
  5. Click Export.