Export your questionnaire response from the CDP Portal

This article is for Disclosers and provides guidance on how to export your questionnaire response from the CDP Portal.
 

Contents

• Overview
• How to export your questionnaire
• Steps to export the questionnaire
• Steps to open and update table of contents in the questionnaire export

Overview

Once you have completed the onboarding process, setup your questionnaire as a company or city, state or region and started filling out your questionnaire, you can export your response to Word for drafting and collaboration.

Disclosers will be able to choose to download the entire questionnaire or select sections only. Please note, it is recommended to be used online only as it can be a long document (up to 2000 pages). Word exports are now also available for translation in CDPs supported languages (Spanish, Portuguese, Chinese and Japanese).

Note: you cannot import the Word export into the Portal.

Important: Word exports will generate a download that only includes your organisation’s response data. This means that unchecked options, unanswered questions and unselected answers will not be shown.


How to export your questionnaire

Steps to export to the questionnaire

1. Sign in to your Portal and navigate to your questionnaire.
    
2. Select the ‘Download’ icon, found on the top right corner of the ‘Questionnaire’ page. Select ‘Word’ as the export format. Then click ‘Continue’.

3. Next, two options will appear as shown below. Here Disclosers can either decide to export the entire document by selecting ‘Export entire questionnaire’, or an individual section of the questionnaire by selecting ‘Export by section’ instead.

4. Once you have decided the type of export, select the red ‘Export’ button to finalize this process.

Please note that the Word document only shows answered questions, allowing users to use this for printing and sign off. You cannot import a Word document into the Portal.

Steps to open and update table of contents in questionnaire Word export

1. Please first refer to the previous subsection steps to download the Word export from the questionnaire.
    
2. Once you have downloaded the export, if this is the first time you are opening the document, you will see the following Microsoft Word message. Here, click ‘Yes’.

3. Following this, an ‘Update Table of Contents’ popup will appear. Here, select ‘Update page numbers only’ and then select ‘OK’.

4. The document will then open with the page numbers updated in the table of contents. Please save the document now.

5. If the contents have not updated. Right click over the table of Contents, and then select ‘Update Field’.

6. You will now see the ‘Update Table of Contents’ popup. Here, select ‘Update page numbers only’ and then select ‘OK’.

7. The Table of Contents should now be updated. Please save the document.

• How to submit your questionnaire response as a disclosing company
• CDP Portal onboarding steps for disclosing companies
• CDP Portal onboarding steps for disclosing Cities, States and Regions
• Access the CDP Portal as a Discloser