This article is for all Requesters and explains how to view, navigate, organize, and track your Request list, including how to use Collections and Sample lists to monitor groups of organizations.
Once your Request list has been created and submitted, you can track disclosure progress, monitor engagement, and organize requested organizations throughout the disclosure cycle.
Note: Request lists represent the full set of requested organizations, while Collections and Sample lists provide different ways to group and track subset of those organizations. Capital Market Signatories will only be able to monitor groups of organizations.
Contents
Access your Request list
To view any disclosure cycle Request list:
From your CDP Requester Portal homepage, click ‘Manage Organizations on the navigation sidebar.
You will be taken to the All cycles page where you can view all your Request lists.
Locate the relevant disclosure cycle, click the ‘View’ button on the far right to see the organizations within the chosen Request list.
Returning Requesters will have more than one list available to view in this page, one for each relevant year. First time Requesters will only see the Request list for the current disclosure cycle.
Note: Since 2024, all environmental issues have been consolidated into one list for each cycle. Please note that when viewing any list prior to 2024 this consolidation will not be reflected, as shown above.
An alternative way of viewing your current disclosure cycle Request list:
From your CDP Requester Portal homepage, click ‘Engage Organizations on the navigation sidebar.
You will be taken to your 2026 disclosure cycle Request list.
Click the 'View' button on the right-hand side of the page to see the organizations within your Request list.
Note: this route will only allow you to view the 2026 Request list, please use the previous method to see any prior reported lists.
Request list overview information
Before viewing the information within your Request lists, the ‘All cycles/Manage organizations’ page includes the following information:
Cycle name: Disclosure cycle name.
Year: Disclosure cycle year.
Response rate: Questionnaire response rate (the percentage of organizations in the list that responded to the disclosure request).
Cycle date: Disclosure cycle start and end dates.
Last edited: Date of the last edit to the list.
Status:
Active: Submitted, requesting responses in current disclosure cycle.
Pending: Currently being edited for submission.
Closed: No longer being responded to, or from a previous disclosure cycle.
This provides a high-level overview of engagement across cycles.
Navigate your list of requested organizations
When you open a Request list, you will see all organizations you have requested to disclose to CDP in that disclosure cycle. Please note some fields are only visible before or after Request list submission.
This list consists of:
Requested organization: The name of the company being asked to disclose by the Requester.
Country/Area: The country where the requested organization is based.
Issues: The additional environmental topics an organization is requested on, including Forests and Water.
DUNS: The organizations’ DUNS number. For more information on DUNS numbers, please see ourFAQs on the topic.
View organization details (>): The organization details for the requested organization include general information, issues, data of the disclosure year, identifiers and your reference field.
Response Status:
New (Only option visible before list submission).
Requested (Data has been requested, visible after list submission).
To be removed (Requested organization to be removed from the list).
Before list submission:
Previous response: The status of the previous cycle’s request to the organization.
Last disclosed: The date of last disclosure. It will show as N/A if there is no prior disclosure for this organization.
Industry: The industry or sector the relevant organization is from.
Invited by investors (before list submission): Whether this organization was requested byCDP Capital Market Signatories.
After list submission:
Request status: The current Requests list status of the organization.
Questionnaire progress: Displays a progress bar with numerical values and colors based on the questionnaire completion status, or a green tick if the questionnaire has been completed.
Important: You can only edit organization details before submission of your Request list.
Track response rates and progress
Tracking becomes available after your Request list has been created and submitted, and the questionnaire has launched. Requesters can track the progress of their requested organizations' responses, check their intent to respond, and review the questionnaire's status. For further information, please view our video tutorial on how to track your disclosure request.
On the Portal homepage, you can find an initial overview of this information. The ‘Summary’ bar at the top of the page will display the Request list status, the number of organizations in the list, the percentage of submitted responses, the disclosure cycle year, the submission deadline and the scoring deadline to disclose. From this bar you can use the quick access links underneath to get further information.
The ‘Response rate’ tile in your homepage provides a percentage breakdown by status for your requested organizations. This includes the rate of activations, submissions and post-submission edits. To view a more detailed breakdown of the organizations’ response statuses, click ‘View breakdown’ on the top right corner of the tile. This will take you to the ‘Engage organizations’ page of your Portal.
For Capital Market Signatories this tile is called ‘Response rate (Primary Sample)’.
Use Engage organization to track activity
The ‘Engage organizations’ page provides a central area for monitoring and organizing your requested organizations. From here, you can access:
Your current Requests list
Collections
Sample lists (for Capital Market Signatories)
This page is designed for ongoing tracking and engagement, while ‘Manage organizations’ is used to view lists across cycles.
Note: For detailed guidance and recommendations on tracking responses and support requested organizations with their response, please see our enagage requested organizations page of the Requester Support Hub.
Update Requester reference
Requester references are optional references that can be added by Requesters to disclosing organizations to help identify them in their own internal systems. These identifiers must be unique and have a 50 character limit. To update the Requester reference:
Navigate to your active Request list.
Then within your list, click the arrow (>) on the right side of the preferred organization to open their ‘Organization details’ tile.
Scroll down to the ‘Your reference’ field, click the edit icon and enter the new value.
Once completed, click the red 'Update' button.
Once the organization’s reference has been updated, you will receive a pop-up message confirming the change has been completed and saved.
Organize your list
Requesters can organize a submitted Request list or Sample List by managing columns and using Collections and Samples. Please see our organize Request list page of the Requester Support Hub for further details.
Manage columns
You can tailor the layout of your Request list to help you see the most important information easily. You can manage the order and position of columns, and filter and sort your list based on any column as well. To see these customization options, select the three-dot menu to the right of the column you want to manage.
These options include:
Sort by ASC and Sort by DESC, that allows you to sort the column values in ascending (ASC) or descending (DESC) alphabetical or numerical order, as applicable. If you hover over a column name you will find an arrow beside it. Clicking this arrow will enable you to sort the values in ascending or descending order as well.
Pin to left and Pin to right, Then within your list, that allows you to fix the selected column to one side of your list for easy reference.
Filter, that allows you to filter your Request list view using specific values within a column from a drop-down menu, after choosing an operator and defining the value to filter by. The operators include contains, equals, starts with, ends with, is empty, is not empty and is any of. Multiple filters can be applied simultaneously and cleared when needed. There is also the option to navigate between the columns using the drop-down on the left.
Hide columns, that allows you to remove the selected columns from the view.
Manage columns, that allows you to manage the full list of columns to quickly hide or show multiple columns to adjust your focus on relevant data.
Search and filter
You can also refine your view and locate organizations quickly in your Request list using the ‘Search & filter’ shortcut feature in the top-right corner of your list.
Note: This feature can be used both before and after submitting a Request list but the search field drop-down options available will be different based on the Request list submission status.
To use this feature:
Select ‘Search & filter’, to open the shortcut menu.
Type a search term into the ‘Quick search’ box to see matching organizations.
Select the drop-downs available to see a checkbox list of values that you can filter on.
Select the checkbox to filter your list, you’ll see it reload to apply your filter.
To clear the applied filters or start a new search, select the 'Reset' button on the right.
Sample lists (Capital Market Signatories only)
Sample lists are available to Capital Market Signatories. This is a public list of companies requested to disclose by CDP on behalf of the Signatories. These lists are used to represent portfolios and track disclosure and engagement across selected organizations.
Note: Signatories cannot add or remove organizations from Sample lists.
To view your Sample lists:
Navigate to the ‘Engage organizations’ page from the sidebar.
Select the ‘CDP DISCLOSURE SAMPLE’ tab. This will display by default your ‘Self-Selected’, ‘Fixed Income’ and ‘Primary’ Sample lists with an overview of their response rates.
Locate the relevant Sample list and click the ‘View Sample list’ link underneath it for more information.
Within each Sample list you will be able to view the response statuses and distribution of organizations across countries and industries as well as all the information related to the individual organizations within the list within the ‘RESPONSE RATE’ tab.
Please refer to the instructions provided in the previous section above to search and filter your Sample list within the ‘ORGANIZATION LIST’ tab.
Note: Please also see our video on viewing samples and using collections for any further guidance.
Collections
Collections are available to all Requesters and allow you to organize your Request list or Sample list into smaller, more manageable groups.
You can create a Collection once your Request list or the Sample, as applicable, is submitted, whether or not your requested organizations have accessed the Portal or started their response.
Note: Collections do not change your original Request list.
Signatories can create groups within Sample lists to keep track of the progress that certain groups of organizations make in answering their questionnaires.
You can use Collections to track responses for specific subsets of organizations, monitor engagement more efficiently and tailor communications. Many Requesters, for example might want to send targeted emails to:
Specific regions or geographies.
Organizations who are responding for the first time to provide additional support.
Organizations who have failed to respond in the past.
High-priority suppliers or those which are strategically important to your organization.
Note: CDP provides email templates to help you communicate more efficiently with requested organizations. Please use and download the following templates, such as inviting them to disclose, encouraging questionnaire submission by scoring deadline and post-scoring deadline reminders.
To create a Collection:
Navigate to the ‘Engage organizations’ page.
Open the ‘COLLECTIONS’ tab, then select the ‘Create a new Collection’ button at the bottom. If you have previously created a Collection, the button will appear as ‘+ Create a new Collection’ on the right hand side of the page.
Add some basic details like ‘Collection name’ and ‘Collection description’. These details allow you to easily refer to your Collection later, when you may have several in your list.
Select which Request list you will add organizations from and then tick the checkbox alongside the organizations you wish to add. As a Capital Market Signatory select ‘From a CDP Sample’ as the source list of your Collection, then select the organization(s) to track.
Select the ‘Create a Collection’ button at the bottom to initiate the creation process and then confirm and save your selection in the popup window that appears.
To create another, go back to the Collection tab. You can create up to 12 Collections, and an organization in your Request list can be part of more than one Collection.
To edit a Collection:
Navigate to the ‘Engage organizations’ page and open the ‘COLLECTIONS’ tab.
Select the ‘View Collection’ link underneath the desired Collection you wish to edit.
Next, select the ‘Edit Collection’ button.
Update the necessary fields such as Collection name or Collection description.
Add or remove organizations by selecting them using the check boxes.
Select ‘Update Collection’ at the bottom of the page when you have finished editing, and then once again in the popup that appears to confirm the changes.
To delete a Collection:
Navigate to the ‘Engage organizations’ page and open the ‘COLLECTIONS’ tab.
Select the ‘View Collection’ link underneath the desired Collection you wish to remove.
Next, select the ‘Delete Collection’ button within the Collection.
You will then receive a warning pop up before the Collection gets deleted. Click ‘<- Close’ to keep the Collection or the ‘Delete’ button on the right to proceed with deletion.
The deleted Collection will then be removed from the list of Collections in the ‘COLLECTIONS’ tab. If this was the only Collection previously created, the ‘Create a new Collection’ page will be visible.
Note: Deleting a Collection will have no impact on your Request list. Collections are a tool to help you organize your Request list; any edits you make to Collections are separate from the list.
To download a Collection:
Navigate to the ‘Engage organizations’ page and open the ‘COLLECTIONS’ tab.
Select the ‘View Collection’ link underneath the desired Collection you wish to download.
Next, select the Download Collection’ button within the Collection.
To confirm the download, click the ‘Download Collection’ button once more in the popup that appears.
The portfolio will be saved as an Excel file with the following information: Requested Org Name, Invited Org Name, BIC, DUNS, ISIN, LEI, Ticker, Industry, Activity Group, Activity, Country, Reference Number, Response Status and Previous year response status.
Download your Request list
Once you’ve opened your Request list either from the ‘Manage organizations’ or ‘Engage organizations’ page after following the instructions provided previously, you can download your Request list as a .csv file. To do this:
Click the grey ‘Download’ button, found on the far right hand side of the page, above the Request list.
In the pop-up message that appears, click the red ‘Yes, download’ button to confirm.
The downloaded file will contain the following fields: Requested Org Name, Invited Org Name, BIC, DUNS, LEI, Ticker, Industry, Activity Group, Activity Country, Reference Number, Contact Email address, Forest Issue (Y/N), Water Issue (Y/N), Response Status and Previous year response status.
Note: We recommend tailoring your communications with suppliers based on their response status. You can then download a list of all organizations with a particular response status or for all organizations within a Collection.
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