This article is for Requesters and provides guidance on how to view and navigate your Request list in the current disclosure cycle and any previous disclosure cycle if you are a returning Requester.
Contents
To view a disclosure cycle list, first click ‘Manage organizations’ on the left navigation panel in your homepage. This will take you to the ‘Manage organizations’ page where you can view all your Request lists. To see the organizations on these lists click the ‘View’ button on the right.
If you are a returning Requester you will have more than one list available to view in this page, for each previously disclosed year. If this is your first year as a Requester you will only see your list for the current disclosure cycle.
From 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 in the example below.
Before viewing the information within your Request lists, the ‘Manage organizations’ page includes the following information for each list:
- Cycle name: Disclosure cycle name
- Year: Disclosure cycle year
- Response rate: Questionnaire response rate (the percentage of organizations 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 for responses in current disclosure cycle
- Pending: Currently being edited for submission
- Closed: No longer being responded to, or from a previous disclosure cycle
View your list of requested organizations
Viewing a Request list will show all organizations you have requested to disclose to CDP in that disclosure cycle. The list consists of:
- Requested organization: The name of the company being asked to disclose by the Requester.
- Country: The country where the requested organization is based.
- Issues: The additional environmental topics an organization is requested on, including Forests and Water.
- 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.
- Invited by investors (before list submission): Whether this organization was requested by the CDP Capital Market Signatories.
- Questionnaire progress (after list submission): 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.
- 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).
- DUNS: The organizations’ DUNS number. For more information on DUNS numbers, please see our FAQs 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.
The view of the Request list will be different depending on if the list is being viewed before or after submission.
- View of the Request list before submission:
- View of the Request list after submission:
You can change how the columns are displayed and sorted by navigating to the preferred column name and clicking the three dots beside it. This will provide a series of options that will allow you to change the order of the columns and values in your view of the Request list.
The first two options allow you to sort the column values in ascending (ASC) or descending (DESC) alphabetical or numerical order, as applicable. The following two options allow you to pin columns, either to the left or right of the Request list.
Note: 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.
The filtering feature allows you to filter your Request list view using specific values within a column from a dropdown 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.
The ‘Hide column’ button allows you to hide columns from the view. The ‘Manage columns’ button allows you to hide or unhide specific columns by using the toggle button next to it.
You can search for organizations and filter by specific fields before and after submitting a Request list. The 'Search & filter' button can be found in the top-right corner of the list and includes:
- Quick search
- Last disclosed
- Country
The search field options will present different filtering options based on whether the list has been submitted or not. Questionnaire sector and invited by investors search options will only be available before the Request list has been submitted. The Questionnaire progress and Response status search options will appear after list submission.
To use the search and filter function, click the ‘Search & filter’ button and either:
- enter your text in the 'Quick Search' field,
or
- select values from the dropdown menus.
To clear the applied filters or start a new search, click the ‘Reset’ button on the right.
You may also find the following articles helpful:
- Overview of Help Center guidance for Requesters
- Create a Request list from a previous list
- Remove organizations from your Request list
- Track a Request list as a Requester
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