Creating, managing and submitting your Request list

This article is for new and returning Requesters and contains a step-by-step guidance on the whole Request list workflow. In particular on how to create, manage and submit your Request list in the CDP Portal. Please note that if your organization also discloses or is requested to do so, or you are a member of multiple requester programs, you will need to ensure that you are navigating in the correct Portal view before reading this article. This guidance can be found in the first couple of sections of our article on accessing and navigating the CDP Portal as a Requester.

Contents

• Create or copy a Request list

  • Create a new Request list

  • Copy a preious Request list

  • Upload a CSV file

• Add organizations to your Request list

  • Using search filters

  • Create new entry

  • Request organizations to respond to specific environmental issues

• Remove organizations from your Request list

• Submit your Request list

• Adding late requests

Create or copy a Request list

Request lists can be generated by either creating a new Request list or copying a previous cycle Request list. If this your first time requesting data through CDP, you will need to create a new Request list. If you’re a returning Requester, we recommend copying a previous Request list to get started.

Create a new Request list

Please note that only Requester Admins have the ability to create a list, please see our article on CDP Portal Requester roles and managing team members for more information.

If this your first time requesting data through CDP, you will need to create a new Request list. This is a list of all the organizations you want to request data from. To do this:

1. On the Requester homepage, select ‘Create a list for this cycle’, or navigate and select ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. Next, select the current disclosure cycle row and then click ‘Create a list for this cycle’ in the popup that appears.

3. You will then be presented with three options to create your list. Select ‘Add from database’ and then click ‘Continue’.

Note: Requesters have the option to request either the subsidiary for which they have a direct business relationship with or the subsidiary’s parent company. For further guidance, see our guidance on requesting parent or subsidiary companies article.

4. Please refer to the followingsections of this article for further instructions on adding your desired organizations.

Important: once you have finished adding all the organizations in your Request list, the last step is to submit it. Please visit the last submitting your Request list section of this article for guidance and information on this.

Copy a previous Request list

If you are a returning Requester, we recommend copying a previous Request list. This is the quickest way to get started. For further information, please see our video tutorial on using a Request list from a previous cycle. We recommend returning Requesters use this method of list creation first, before adding organizations individually using the CDP database.

1. On the Requester homepage, select ‘Create a list for this cycle’, or navigate and select ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. Next, select the current disclosure cycle row and then click ‘Create a list for this cycle’ in the popup that appears.

3. From the three options presented, select ‘Use an existing list’ and then click ‘Continue’.

4. Choose the list you want to copy and select ‘+ Copy this list’. You can also click ‘View all lists’ to see all lists available. You may only select one list to copy over.

Note: If you have requested companies on multiple environmental issues in the past, we encourage you to copy over the largest list of companies.

5. Once a previous list is selected, all organizations from that list are automatically copied over and they will appear in your Request list page, which can be found by navigating back to ‘Manage organizations’.

From your Request list page, you can add or remove organizations from the list, edit environmental issue assignments and organization details, and submit your Request list. For further guidance on these topics, please visit the following sections in this article.

Note: If you see 'Network request failed', don't try to copy your list again; it is loading in the background. Return to the homepage and wait 30 minutes, then navigate to ‘Manage organizations’ page to check if your list has appeared.

Important: If you have missing DUNS numbers in your list, you will see a warning message at the top of the Request list page informing you of how many organizations are missing DUNS. Clicking the ‘MISSING DUNS’ tab to view these organizations. Please visit the article on resolving issues with DUNS numbers for more information.

Upload a CSV file

As a Returning requester, you can make bulk edits to your Request list via a CSV file upload. We advise you to only use this method if you have robust records of your requested organizations’ DUNS numbers and need to bulk upload contacts, requester references, or amend/add forest and water requests. For further information, please see our Uploading a Request list using CSV and resolving file upload errors article.

Important: We recommend that you only upload a CSV file to make bulk edits to your Request list after it has been created for example to remove a large number of organizations if you are a returning Requester.

Add organizations to your Request list

To add a new organization after your Request list has been created, you will need to first navigate to your list. To do this:

1. Navigate and click ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. In the ‘Manage organizations’ page, click ‘View’ on the Request list for the current disclosure cycle (2026).

3. In the banner at the top of your Request list, click ‘+ Add an organization’.

4. This will take you to the ‘Add an organization’ page where you can search for the appropriate organizations within the CDP database using specific filters. Please see the followingUsing search filters section of this article for instructions on using the filters and finding the correct organization.

5. Once you have found the organization(s) you would like to add to your Request list, click ‘+ Add’ button on the far right and then click the ‘+ Add organization’ popup that appears to confirm your selection. Successfully selected organizations will appear as ‘Added’ to reflect this.

6. To review your new Request list in full, scroll to the bottom of the ‘Add an organization’ page and click the red ‘View list’ button at the bottom. To add contact information for your requested companies, see ourProviding your Disclosers with access to the CDP Portal article.

Important: Every time you add a new organization to your list, you must resubmit the list to send the new requests. See the submitting your Request list section towards the end of this article for more details.

Using search filters

To add organizations, you will need to search for these organizations from CDP’s database using appropriate values in the different filters, such as:

• Search by Organization name: The easiest way to begin your search for an organization is by using their name. An exact match is not essential. For example, searching for “Corporation” will return multiple organizations with Corporation in their name. Do not include legal entity abbreviations such as Ltd, S/A, or Plc. For best search results, enter only the first name of the organization in the ‘Organization name’ field and the country of headquarters in the ‘Country/Area’ field.

• Search by Country/Area: To search by country, you can either scroll down to select a country from the drop-down list or type the country name in the filter.

• Search by Organization ID type - Unique organization ID or DUNS number: The Portal contains powerful search features to help you identify specific organizations using unique organization IDs. To find organizations using this filter, you must enter both an ID type and the full organization ID. The search button will be disabled otherwise. The system will return exact matches only. To search without this filter, click ‘Clear all filters’ on the top right. Available ID types are as follows:

  • DUNS number(recommended) - The Dun & Bradstreet D-U-N-S Number is a unique nine-digit identifier assigned to a single business entity.

  • LEI - The Legal Entity Identifier (LEI) is a reference code - like a bar code - used across markets and jurisdictions to uniquely identify a legally distinct entity that engages in a financial transaction.

  • Ticker - A ticker or stock symbol is an abbreviation used to uniquely identify publicly traded shares of a particular stock on a stock market. Tickers are arrangements of symbols or characters representing specific assets or securities listed on a stock exchange or traded publicly. A stock symbol may consist of letters, numbers, or a combination of both.

  • BIC - BIC means Bank Identification Code, or Bank Identifier Code. It is an 8 to 11-character number that is used to identify a specific bank when you make an international transaction.

  • ISIN - International Securities Identification Numbers, or ISINs, are the unique 12-digit numbers that are recognized by the International Standards Organization as security identifiers for cross-border securities transactions.

Note: Please visit our article on how to find and select an organization using DUNS numbers and resolving any DUNS related issues for further guidance.

• Search by Industry: To search for organizations by industry, you can either scroll down to select an industry from the dropdown list or type the industry name directly in the filter.

• Search by Organization Type: Requesters can filter organizations by selecting either Other, Company, City, National Government or States & Regions as the organization type from the dropdown. To search for only companies, you will have to select ‘Organization Type’ and then select ‘Company’.

• Clear all filters: You can clear all filters and start a new search by clicking the ‘Clear all filters’ button in the top right of the page, next to the red Search button.

Once you have filled in the information, click the ‘Search’ button to view the results.

Important: For best results, we recommend searching for organizations with a variety of filters.

Create new entry feature

If you are unable to find the organization you would like to add to your Request list using the ‘Add an organization’ page of the Portal, you can use the ‘Create new entry’ feature. This tool connects directly to the Dun & Bradstreet DUNS number database. For additional information please refer to our FAQs on DUNS numbers.

Important: The 'Create new entry' feature should only be used if you are unable to locate an organization via the ‘Add an Organization’ page on the Portal. Using the ‘Create new entry’ first may prevent you from requesting the entity already known to CDP, leading to the creation of duplicate records, a misdirected request, and lower response rates.

To access the ‘Create new entry’ feature:

1. Follow the steps outlined in the previous sections of this article and navigate to the ‘Add an Organization’ page.

2. Next, select the red ‘Search’ button to reveal the ‘Create new entry’ button which will appear on the right- hand side of the page, as shown below.

To use the ‘Create new entry’ feature:

1. Follow the steps outlined in the previous sections of this article and navigate to the ‘Add an Organization’ page.

2. Next, select the red ‘Search’ button to reveal the ‘Create new entry’ button which will appear on the right- hand side of the page, as shown below.

3. Once any additional information has been filled in, click ‘Search’ to display the organizations which have come up as a match for your search.

Note: There may be multiple results. To make sure you select the right organization for your Request list, check that the following details are correct:

• Organization name

• Country

• Address (if applicable)

4. Once you have assessed the results and found the correct organization, select the organization and click the red ‘+ Add to list’ button at the bottom

Request organizations to respond to specific environmental issues

Your membership may allow you to request Disclosers on specific environmental issues such as Forests and/or Water. This can be done on an individual basis or in bulk via a CSV file.

To request individual Disclosers to respond to specific environmental issues:

1. Navigate and click ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. In the ‘Manage organizations’ page, click ‘View’ on the Request list for the current disclosure cycle (2026).

3. In your Request list, locate the relative organization and select the ‘arrow’ icon (view details) on the far right of the organization row.

4. In the ‘Organization details’ window, select the ‘edit’ icon (edit issues) in the ‘Issues’ section.

5. Add or remove the issues you want the organization to respond to.

6. Scroll down and select the ‘Save’ button to confirm changes.

You can make bulk edits to your Request list offline and upload the updated list as a CSV file. Uploading a file will overwrite your Request list, so consider speaking to your Account Manager first. For more information, please visit our Uploading your Request list using CSV and resolving file upload errors article.

Note: For any questions about your membership benefits or adding environmental issues to your request list, please reach out to your Account Manager.

Remove organization from your Request list

This section provides guidance on how to remove organizations from your Request list. You can remove organizations from your list at any time before the requested organization activates the questionnaire.

Note: If you wish to remove an organization that has already started the questionnaire, please contact our Customer Support Team through the Help Center. When raising this case please select the category ‘Request Support’ and subcategory ‘Request List & DUNS Number related Support’ to ensure your case goes to the right team.

To remove organizations from your Request list before they start responding, complete the following steps:

1. Navigate and click ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. In the ‘Manage organizations’ page, click ‘View’ on the Request list for the current disclosure cycle (2026).

3. In your Request list, locate and select the one or more organization(s) to be removed. This would highlight the selected organization(s) row.

4. Next, in the banner at the top, select ‘Remove from list’ button, as shown below.

5. In the popup window that appears, select the red ‘Yes, remove’ button to confirm.

Important: If you have already submitted your Request list before removing the organization(s), you will need to resubmit your list to save the changes. To do this, click the red ‘> Submit list’ button on the far right of the top banner. For more details, please see the ‘Submit your Request list’ section of this article below.

Submit your Request list

Once you have created and finalized your Request list, the last step is to submit it, to begin the process of inviting organizations to disclose. This can be done in two different ways: from ‘Manage organizations’ and ‘Engage organizations.’ Please note 

Timeline: Request list submission deadline is w/c June 8. Any requests added after this date will be subject to approval by the Discloser. For more information see the Adding late requests section at the end of this article.

Before submitting your list:

• Check that the contact details are complete and correct for all organizations, if you are sharing this information with CDP. After you submit your list, CDP will send invites to all organizations with a listed contact email address. See theProviding your Disclosers with access to the CDP Portal article for instructions on adding contact information.

• Any changes made after you submit your list will need to be done manually, as the CSV upload functionality will no longer be available. You will need to resubmit your list after any changes for these to take effect.

From Manage organizations:

1. Navigate and click ‘Manage organizations’ from the expandable sidebar on the left hand side of the page.

2. In the ‘Manage organizations’ page, click ‘View’ on the Request list for the current disclosure cycle (2026).

From Engage organizations:

1. Navigate and click ‘Engage organizations’ from the expandable sidebar on the left hand side of the page.

2. In the ‘Engage organizations’ page, select the ‘View list’ button with ‘eye’ icon on the right hand side of the page.

In both cases:

3. You will be taken to your Request list page, here click the red ‘> Submit list’ button on the far right of the top banner. Remember, you will not be able to submit your list if there are missing DUNS numbers. Please visit the article onresolving issues with DUNS numbers for more information.

4. Select ‘Yes, submit’ in the popup window that appears.

5. After following these steps, your Request list will be submitted.

6. The Request status for your current disclosure cycle list, visible in the ‘Manage organizations’ or ‘Engage organizations’ page will change to ‘Active’. You will also receive an automated email to confirm that your Request list was submitted successfully.

Note: After submitting your Request list, your requested organizations will be invited to disclose. They will receive another automated email when the CDP Portal opens for Disclosers.

Adding late requests

Once you have created and submitted your initial Request list you can continue to update your list, adding and removing requests. After Discloser launch on w/c June 8, any new requests to Disclosers will be considered as “late” requests. Disclosers will be empowered to accept or decline these late requests via their CDP Portal.

Any late requests will appear in the ‘IN REVIEW’ tab at the top of your Request list page, upon re-submission of the Request list. Only once the late request has been accepted by the Discloser will the organization appear in the ‘ALL ORGANIZATIONS’ tab. Any late requests that Disclosers decline or do not respond to will remain in the ‘IN REVIEW’ tab of the Request list.

We recommend contacting the added organizations to inform them of their new request and encourage them to accept it.

Important: After every newly accepted request, a Discloser must manually re-submit their questionnaire set up to update the questionnaire. This will ensure data synchronization and allow the Discloser to select the new Requesting Supply Chain Member in Supply Chain questions. Any questionnaire progress already made will be retained when re-submitting the questionnaire set up.

You may also find the following articles helpful:

• Access and navigate the CDP Portal as a Requester

• Uploading your Request list using CSV and resolving file upload errors

• Resolving issues with DUNS numbers

• Viewing and tracking your Request list

• Providing your Disclosers with access to the CDP Portal

• Guidance on requesting parent or subsidiary companies