Categories
Sustainability reporting

Updated: Septemeber 2023


Table of contents


Overview

How-to-guide

Onboarding

Reports section selection

Available reporting frameworks

Selecting your timeframe

Marking something as relevant

Adding, editing, and viewing data

View entries

Add data

Adding notes and attachments

Downloading the content index

Definitions

FAQs


 

Overview

Our reporting system is built to align with the sustainability frameworks you select. Whether you choose CDP, TCFD, or other frameworks, we automatically format the data you enter in the Measure section of the app to meet the specific reporting requirements of your chosen frameworks. 


How-to guide 

  

Onboarding

When you first onboarded, you would have seen the option to select the frameworks that you want to track against if your main goal was to calculate your emissions. If you selected one of the frameworks at this point, you will also see those frameworks toggled on in the reports section, and your default configurations for each location will be set based on what fields are applicable to each framework/disclosure selected. To change these selections, see the next section.sr1.png

  

Reports section selection

From the Report tab, select Sustainability reporting.

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This section is your hub for all things sustainability reporting. You can learn more about the difference between frameworks, disclosures, certifications, and assessments from this page. You can also select frameworks that are relevant to you by using the toggle on the top left of each framework card, and see what disclosures are coming soon. The left navigation is how you dive deeper into a single framework.

  

Available reporting frameworks

We currently support CDP and TCFD, so you can choose either of those to see the related reporting tables.

CDP: Typically completed in response to investor or customer requests. Aggregates disclosures for the climate change survey for sections C4, C5, C6, C7, and C8. CDP reports take time to complete through their portal and, while this Sustainability reporting feature dramatically streamlines the process, we recommend that you give yourself ample time to complete the CDP survey.

TCFD: Focuses on climate risk disclosures for investors. We provide the quantitative outputs for TCFD pillars 4b and 4c.

Please note that the outputs that we provide for these frameworks are not exhaustive, since we can only provide data for the indicators you track in our app. For example, a full CDP report include information on your various decarbonization initiatives and climate risks and opportunities. While the bulk of TCFD is made up of descriptions of your policies and plans when it comes to climate risks and opportunitities. We can only produce data for you if it is data that we already store in our app. This means that the data we provide to you for these fraweworks is emissions data and carbon targets data (if you've saved carbon targets in our app). In the future, we will be releasing new features for understanding your climate risks and opportunities as well as tracking decarbonization initiatives. As we develop new features, you will be able to export any data you save in them for these frameworks. 

CDP & TCFD

Selecting your time frame

Once you have selected your from the left nav, you will land on that framework's page and see a data table.  Your first step is to select your base year and reporting timeframe. The reporting year is the date range/year that you are using for your report.

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In specific sections of the CDP table you can also change your base year. Many companies have different base years for different emissions categories. For instance, customers may have been tracking Scope 1 and Scope 2 for five years, but only started tracking business travel and commuting two years ago and maybe this year they’re adding PGS. Those companies would have three different base years in that scenario. Because CDP allows for it, it makes it easier for companies not to have to change their base year and abandon all their previous performance tracking every time they add another Scope 3 category. Few companies tackle all categories at once in the same year. You can do this directly from the table or from the edit symbol at the top near base year to pull up the following modal:

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Marking something as relevant

Each row of data has a three dotted kebab at the end where there are several options, including the ability to mark a data point as:

  •           Relevant
  •           Not relevant
  •           Not evaluated

These correlate to your own reporting, meaning you can select any of these options as they pertain to your company. We include them because CDP asks for them for each datapoint, so, if you'd like, you can choose your relevance evaluation here.

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Adding, editing and viewing data

From the kebab on the right, you can also view/add data for a specific line. A modal will appear that explains what metrics the disclosure line item is comprised of, and you can open the accordion to view more details/understand the deeper levels.

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View entries

If you click View entries from this modal, a new tab will open and you will be brought to the ledger page in the relevant category, filtered to the correct start and end date based on your reporting year. When you delve deeper into one of these specific entries, the selected framework will be highlighted with a note underneath that names the data point you selected/entered from—e.g. if CDP is highlighted, and the selected data point is described below as Disclosure: Scope 1 – Stationary Combustion. You will also see that the pieces of data that go into that calculation are highlighted in the form as well. This is meant to be a helpful guide to ensure you know what information has gone into each calculated field.

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Add data
If you click Add data, you will also be brought to the relevant category, but this time you will land on the data entry page. Again, your framework will be highlighted on the left and the data point you selected will be named underneath and highlighted in the entry page. 
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You can add data directly from this page, via bulk upload, or through integrations.

Notes and attachments

At a line item level in the table customers can also add attachments and notes by clicking the small post-it icon. These are important for record keeping, additional details, etc. It if your choice if you want to include these notes in your submission to CDP, your TCFD report, etc.

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Downloading the content index

Customers can easily download all the information in the table plus additional breakout information that is necessary for some disclosures by clicking the Download button on the top right. An excel file that has all the framework data point names, your values, and additional details including notes will be generated.

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Definitions

Carbon Disclosure Project (CDP) - An international non-profit that facilitates annual carbon emissions and emissions-related disclosure through their Climate Change survey. Companies can report to the survey voluntarily or they may be asked to report to it by an investor or another company in their supply chain (usually a customer).

Taskforce on Climate-related Financial Disclosures (TCFD) - An international organization that develops recommendations on how companies disclose their climate-related risks and opportunities for investors, shareholders, and the public.


 

 

FAQs

Is Sustain.Life able to electronically transmit my CDP submission for me?

CDP is currently piloting a disclosure API that would allow us to submit data to CDP on your behalf. We are anticipating in 2024 CDP will release this API to everyone. At that time we plan to incporate it into this feature to make submission even easier.

Can Sustain.Life help me prepare the other data I need to complete the CDP or TCFD reports?

This feature is only capable of outputting data that you are storing in our app. In general, that means we support the emissions, energy, and carbon target portions of CDP and TCFD. As we develop new features and add them to our platform to support developing other types of sustainability reporting (such as climate risks and opportunities), their outputs will become available in this feature.

 

 


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