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.

Reports section selection

From the Report tab, select Sustainability reporting.

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, TCFD, GRI, and CSRD ESRS E1 so you can select any of these 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.

GRI: World's most comprehensive and widely use standards for voluntary reporting. We provide the quantitative outputs for General Disclosures, Economic Performance, Energy, Water and Effluents, Emissions, Waste, and Diversity and Equal Opportunity.

CSRD ESRS E1: Topical standard on climate change covering emissions, reduction targets, transition and mitigation plans for companies mandated to report under the EU's Corporate Sustainability Reporting Directive (CSRD). We provide quantitative outputs on relevant targets, fuel consumption, emissions, and carbon credits.

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 includes 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. 

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.

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:

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.

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.

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.

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.

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.