To help guide data collection or ease report index creation, you can connect ESG Program metrics to ESG Explorer content they align with.
Note: In ESG Explorer, you can select which content applies to your ESG reporting — and your ESG Program metrics — from the ESG Admin panel.
Tip: To align metrics to a framemwork or standard not included in ESG Explorer, you can create custom program tags based on the content.
Connect metrics to ESG Explorer content
You can connect metrics and ESG content from:
- The metric's Related ESG content from ESG Program
Tip: From Related ESG content, you can connect a metric to multiple disclosures in ESG Explorer.
- The content itself from ESG Explorer or the metric's Explore panel
Tip: From ESG Explorer or the Explore panel, you can connect a metric to a disclosure or content within a disclosure, such as a specific reporting requirement.
Tip: To easily align with a disclosure, bookmark it in ESG Explorer before you connect it to metrics.
To align an ESG Program metric with ESG Explorer content:
- From ESG Program, open the metric.
- In Metric details, click Add in Related ESG content.
- Select any bookmarked or recently selected disclosures to align with, and click Apply.
- For additional disclosures, click Open Explorer, and search or browse ESG Explorer for the disclosures to align with. For each disclosure to align with, click Select.
After you select all disclosures to align with, click Apply. - Verify all selected disclosures appear under Recent selections, and click Save.
To connect a disclosure or an item within one — such as a specific reporting requirement — to a metric from ESG Explorer:
- From ESG Explorer, search for or browse to the disclosure or standard to connect.
- Select the content to connect:
- To connect the disclosure or standard, click Connect to program metric by its name.
- To connect a specific item within the disclosure, select it and click Connect to program metric .
- To connect the disclosure or standard, click Connect to program metric by its name.
- Select the ESG Program and metric to connect to, and click Apply.
To easily connect content related to the metric's existing Related ESG content, add the connection from the Explore panel:
- From ESG Program, open the metric.
- In Metric details, click the Related ESG content related to the content to connect.
- From the Explore panel, click the content to connect in Related.
- Select the content to connect:
- To connect the disclosure or standard, click Connect to program metric at the top of the panel.
- To connect a specific item within the disclosure, such as a specific reporting requirement, select it and click Connect to program metric .
- To connect the disclosure or standard, click Connect to program metric at the top of the panel.
- Select the metric from Recent, and click Apply.
Tip: To connect the content to a different metric instead, search for and select it, then click Apply.
View a metric's connected ESG content
From a metric, click the name of related ESG content to view it in the Explore panel.
For a metric connected to an item within a disclosure, its applicable content appears highlighted.
Tip: To view the disclosure in ESG Explorer instead of the Explorer panel, click Open in Explorer.
View metrics connected to ESG Explorer content
To help align your ESG Program with ESG content and standards, you can view connected metrics from ESG Explorer. For a list of metrics connected to content, click View connected metrics .
From the list, you can:
- Click Go to metric to open a connected metric in a new tab.
- Connect additional metrics to the content as necessary.
Remove ESG content from a metric
To remove ESG content from a metric, click Delete .