To help collect and track values for an Environmental, Social, and Governance (ESG) Program, you can manage its topics' metrics. For example, you can arrange, rename, and delete metrics as necessary.
View a metric's ID
When you add a metric to an ESG Program topic, the topic automatically generates a unique ID to identify it. You can likewise use this unique identifier to identify the metric, such as in a Wdata query.
You can view a metric's ID from its menu. To copy the ID for use elsewhere, click Copy to clipboard .
Arrange metrics in a topic
From a topic, you can arrange its metrics within their frequency's group, such as based on your reporting narrative or to prioritize specific metrics. To adjust the position of a metric in the topic, select Move to top, Move up, Move down, or Move to bottom from its menu.
Move a metric to another topic
From the outline in ESG Program, you can move a metric from one topic to another, such as if it was added to the wrong topic or if you reorganize its original topic into smaller topics.
You can also change a metric's topic from its current topic:
- From the current topic, select Change topic from the metric's menu.
- Select the topic to move the metric to, and click Save.
Rename a metric
You can edit a metric's name from the metric or its topic:
- From the metric, double-click its name, and then enter its new name.
- From the topic, select Rename from the metric's menu, and enter its new name
Remove values from a metric
To stop collecting a metric value, such as if you no longer report on its ESG factor, you can remove it from a collection period or reporting year. If a metric has a dimension applied, you can remove all dimensions' values or only those for specific dimension valuess, such as for locations that no longer apply.
Note: When you remove a value, you delete any data collected and cancel any in-progress data collection or approval tasks.
To remove a metric's values for a specific collection period:
- From the metric, select the reporting year and collection period to remove the values from.
- In Metric assignment, select Remove from metric.
- Click Remove.
Tip: To remove values from all metrics for a reporting year, remove the year from the ESG Program instead.
To remove a metrics' values for a reporting year, across all collection periods and dimensions:
- From the metric or its topic, select the reporting year to remove the values from.
- From the metric's menu, select Remove from metric.
- Click Remove.
To remove a specific dimensional value from a metric:
- From the metric, select the reporting year and collection period to remove the value from.
- From the dimension value's menu, select Remove from metric.
- Click Remove.
Delete a metric
Note: When you delete a metric, you delete it completely from ESG Program — including its values and any data collection tasks across all reporting years.
If you no longer need a metric, you can delete it from ESG Program:
- From the topic, select Delete metric from the metric's menu, then click Delete.
- From the outline, right-click the metric and select Remove, then click Remove.
Related articles
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Collect values for ESG Program metrics
Configure an ESG Program metric's data collection