Reporting Tool user guide

Access and navigation

Getting access and logging into the Reporting Tool

• Signatories can manage their own access to the reporting platforms (Reporting Tool and Data Portal) in the Permissions System. Please refer to the Permissions System user guide  for further information.
• Log in to the Reporting Tool via the PRI Applications page, using your PRI account details (email and password). For the best experience using the Reporting Tool, we recommend keeping your browser zoom at 100% or lower.
• If you have been granted access to the Reporting Tool but are having trouble logging in, please see Other error messages.

Navigating the home page 

On the Reporting Tool home page you will find the surveys that are available to you in the ‘All’ tab. For most signatories, this will be:

• 2025 PRI Reporting Framework
• 2025 Reporting Feedback Survey

Navigating the overview page

Each time you enter the 2025 Reporting Framework survey you will see the overview page, which lists all modules in the PRI’s Reporting and Assessment Framework. Most of the modules will be locked the first time you log in.

You can navigate using the left-hand navigation panel: 

1. Home will exit the survey and take you to the home page.
2. Overview will open a menu of the 2025 Reporting Framework modules. Navigate to any unlocked modules by expanding the module and section headings.
3. Help includes FAQs, R&A Updates and this user guide. 
4. Request Support  allows you to get in touch with our team for any reporting queries.
5. Other PRI Apps  provides direct access to key PRI services that may assist with your reporting.

 Indicator-level guidance is also available in the tool – read more below.

Partial and full reporting

This year, we have introduced a partial reporting option for signatories that have previously reported and met the minimum requirements. It consists of just two short Reporting Framework modules; the Senior Leadership Statement (SLS) and Other Responsible Investment Reporting Obligations (ORO). Signatories that are eligible for partial reporting will still have the option to complete the remaining modules in order to receive a full report.

Full reporting remains a requirement for signatories that have not previously reported and met the minimum requirements, unless the sigantory is in their grace period.

Your organisation’s reporting requirements will be outlined in the tool. Below is an example of how the full reporting requirement will appear:

Unlocking modules

An organisation’s signatory type (e.g. asset owner or investment manager), asset breakdown and investment practices will determine the number of indicators and modules it is required to report on.

This information is collected in the OO module – completing it will unlock the indicators and modules that are applicable to your organisation. 

If a module does not unlock, review your answers to the OO module (particularly indicators OO 4, OO 5, OO 8, OO 9  and OO 21) and consult the following guidance:

• Overview and structure guide
• Logic guide

This year, we have introduced a percentage progress dial to help you track indicator completion. The number of remaining open mandatory indicators is displayed below the percentage. Since PLUS indicators are entirely voluntary, only mandatory CORE indicators are included in the progress calculation.

Your progress updates dynamically as you move through the survey, meaning the percentage will adjust as more indicators are unlocked.

Module and indicator status

On the overview page you can see all modules and their status. Click on the module name to expand the headings and see the status of sections and indicators.

Status categories are explained in the table below. 

Status	Meaning
Not started	Signatories reporting for the first time: Your organisation has not yet entered its responses in this module. Signatories that reported in 2023 or 2024: Your organisation has not yet reviewed and saved, or updated and saved, its pre-filled responses in this module.
In progress	Your organisation has started entering responses in this module. Your organisation has not completed all required indicators in this module.
Invalid answer	A response in this module is incomplete or has failed a validation check. Open the indicator and review your response.
Locked	This module is not relevant for your organisation because: your organisation has not completed the OO module; or the logic has determined it is not applicable to your organisation’s practices or signatory type.
Complete	Your organisation has completed and saved all required indicators in this module.

Exporting responses

You can export individual responses by clicking on the button at the top of the relevant indicator page, or you can download a copy of all your responses as a DOCX or PDF file, using the links at the top of the Overview page. 

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Uploading your responses in the indicator pages

Understanding pre-filling

If your organisation started or submitted a report in 2023 or 2024, you will automatically see your previous responses prefilled in the Reporting Tool. Pre-filled responses will be highlighted in an orange box, as seen in the image below:

The disclosure status of the indicator will also be pre-determined by the disclosure preferences your organisation set in 2023 or 2024. To change the disclosure setting of an indicator, see Setting the disclosure status of indicators.

We strongly encourage you to review and/or update your pre-filled responses, and to click ‘Save’  or ‘Save and continue’  to ensure the prefilled answers and any changes are recorded, before navigating between indicators.

If you do not save the changes, they will be lost, the response will revert to the original prefilled answer and the status of the module will continue to show as ‘Not started’  on the Overview page (see Module and indicator status section).

Types of indicators: core and plus

Core indicators are a mandatory part of the assessment, and the answers are publicly disclosed. These are highlighted in blue and identified with the CORE label. Plus indicators are voluntary and are not assessed. These are highlighted in grey and identified with the PLUS label. The disclosure settings for plus indicators can be amended butare set to public by default. To change the disclosure setting of an indicator, see Setting the disclosure status of indicators.

Minimum requirements

Indicators relevant to the minimum requirements are core and must be completed to submit your organisation’s report. They are in the PGS module and are highlighted in orange.

At the end of the PGS module you will be required to confirm that the information reported in relation to the PRI’s minimum requirements is true and correct. You will be asked to reconfirm this information at the end of the CBM module before you reach the submission page.

For information on meeting the minimum requirements in the 2025 Reporting Framework, please refer to the minimum requirements guidance to accompany the 2025 Reporting Framework.

Indicator-specific guidance

Each indicator page contains specific guidance that can be viewed by clicking on the tab in the top right-hand corner.

The guidance includes:

• explanatory notes;
• a link to the Reporting Framework Glossary;
• information on the relevant logic (e.g. dependencies and gateway information);
• the assessment criteria and numeric assessment multiplier.
  

Navigating between indicators

Navigate between adjacent indicators using the Previous  and Next  buttons at the bottom of the screen. Click Jump to next incomplete indicator  to move to the next indicator without a complete status. These buttons do not save your responses.

Click Save  to save your work without refreshing the logic or navigating away from the page.

Click Save and continue  to refresh the logic and move to the next indicator. If your organisation started or submitted a report in 2023 or 2024, your previous responses will be prefilled in the Reporting Tool (see Understanding pre-filling for more information).

To navigate to an indicator in a different module, use the Overview menu. Save your work first, if necessary.

 

Setting the disclosure status of indicators

Disclosure for signatories completing mandatory reporting

All core indicators are publicly disclosed and will appear in your organisation’s Transparency Report and in the Data Portal. The disclosure settings for plus indicators can be amended but are set to public by default.

Change your response to private by clicking on the button that says ‘Public’, toggling between public and private in each plus indicator.

Disclosure for signatories reporting voluntarily

Signatories reporting voluntarily in their grace period have the option to keep their entire report private. They can do this by setting their report disclosure preference in indicator OO 31.

Clarification text boxes

For 2025, text boxes have been added, allowing you to clarify your responses. This provides flexibility within the reporting process and gives you confidence to report accurately on your organisation’s responsible investment efforts.

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Submitting your report and providing feedback

Submitting your report

You can submit your report on the Submission page, by acknowledging that you have reviewed your responses and clicking ‘Submit’.

 

You will not be able to submit your report if:

• you have not entered a response to a core indicator (signatories reporting for the first time);
• you have not reviewed and saved a prefilled response to a core indicator (signatories that reported in 2023 or 2024);
• your answers to any core or plus indicators are invalid.

We encourage you to download and review your responses before you submit your organisation’s report – see Exporting responses  for more information.

Survey submission confirmation

After your organisation’s report has been submitted, a confirmation message will appear on screen. An email will also be sent to the email address of the user who submitted the report.

Providing feedback on your reporting experience 

Once you submit your organisation’s report, a Reporting Feedback Survey will be unlocked on the Home page.

The survey, which only takes a few minutes to complete, provides us with valuable insights into signatories’ reporting experience and we encourage you to share your thoughts. Doing so will help us to understand what has worked well this year and where we still have room to improve.

Completing the feedback survey

You can access the Feedback Survey from the Home page, by clicking on the survey name.

Each organisation can submit one Feedback Survey, and all users can edit it. However, users should avoid working in the survey at the same time as this may result in responses being overwritten.

You cannot amend your responses to the Feedback Survey after submission. If you have any additional feedback, please send it to [email protected].

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Indicator functionality and troubleshooting

The following information can be used to understand specific indicator functionaility and resolve errors.

Text boxes and character limits

Character limits are shown below text boxes. Please pay attention to the validation warnings when completing narrative answers – text exceeding the character limit will not be pasted or saved.

Example: Error received when trying to paste text that exceeds character limit

Numbers and values

Text fields for numeric values contain validation rules that prevent letters or negative numbers being entered. You will not receive an error message but if you try to add invalid text, it will not be recorded.

Where indicators require a percentage breakdown, for example in OO 5, the percentages entered must total 100%. See Validation warnings.

Example: Entering your AUM – indicator OO 4

To enter the value of your assets under management (AUM), you must complete separate fields representing USD trillions, billions, millions, thousands and hundreds.

Enter a maximum of three digits in each field. The Reporting Tool will not save your response if you enter more than three digits per field.

The following example demonstrates how to enter US$1.3056trn (1,305,650,250,500) and US$5bn (5,002,001,000) using these fields and shows the total amount, which is populated from the values you enter.

Closed-ended indicators

Answer multiple-option questions using the drop-downs to select responses, or by indicating which option is relevant using a radio button or check box:

Radio buttons

Radio buttons are used to indicate responses to multiple-option questions when only one option can be chosen. You can remove a response by re-selecting the same button.

Troubleshooting: alerts and messages

Inactivity

Being inactive for long periods of time will prompt a warning to save your progress.

Changing responses

Some indicator responses affect subsequent topics, so changing an answer may lock previously completed indicators.

Saving alerts

If you try to navigate away from an open indicator without saving your responses, a pop-up message will ask if you want to continue. Save your responses regularly to prevent this message from appearing.

Validation warnings

Validation warnings appear in the survey in red text when information is missing, incomplete or invalid, as shown in the examples below.

Example: Indicator OO 5

The AUM breakdown entered does not equal 100%. A warning at the top of the screen contains a link to the section of the indicator with the error.

Example: Indicator PGS 19

A link to publicly disclosed information should be added to the response, as indicated by the alert at the top of the screen. The section of the indicator with missing information is highlighted in red:

 

Click the link on the overview page to navigate to the error, which will be highlighted in red. Correct or change your response(s) to resolve the validation error. The indicator and its parent module will show the status ‘Invalid Answer’ until the error has been resolved.

Link reference

If you try to add a link to a resource that is only available after logging in to a website, you will receive an error message.

Ensure all links to websites and documents are publicly available. If you receive an invalid link error, check that you have not:

• typed in an invalid hyperlink;
• provided a link to a website that requires a username and password to access it.

See Answering closed-ended indicators: video for guidance on adding links to support your organisation’s responses.

Other error messages

Logging in: you have not activated your account

This message is generated when a user hasn’t activated their account by clicking the link in the account activation email, or if the PRI’s databases haven’t had time to synchronise.

If you have not received an account activation email, please check your junk or spam mail. Click the activation link provided.

You will be able to log in to the Reporting Tool once the PRI’s databases have synchronised. This can take up to 90 minutes after clicking the activation link.

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Reporting resources