Resources and downloads
Getting started
Getting started with Client Disclosure Reporting is easy. You don’t need any specialist knowledge or training and all the tools you need are free to download and use.
First, download the Client Disclosure Reporting Spreadsheet Tool below – you will need access to either Microsoft Excel or Google Sheets.
Make sure you have the client data for your last financial year to hand. You’ll need to know who you worked with, what type of organisation they are (business, non-profit, or government), and how much they spent with you in that financial year. Remember, their names and revenue figures won’t be published in the final report.
Next, all you need to do is choose an industry category for each client from the dropdown menu and the Spreadsheet Tool will work out your revenue from each industry as a percentage of your total income for the year, and create a graph for you to use in your final report.
When your report is ready, we’d love to hear from you! Let us know how you got on at hello@clientdisclosurereporting.org or share a PDF of your report with us and we’ll publish it here on the official Client Disclosure Report website.
-
Get started with the Spreadsheet Tool
Download our free CDR Spreadsheet Tool for Excel to start inputting your client data now. (Google version available here)
-
Step-By-Step Guide
Our easy to follow guide tells you everything you need to know about how to input data correctly and complete your own Client Disclosure Report.
-
Client Disclosure Report Methodolgy
Find out more about the methodology behind Client Disclosure Reporting, download our guide here.
Creating your report in 7 easy steps
Publishing your report
Once you’ve completed your report, make sure you celebrate your commitment to transparency and better business by publishing and sharing your report across your social media, website, and comms. You can use the sample Client Disclosure Reporting statement on this page as a starting point.
If you email us your Client Disclosure Report we’ll also share it across our website and social channels! By showing that you’re committed to making impactful choices, not only will you build reputation and trust for your own business, but you’ll be contributing to positive change within the professional services industries as a whole.
Many businesses also include their Client Disclosure Report within their wider Annual or Impact Reports. You can also share your Client Disclosure Report on websites like the Impact Reporting Archive.
Sample Client Disclosure Report Statement — feel free to copy this statement as it is, or adapt it to make it your own.
“We are proud to publish our latest Client Disclosure Report. We commit to disclosing what industries pay our bills each year, because you can’t have accountability without transparency.
The professional services industry plays a critical role in shaping the global landscape. Our work goes beyond our own operations: it influences the practices of our clients, impacting the environment and society at large.”
Client Disclosure Reporting as part of your procurement process
Requesting a Client Disclosure Report from your suppliers is a simple and effective way to demonstrate your commitment to transparency to your own stakeholders without having to overhaul your existing procurement process. It's free and easy to complete, and helps ensure that the companies you work with are aligned with your own business values.
For more information on including Client Disclosure Reporting as part of your procurement process, download our CDR Procurement Guidelines here.
Need more help?
Find answers to common questions on our FAQs page.
Or why not register with us for a FREE 121 support call with one of our team? They’ll answer any questions you might have and will help you get started. You’ll also get early access to webinars along with top tips and updates from our growing community of CDR registered businesses.