Gain insights with Client Disclosure Reporting
What is Client Disclosure Reporting?
Client Disclosure Reporting, or CDR, is an easy to use reporting method that helps professional service businesses understand and share their revenue breakdown by industry.
Provided by charity Futerra Solutions Union, Client Disclosure Reporting can be used by any business providing professional services, from creative agencies to accountants or architects, whatever their size or location, to gain valuable insights into their client mix and revenue streams.
You don’t need any specialist knowledge and all the tools you need are free to download and use.
Report on your client mix while safeguarding confidentiality
By anonymising client and company data (no names or revenue figures are ever published), Client Disclosure Reporting is an effective way for businesses to enhance their reputation with clients and talent while maintaining confidentiality.
Find out more about the Client Disclosure Reporting methodology here.
Or visit our CDR reports page to find out how other businesses are already benefiting from Client Disclosure Reporting.
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44% of Gen Zs have rejected a work assignment or potential employer based on their personal ethics or beliefs.
(Deloitte GenZ and Millenial Survey, 2023)
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75% of B2B buyers say vendors’ ethics increasingly factor into their purchasing decisions.
(Salesforce State of the Connected Customer, 2020)
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Ethical drivers are 3x more important to company trust than competence.
(Edelman Trust Barometer Global Report, 2021)
Why complete a Client Disclosure Report as a supplier?
Client Disclosure Reporting is an easy way to unlock business opportunity and reduce your exposure to risk. It provides valuable data and insights on your client mix and revenue breakdown that you can use to inform decision-making, improve your competitive advantage, and help drive sustainable business growth.
By demonstrating a commitment to transparency and accountability, Client Disclosure Reporting is also a valuable tool when it comes to enhancing business reputation and trust, and can help you attract and retain new clients and talent who are becoming increasingly focused on the ethics of the businesses they buy from and work for.
Find out more about the business benefits here.
Why request a Client Disclosure Report as a client?
For people who work with professional service providers, asking for a client disclosure report is a simple way to build trust in a world that’s seeing more and more scrutiny over supply chain transparency and increasing demand for regulation.
It’s quick and easy to complete, and can help ensure that your own business values are aligned with those of the companies you work with, helping you to build stronger relationships for the long-term and reducing reputational risk.
Ready to get started?
Getting started with Client Disclosure Reporting is easy. You’ll find the key tools you need along with our step-by-step guide below, or visit our resources page for more information.
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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)
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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.
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Procurement Guide for clients
Find out more about requesting a Client Disclosure Report as part of your procurement process, download our guide here.
Register for FREE 121 support call
If you want to find out more or aren’t sure where to start, you can register for a FREE 121 support call with one of our team. We’ll answer any questions you might have about Client Disclosure Reporting and help you get started.
You’ll also receive early access to webinars, and regular updates and support from our community of Client Disclosure Reporting registered businesses.