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SFDR - How to use the report and troubleshooting
SFDR - How to use the report and troubleshooting
Updated over a week ago

Welcome to Worldfavor! 🚀

  1. Navigate to your data hub and select “all answers”

  2. If necessary: filters can be applied (you can find them under “all filters”)

  3. To download the report: “create the report” and then “create the report”. Once the report is ready you will get a notification in the notification center. Please go there and select “download”.

For Windows users, please do the following:
Go to the downloaded file and do a right click --> select “more options” --> “properties” and click “unblock” --> “apply” --> and confirm with “OK”.

Once you have done that, please follow the instructions below:

  1. Open the file and “enable the macros”. The calculation is now running in the background. Please wait till it reaches 100%.

  2. Prior to adding the current value of the investment (especially if you are a Windows user) please follow following steps:

  • Go to File

  • Click “More” followed “options” and then “advanced”

  • Select “system separators” and make sure you add a “dot (.)” in the decimal separator column (reason: Worldfavor is using “.” as a separator in the system)

  • Confirm with “Ok”

  1. In the Investment Tab fill out (or copy paste) the value for the single companies

  2. If you switch to “report” you can now see the populated data

If the calculation does not work: Go to the connected tabs and fill out the data manually. Click on “save”. If you go back to report you can see the PAIs populated

Thank you for watching!


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