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IDC Planned Research Help

IDC’s planned research provides a preview of upcoming research documents along with projected delivery dates.


Accessing Planned Research

From the Menu

You can access Planned Research simply from the main menu on IDC’s website. Just choose “Planned Research” from the Products + Services dropdown menu. This is where you can see all IDC’s Planned Research.

From Analyst’s profile

If available, the Planned Research link will appear under the Related Links section on an analyst's profile.

The Planned Research page accessible from analyst’s profile is filtered to show just Planned Research scheduled for this particular analyst. Such a result cannot be filtered any further. To do so, please, use the general, non-filtered, Planned Research.

From Subscription Service

The Planned Research, accessible from the page of a subscription service, is filtered to show just Planned Research, scheduled for this particular subscription service. Such a result cannot be filtered anymore. To do so, please, use the general, non-filtered, Planned Research.

Filtering the Planned Research

To access the filters in Planned Research, click on the “Show Filters” button in the upper right part of the page.

Upon clicking on this button a filter’s menu is displayed, where you can choose filters from 4 main categories.

Filter by Publication Date

The first category to choose from is Publication Date. Here you can choose the dates “From” and “To”, which means that when filtered, the Planned Research will be displaying only documents scheduled in between these two dates as a result.

If nothing is selected, the search acts as if the whole category was selected.

Filter by Analyst

The second category to filter by is Analysts. The analysts are sorted by the number of documents they have scheduled in Planned Research. To find a specific analyst, you can use the “Search by Analyst” option. After you start typing, this will provide you with suggestions. Only Analysts with some scheduled Planned Research are available.

The selected analysts are displayed in the right section of the filter’s menu, in “Selected Filters”.

When no analysts are selected, the search acts as if the whole category was selected.

Filter by Region

The third category to filter by is Region. Some facets are straight selections, others can be narrowed down. Another option is to use the “Search by Region”. Only the regions with some Planned Research assigned to them are available.

The selected regions are displayed on the right side of the filter’s menu, in “Selected Filters”.

When nothing is selected, the search acts as if the whole category was selected.

Filter by Product Name

The fourth category to filter by is Product Name. Here you can select from subscription services with some scheduled Planned Research. The structure is similar to the one on the Subscription Services page. You can either choose the whole category or narrow it down to specific product. You can also use the “Search by Product Name” option.

The selected products are displayed on the right side of the filter’s menu, in “Selected Filters”.

The selected products are displayed on the right side of the filter’s menu, in “Selected Filters”.

When nothing is selected, the search acts as if the whole category was selected.

Show Results, Remove Filters, Reset Filters

The selected filters are displayed on the right side of the filter’s menu. Here you can choose to remove all filters from a specific category by clicking on “Remove All” by the corresponding category.

To show the results click on “Show Results”.

To reset filters click on “Reset Filters”. This will remove all filters from all categories, collapse the filter’s menu and show all Planned Research.

Results

The results have the following format:

  • Name of the future document
  • Year and quarter of publishing | document type | document status
  • Analyst(s)
  • Product Name
  • Topic

Export to PDF/Excel

On the top and on the bottom of the Planned Research results, you can choose to export the results to either PDF or Excel.

When no documents are selected, all of the results are exported. The same goes for when all documents are selected.

When only some of the documents are selected, then just these selected documents are exported to PDF/Excel.

Include Published Research

This option is available only when you access Planned Research from analyst’s profile or from subscription service.

Also, it is available only when all or no documents are selected. This results in exporting a file with all Planned and Published Research of a particular analyst or product.

When only some documents are selected, the option “Include Published Research” is disabled and you are able to export only those selected documents.