Your myIDC Pages

The Dashboard tab allows you to create a personalized view of your data, alerts, favorite analysts, and upcoming research. It consists of widgets which you can add, move, or remove based on your preferences.

• Add widgets by clicking on Customize Dashboard > Add Widget and selecting your desired widget. Click Add to confirm your changes.
• Move widgets by clicking on the crossed arrows icon on the header of a widget that you want to move. Click and hold this icon to drag the widget to desired location.
• Remove widgets by clicking on the trash can icon on the header of a widget that you desire to remove.
• Reset to the default dashboard by clicking on Customize Dashboard > Reset to default and selecting Reset.

My Custom Alerts Widget

The My Custom Alerts widget displays research in your pre-defined areas of interest, just like a saved search.

If you do not have an alert created yet, the widget will not display any documents. Follow the steps below to create your own alert:

1. Click on Create New Alert.
2. Complete an empty search with your predefined filters OR search for a specific topic with your predefined filters using the search bar. You can set up your filters using the Advanced Filters section on the left side of the page.
3. Click Search.
4. Click on the Create New Alert button on the top right corner to save this specific search.
5. In the pop-up, name your new alert.
6. In the pop-up, you will have the option to set up either email or RSS notifications if desired.
7. Click Save.

In this widget, there are a few default alerts. You can also choose to show all IDC research, or all your purchased research as follows:

• If you select, Show me > All IDC Research, you’ll see the latest IDC research that has been published.
• If you select, Show me > All My Research, you’ll see the latest IDC research that has been published that you have access to.

Tip: The Show me drop down selection is remembered, and you can add multiple My Custom Alerts widgets with different Show me values. This allows you to see all your areas of interests on one screen.

Upcoming Research Widget

The Upcoming Research widget displays the research schedule for upcoming research reports. If you want to see the full research schedule for all IDC Subscription services, click on the See All Planned Research button at the bottom of the widget.

Followed Analysts Widget

The Followed Analysts widget displays the most recent research of your favorite analysts. To follow and unfollow an analyst, refer to the steps below:

• Click Follow New Analyst on the widget.
• You will be redirected to our Analyst Page, where you can find your analyst using the filters or scrolling through the page. Click on the analyst’s name or profile picture to go to their profile page.
• On the top right corner, click Follow Analyst. Once you are following an analyst, they will appear on the Followed Analysts widget.
• To unfollow an analyst, click the analyst’s name on the widget, which will bring you to their profile page. Click the Unfollow Analyst button on the top right corner.

You can follow as many analysts as you wish. All new research and updates from those analysts will be included in your My Custom Alerts widget as well.

Latest Files Deliverables Widget

The Latest Files Deliverables widget displays the latest files delivered from your purchased data products. To see all your files, click on See All Data File Deliverables on the bottom of the widget. You will be redirected to a page that displays all your files. To download the file, click on the title or the Download icon.

Upcoming Data Deliverables Widget

The Upcoming Data Deliverables widget displays the upcoming releases of data files for your purchased data products.

The Research tab allows you to view all the research documents and subscriptions that you have access to and allows you to organize everything in folders.

My Research Documents

The initial page you will see is All My Research. On the left side of the page, you can see all the research documents you have access to.

You can use the search bar within this page, labeled Search Within My Research, to search for specific terms in the document titles. If a document is new and hasn’t been a read, the title will be bold and a green banner will exist on left. The three ellipses to the right of the title gives you the option to add that document to a folder, email that document to a colleague, or change the status of that document from read to unread.

The right-hand column displays a preliminary view for whichever document is selected in the left column. This view gives you high level information about the document. If you have access to the document, you can click the Open Document button to view the document in your browser, or you can click Download Document to save a PDF to your computer.

Subscription Services

The second page you will see within the Research Tab is Subscription Services. On the left side of the page, you can see a list of services you have access to.

If you want to look for a specific service, you can use the search bar within that page, labeled Search Within My Subscription Services. You can also pin your most used services to the top of the screen, so you don’t have to search for them. You can do this by hovering on the left side of the subscription title and clicking the “pin” button.

In the right-hand column, you will see information related to that service.

• For data subscriptions, you will generally see a product summary, associated analysts, associated files, associated research documents, and a delivery schedule. You will be able to launch this data product in the Query Tool using the Launch Application button and you can download the taxonomy for the product using the Download Taxonomy button (if available).

  

• For research subscriptions, you will see a list of related research documents.

  

Like the My Research Documents page, if you are viewing a new and unread research document on the Subscription Services page, the title will be bold, and a green banner will exist on the left. The three ellipses to the right of the title give you the option to add the document to a folder, email the document to a colleague, or change the status of the document from read to unread.

On this page, you also have the option to download multiple documents at once. You can select up to ten documents and save them to a zip file. This zip file includes the document PDF and any attachments. Alternatively, you can select multiple documents and download the high-level document information, including the abstract, to a spreadsheet.

Lastly, you can click on the title to read the document abstract. From here you have the option to view the document or to download a PDF.

My Folders

The third page you will see within the Research Tab is My Folders. Folders are a fast way to organize and refer to your research documents.

To create a folder from the My Folders page, click on the blue Create New Folder button on the left side of the page. To rename a folder, click on the pen icon and to delete a folder click on the trash can. On the left side, you will see all the folders you have created. If you click on a specific folder, you will see all the files in that folder on the right side of the page.

You can add something to your folder in several ways:

• On myIDC…
  • On the myIDC dashboard, you’ll see a folder icon next to research documents. If you click this icon, you can add it to a new or existing folder.
  • On the My Research Documents page and the Subscription Services page, you’ll see three ellipses next to documents, which will give you the option to add the document to a folder.
• On idc.com…
  • In search, you’ll see a folder icon next to some search results. If you click on that folder, you can add that document to a new or existing folder.
  • In the document at a glance view, you’ll see an “Add to Folder” button at the very top.

The Data & Tracker tab gives you a list of all the data and tracker products you have access to. If you want to look for a specific product, you can use the search bar on that page, labeled Search Within My Products. You can also pin your most used products to the top of the screen, so you don’t have to search for them. You can do this by hovering on the left side of the subscription title and clicking the “pin” button. Lastly, you can sort your products by title or product type.

In the right-hand column, you will generally see a product summary, associated analysts, associated files, associated research documents, and a delivery schedule for the product you have selected in the left column. You will be able to launch this product in the Query Tool using the Launch Application button and you can download the taxonomy for the product using the Download Taxonomy button (if available).

Like the My Research Documents page, if you are viewing a new and unread research document, the title will be bold, and a green banner will exist on the left. The three ellipses to the right of the title give you the option to add the document to a folder, email the document to a colleague, or change the status of the document from read to unread.

On this page, you also have the option to download multiple documents at once. You can select up to ten documents and save them to a zip file. This zip file includes the document PDF and any attachments. Alternatively, you can select multiple documents and download the high-level document information, including the abstract, to a spreadsheet.

This section allows you to manage most of your IDC.com preferences in one place – including your custom alerts, system alerts, and profile information.

My Profile

Your profile contains your user information such as name, company, address, and email. You can update this information any time by clicking Edit My Profile on the top right of that section. You can also update your preferences for promotional emails here.

My Custom Alerts

The My Custom Alerts functionality allows you to get notifications on research in your pre-defined areas of interest, just like a saved search. You can create a new alert by clicking Create New Alert on the top right of the My Custom Alerts section. Please refer to this section [link to My Custom Alerts Widget] if you’re interested in learning more about how to create a new custom alert.

In this section, you can also manage your custom alerts. Click the gear icon, which will allow you to do the following:

• Updating search criteria: Select Update Alert to change your search criteria.
• Deleting alert: Click the red Delete button on the bottom left of the pop up.
• Changing alert name: Change the alert name by changing the text in the first box. Click Save.
• Notifications: If you want notifications for your alert, click the Notify Via drop down and select either email or RSS feed. Click Save.
  • If you have several alerts, you can get group notifications by selecting Group Notifications on the My Custom Alerts section, so you only get one notification for all your alerts.
  • You can change the frequency of how often you receive a notification by selecting an option from the Frequency drop down, also located in the My Custom Alerts section.

My System Alerts

My System Alerts gives you ‘prepackaged’ notifications (previously known as New Research Notifications) based on your selection of an analyst, region, subscription, product, topic, or market. In this section, you can manage your system alerts by clicking the gear icon for each type of prepackaged alert. When you click this icon, you will have the ability to select from a drop down of different options. Again, you will be able to select the frequency of the notification.