Using our Reports Portal

Learn how to access Everest Group’s Research Reports

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Guide to Everest Group’s Research Portal

This page provides a brief overview of utilizing the capabilities of this website. It provides information on the following capabilities:

Creating an account
Establishing your preferences
Maintaining your account
Accessing research
Purchasing research
Searching for research

VISIT REPORTS PORTAL

Reports portal training materials

A full description of how to use the Everest Group Reports portal can be found here.

Creating an account

In order to access free research and download preview documents, you must register with Everest Group. This simple process provides you with immediate access to complimentary research on the website. To register, please click on the “register” link that appears in the upper right-hand corner of the web page or simply click here.

After registering, you will receive an email confirmation. If you do not, please check spam filters to ensure that you receive future correspondence from Everest Group.

When visiting Everest Group’s site in the future, please be sure to login at the upper right-hand corner to access research as you navigate the site.

Establishing your preferences

After you create an account, you may enter your preferences in the third tab of Everest Group’s Research Portal’s home page .

Selecting the topics that fit your interest areas helps us send you relevant new report notifications, webinar and event invitations, and other global services insights.

You can change your preferences at any time. Simply log into your account and click on the Preferences tab on the homepage of our Research Portal.

Maintaining your account

Access your profile, document downloads, clippings and orders by clicking on your name in the upper right-hand corner or the top navigation in the Everest Group Research Portal. (Your name will only be visible after you have logged in.)

Click on “Profile” to update your contact details, change your password or to upload a photo of yourself.

Click on “Saved Searches” to edit any searches you have saved. You may also filter your Saved Searches to more easily find a saved search.

Click on “Clippings” to find any clippings you have saved. In this section you may create your own reports from clippings you have saved. You may also save sets of clippings to your library.

Click on My Library to see any saved reports or saved clippings. This section will also hold any reports shared with you by others.

 

Accessing research

Throughout our Research Portal, research accessible to you will have a green icon to its left.

If you are not logged in, the icon to the left of the report name will be red. Subscriber-only research will show price, option to “download a preview” and option to “buy now.” Make sure you always log in to download research available via your organization’s subscriptions.

In addition to accessing full reports, “preview decks” are often available for research reports. These documents can help you determine whether the full research report would be of interest to you.

When you click a report to which you have access (green icon), you will be directed to that report’s landing page. On the landing page, you can view each page on your screen, select pages to add to your clippings and download the report.

Purchasing reports

Research is available to purchase via credit card. Simply click the “buy now” button to add the research report to your shopping cart, then proceed through the simple checkout process.

Upon confirming the transaction, your credit card will be charged and a receipt sent to the email address associated with your account. After the transaction clears, you will be redirected back to the report landing page, where you will now be able to read and download the report.

Online purchases are secured by Authorize.net, a leading internet transaction processing provider.

If you would like to purchase research reports, but prefer not to purchase online using a credit card, email us at info@research.everestgrp.com or call us at +1-214-451-3110.

Research subscriptions to entire Research Areas or customized services can be purchased by contacting us directly in the manner indicated above.

Searching for research

In addition to browsing the subscription areas to find research of interest, you can also search for reports via the search box on the left side or the top right of the home page.

You will find numerous filtering option in the left navigation when you do an Advanced Search.

For a list of the month’s newly published reports, check out Everest Group’s Blue Pages.

 

Frequently Asked Questions

What do I do if I forgot my password?

When you are on the login screen, you may click “Forgot Password.” You will be sent an email to your email address of record with a temporary passcode. After clicking on that link, you will be asked to enter a new password.

How do I know if I’m registered on Everest Group’s research portal?

If you try to create an account using an email address that is already associated with an account on Everest Group’s research website, you will receive a notification. If you do not remember your password, you can using the recover password function to reset your password.

I recently registered for an Everest Group webinar. Does that mean I’m registered on your research website?

No, registering for a webinar does not automatically create an account on Everest Group’s research portal.

I recently attended an Everest Group webinar and would like to download the complimentary presentation deck. How do I do that?

If you received an email from Everest Group providing you with the link to download the webinar presentation, follow the link and either register on our research website or log in to download the complimentary deck.

In the left hand navigation, the webinar decks are located in the “Research Area” called “Complimentary Reports.” You may browse the “Webinar” sub-category or filter within it to find the Webinar deck. Or, you can use the search function.

Question not answered here? Email Info@research.everestgrp.com