Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record.
To create a comparison with ex-ante scenario within a contact record, either:
Search for the client in the top search bar:
Alternatively, find the client within the Contacts tab:
Select the client from the contact list:
Click New within the Research area:
If you would like to run a comparison with an ex-ante report, select the first option. If you wish to create an ex-ante report without the comparison, select the second option:
The client field will be populated automatically:
Note - Client field will not be completed if research has been created through the Research tab or Homepage.
Complete the remaining fields & Save:
This will add the research to the Research list. Click into the Illustration name to open:
Please note: You may have to view all if it is not listed on the details page.
This will take you directly into the research