When you are ready to start a new Opinion Report or Analyst Evaluation, follow the steps outlined below.
1. Click on New > Request and then click on Analyst Evaluation.
2. Select an Opinion / Review Template, provide the Due Date, and click Next.
3. Select the Firms, Products, or Vehicles that you would like to associate to this opinion report and then click Next.
4. Provide a Project Name and then click Start Analyst Evaluation Project.
5. Once the project is created, you will be able to import the responses to the mapped questions as well as provide additional analyst commentary. You will also be able to provide ratings for each section here.