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Actions and credits in Research

What Research can do for you after you confirm, and which parts of Research use credits.

Relm TeamUpdated 2 min read
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Actions you confirm

Research can act in your workspace:

  • create a portfolio,
  • add an address to a portfolio,
  • start an Intel Report on a property,
  • start a pro-forma.

It never does any of these on its own. It shows a card saying what it is about to do, with the credit cost of any paid step, and waits for you to click Confirm. Once confirmed, the card follows the run and links to the result.

Proposed action card in Research to create a portfolio, with Confirm and Cancel

What uses credits

In ResearchCredits
Asking a questionYes, based on the work the answer took
Building a report or workbookYes, based on the work the build took
An Intel Report or pro-forma you confirmYes, the same as starting it from the property; the card shows the cost first
Reading your own portfolios and propertiesFree
Opening a document or previewing a workbookFree
Copying or downloading a tableFree

Your balance is in the top bar. If you run out, Research says so instead of answering, and you can add credits from the same place.

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