Free Trial
Get a free trial of HEA Connect

Getting started with HEA Research

Home screen
Research
Includes all reports, data and analyses available to you, as per your Service Level. You can filter the content by type or publishing date.

Favorites
Includes all reports marked as Favorite. Reports in this folder are available even when you are offline.

Messages
Your Ask HEA conversations are in here.

My channels
Channel is a smart folder containing all reports meeting the parameters you specify.

Settings
Access or change your HEA Connect settings like name, password, etc.

New
Tap to create a new content channel.

Research

All Research lists all research reports, data and analyses available to you within the scope of your Service Level.

• Tapping on the report title will open the report in a viewer.

• A "talk baloon" in the title of the report indicates that there is an Ask HEA conversation attached to this report.

• To mark a report as Favorite, grab the title of the report and slide it all the way to the left until you see the green Favorite fully exposed.

• To remove a report from the Favorites folder, grab the title and slide it all the way to the left until you see the red Unfavorite fully exposed.
To search reports inside All Research folder, enter a company stock ticker, company name or any phrase and then tap Search.

HEA Connect will return all research content meeting your search parameters.


Use Filter to narrow down the displayed content to the research types you are interested in. Select all research types you want to display, alternatively define the publishing range and tap Done.

HEA Connect will only show you selected report types within the selected published date range.
Favorites
All research reports, data, analyses marked with a star will be available in this folder, even when you are offline.

To remove a report from your Favorites folder, grab the title and slide it all the way to the left until you see the red Unfavorite fully exposed.

Messages

Any conversations initiated using Ask HEA are available in the Messages folder.

Tap on a message to see the conversation in the message viewer.
The link at the top of the message viewer points to the origin of the conversation - report or event.

Respond to a message by tapping on the blue button in the lower right corner of your screen.


When you are ready to send your message, tap on Send in the upper right corner.

Your message will be sent and you will return back to Messages home.
Channels
Channel is a smart folder with all events or reports meeting the parameters you specify.

Tap New on Home screen to you define a custom Channel.

Channel name - enter a name for your channel before you save it.

1. Research and Events - Select specific Research and Events to be included in your channel. NOT selecting any specific items will include ALL Research and Events in the channel.

2. Industries - Select specific Industries to be included in your channel. NOT selecting any specific items will include Industries in the channel.

3., 4., 5., 6. E&P, Oilfield Services Companies, Midstream Companies, Basins - If you want to include ONLY specific Companies or basins in your channel, please leave sections 1 and 2 above blank and select specific companies or basins in the sections below.

Email notifications - Enabling notifications will alert you every time a report or an events is added to your channel.

Settings

Settings screen provides you with some vital information about HEA Connect and some key settings:

• Help & Info - access this Support Portal

• Terms of Service - read about the ToS governing the use of HEA Connect

• Privacy Policy - read about about Privacy Policy

• My profile - place to change your name or password and log out from the application.

• Push notifications - turn notifications on or off. If notifications are on, you will be notified when new content is added to your channels.

• Service level - information on which products and services are included in your service level.