How to place your first order

Pellucid’s content library is filled with expertly crafted charts, pages, and books, each with a specific analytical focus. Once ordered, content is fulfilled in your branding¹, ready to be dropped into client materials.

It only takes a couple of minutes to place an order in Pellucid and this guide will walk you through the basics. Here's what it covers:


Library overview

When you log-in to Pellucid, you will be in the Library. The home page of the Library shows featured content. You can select an item from the front page or click the “see all content” button to display all available content. 


You can find content with keyword search or by sorting content using the drop-down options at the side of the search bar. Learn more about finding the content you need


Also available are pages and books. These are multi-chart content items with a specific analytical focus such as analyst recommendations or leverage. Each page and book is ordered as a single item. Pages and books have fewer date and appearance options and are not available for custom requests. However, each chart in a page or book can be ordered separately. 

How to order content

To place an order, select any chart, page, or book. On the content details for each item are options blocks. You can easily move between each block using the links in the sidebar.


In the data block, you can choose a subject company and add, organize, or group comps. Depending on the content item you may be able to add indexes, change time frames, select metrics, and apply currency decisions.


If you need to change the data, you can use the Generate data files to apply temporary edits or to change the entity labels. Learn how this works


The appearance block contains all of the options for customizing the content's appearance. Available options depend on the content item but may include color scheme, entity sort and label options, and any visual variants such as adding donuts or a distribution treatment. 



You can select different chart widths and heights and space for a commentary box using the drop-down menu in the Size block. Adjusting these dimensions before placing an order ensures your finished item will be ready for insertion into client materials with minimal changes.


Content Fulfillment

When ready, hit the blue Order. You’ll receive an email confirmation and a second email once the order is completed and ready for download. To download, visit Orders and click the download icon. The content will be fulfilled to your specifications and in your branding.


¹ Applicable only if your organization's branding is provided and implemented.

Additional resources
  • First-time user? Check out the other User Guides.
  • Visit the Tutorials section for further training and examples to help you master Pellucid.
  • Get answers to commonly asked platform questions in the FAQs.


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