Creating a Standard (Predefined) Report or Table

To create a standard report or table from a query transcript:

 

1. Click My Files in the upper-right hand corner, and then select Transcripts.
   
   
   
   
2. On the Transcripts page, click the ellipsis (...) icon, and then select Create Report.
   
   
   
   
3. In the Reporting window, all L-numbers and their associated answers are selected by default. You may also specify which L-numbers and answers you wish to include in the report or table by selecting or deselecting the appropriate check boxes. Note: In order for there to be L-numbers to include, you must have displayed them in session (e.g. => D L3 1-25 ALL).
   
   
   
   
4. Under Choose Template, select the format you would like to use:
   • Standard: RTF format, uses field codes to label data (e.g., IN for Inventor).
   • Enhanced: RTF format, uses field code definitions (e.g., Patent Assignee for PA); uses tables with cell borders for data like PatentPak Information, Patent Information, and Priority Application Information.
   • Table: Excel XLS format, uses field code definitions as column headers; there are no line or answer numbers.
   • XML: .zip file containing a .xml file with image extensions for the corresponding report content.
   • BizInt: Zip file with a .bpd file extension containing an .xml file and image files for the corresponding report content; integrates with BizInt Smart Charts for Patents.
     
     For each format, there are templates with pre-defined fields (See Report Template Fields to see included fields):
     • Journal
     • Patent
     • Patent and Journal
     • Substance
       
       Note: Any of the templates can be downloaded in table format.
       
       
       
       Note: For CASFORMULATIONS content, you must customize the report in order to add the database's unique fields.
5. You then have the option to edit the pre-defined the Hit Highlighting Options and you would like to use.
   
   
   
   
6. You may enter the following optional information:
   • Header:
     • Report name in the Document Title field.
     • Your name in the Creator field.
   • Cover Page: You may enter additional information in the Comments field.
   • Footer:
     • Page numbers
     • Date and time
       
       
       
       
       
       
7. Click the Download button. Reports download as a Word .rtf file; tables download an Excel .xls file.
   
   
   
   If the specified L-numbers do not contain sufficient information for the selected report template/format, the following message will appear: Record(s) did not have sufficient information to be included in the Predefined report.