Creating a Standard (Predefined) Report or Table

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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.


        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.