Creating a Custom Report or Table

To create a custom 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).
   
   
   
   
   • 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.
         
         
4. Click the Copy Template link.
   
   
   
   

5. Customize the auto-generated name and the fields you want to include in your report, and then click the Next button:

   • To add fields, click (Ctrl+click to select multiple) and drag the field from the Available Fields column to the desired field category in the Selected Fields column. See CASFORMULATIONS Reporting for this database's unique available fields.

   • To remove fields, click (Ctrl+click to select multiple) and drag the field from the Selected Fields column to the Available Fields column.
     
     Note: Fields for which there is no data in the transcript are grayed out.
     
     
     
     

   • When you click Next, a custom template is created using the fields and name you selected. The template will appear under the standard templates for the format type.
     
     

6. You then have the option to add custom Highlight Terms:

   • Click Add Custom Terms.
     
     
     
     
   • Give the additional terms a name, enter the terms separated by a semicolon, and click Save. Note: Click More Style Options for additional text styling choices like font, bold/italic, and font size.
     
     
7. You may enter the following optional information:
   • • • • Document Style: Text formatting options for the entire report
         • 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.
         • Page Breaks
         • Footer:
           • Page numbers
           • Date and time

8. Click the Download button. Reports download as a Word .rtf file; tables download an Excel .xls file.
   
   

   

Editing Custom Templates

To edit a custom templates name and fields, select it, and then click the Edit Template link.

Edit the template name and/or the selected fields, and then click the Save Template link.