Custom Grouping allows multiple companies to be grouped, "Grouped Assignees" is available in the collapsible menu sidebar, on the left side of your screen.
Or at the moment of creating a Company Dashboard.
To create a new group, click on the “New Assignee Group” button.
On the left side of the screen you can search and select the Standardized Current Assignees you wish to include in your group. Once you have selected all the companies you are interested in, click the “Submit” button to save your changes.
Alternatively you can select group assignee from the Corporate tree by hitting the "PatSnap" tab.
This will allow you to select companies and subsidiaries from our improved corporate tree. Don't forget to give your Assignee Group a name you will recognize on the right side of your screen - a list will also be shown of all your selections.
Once you have done this, you can search your name group in Analytics by searching like this:
GNAME:("CompanyName")
Careful: your Assignee Group name is case sensitive in the Analytics search and will not display results if it isn't exactly written as you did in your Group Assignees option.
Grouped Assignees are also available as a refining option on the results page.
In Insights, they will show up when you are searching for a company name as normal. They will have the green "G" icon on the left so you can tell them apart.
Additionally, the Assignees you merge together when using the "Assignee Grouping and Editor" tool in Insights will be reflected in the "Grouped Assignees" screen. The grouping and editor tool is only available on certain charts (i.e., "Top Assignees", in a Technology Dashboard).
