Introduction to reports

Reports in Analytics help you turn patent search results, workspace content, or template-based analysis workflows into structured, shareable reports. You can create reports from several places in the platform, including the search results page, Analyze > Reports, and Workspaces.

Use Reports when you want a guided, client-ready output rather than building individual charts manually. Reports can be created from a blank report or from pre-built templates such as Technology Landscape, Company Report, Competition Report, Monthly Monitoring Report, Patents Value Report, and other template categories.

Where can I create a report?

• From the search results page, by using the analysis/bar-chart icon near the family count to enter analysis with the current search result data.
• From Analyze > Reports, using New Report or Templates.
• From a Workspace, using the Analysis area and Reports option to create a report from workspace data.

Before you start

• Decide whether your report should be based on a keyword/search query or a saved workspace.
• If using a workspace, check that the workspace or folder contains the patents you want to analyse.
• If starting from search results, confirm that the result set is the dataset you want to analyse.
• Choose whether to start from a template or a blank report.

Create a report from search results

After running a patent search, you can move into analysis directly from the results header. Use the bar-chart/analysis icon near the family count to enter the analysis workflow with the current search result data.

1. Run a patent search.
2. Review the family count to confirm the dataset you want to analyse.
3. Choose Reports or the relevant report workflow, then select a template or blank report.
4. Review the selected data source and create the report.

Create a report from Analyze > Reports

The Reports page is the main place to view, search, create, and reopen Analytics reports.

1. Go to Analytics > Analyze > Reports.
2. Select New Report to start a new report, or select Templates to browse report templates.
3. Choose either New blank report or a report template.
4. Select Use on the template you want to use.
5. Choose your report data source, then select Create Report.

Choose a report template

The New Report window lets you choose from My Templates, System Templates, and Insights Templates. System Templates are grouped into categories such as Recommended, Technology Report, Company Report, Competitive Report, Technology Timeline, Litigation Analysis, Agency Analysis, and Technology Monitoring.

Select the report data source

After choosing a template, select the data source the report should use. The two main options are Keywords/Search Query and Workspace.

Data source options

• Use Keywords/Search Query when you want to create a report from a new keyword, company name, patent number, or search query.

  

  1. Enter the query in the Query field.
  2. Choose the boolean logic for technology topic, e.g AND/OR/NOT
  3. Optionally refine the report using Technology Topic filters.
  4. Choose the report language, such as EN or CN, where available.
  5. Select Create Report.

• Use Workspace when you want to create a report from patents already saved in a workspace or workspace folder. You can select Workspace as the data source after choosing a template, or start from within a workspace by opening the Analysis area and selecting Reports.

  1. Open Workspace from the left navigation.
  2. Open the workspace that contains the patents you want to analyse.
  3. Open the Analysis area.
  4. Select Reports 
     
  5. Choose the report/template and confirm the workspace or folder data source.
      

   

Review and edit a report

After a report is created, it opens as a report canvas with a Contents panel and report sections. The report toolbar includes options such as Save, Save As Template, Save as new report, Share, Refresh Data, and Data Source(s), depending on the report type and user permissions.

• Use the Contents panel to move between report sections.
• Use Save to keep changes to the current report.
• Use Save as new report to create a separate copy where available.
• Use Save As Template if you want to reuse the same structure for future reports.
• Use Refresh Data to update the report based on the current data source.
• Use Data Source(s) to review the data source used by the report, where available.

Share a report

To share a report, open the report and select the Share icon in the report toolbar. Sharing options may vary depending on the report type, user permissions, and whether the report is based on a workspace or query.

1. Open the report you want to share.
2. Select Share from the top toolbar.
   
3. Choose the available sharing option, such as sharing with another PatSnap user or copying a share link, depending on what is enabled in your account.
   
4. If the report is based on a workspace, make sure the recipient has the required access to view the underlying data, if required.
5. Confirm the sharing settings and send or copy the link.

Reports vs Custom Analysis

Use the following guidance to choose the right Analytics tool for your workflow.

• Reports: You want a guided, structured, client-ready output using templates or reusable report layouts.
• Custom Analysis: You want to manually build specific charts using selected dimensions and indicators.
• Charts / Analysis View: You want quick visual analysis from search results or a dataset.

• Dashboards: You want a reusable view or collection of charts for ongoing monitoring.

   

FAQ

Common questions

• Yes. When creating a report, select Workspace as the data source and choose the workspace or folder you want to use. You can also open a workspace, go to Analysis, and select Reports where available.
• Yes. After running a search, use the analysis/bar-chart icon near the family count to enter analysis with the current search result data.
• Yes, where available, use Save As Template to save the report structure for future use.
• Available templates may depend on your account permissions, subscription, product configuration, or selected data source.

Key Takeaways

• Reports help you create structured, shareable outputs from search results, saved workspace content, or report templates.
• You can start from the search results page, Analyze > Reports, a Workspace, or an existing report where reuse options are available.
• Choose Keywords/Search Query for a query-based report, or Workspace when the report should use patents already saved in a workspace or folder.
• Template availability, sharing options, and toolbar actions may vary depending on account permissions, product configuration, report type, and data source.