Custom Reports

How to Generate and Use Reports in Analytics

Use the Reports function in Analytics/Workspaces to turn a patent search into an interactive visual report. This video guide will help you to choose the right template, generate the report, interpret the charts, and export or refine results as needed.

• Beyond Custom Analysis, Premium Analytics users also have access to additional analysis tools, including Landscape and Reports.
  
  You can find Reports under:
  
  Analytics → Analyze Results dropdown
  
  Workspace → Analysis tab
  
  This walkthrough focuses on the Reports feature.
• The example uses a search for vacuum cleaner technologies.
  
  Filters applied in the example:
  
  Application date range: 2020 onward
  
  Exclude design patents
  
  Include applications, granted patents, or utilities
  
  The search returns 12,600 families.
  
  Reports are useful when you want to analyze a large dataset visually instead of starting directly from raw patent records.
• Go to Analyze Results → Reports.
  
  A pop-up appears with multiple report templates.
  
  Examples of available options include:
  
  Technology report
  
  Technology monitoring
  
  Insights templates
  
  The video focuses on Insights templates, such as:
  
  Technology Key Report
  
  Company Key Report
  
  Competitive Key Report
  
  Pick the template that matches the type of analysis you want to perform.
• Use a template based on the question you want answered.
  
  Example: if your search is technology-first, and you want to understand:
  
  which classifications are most used
  
  who is filing most often
  
  who the key players are
  
  Then the Technology Key Report is the best starting point.
  
  Select the template to open it in a new browser tab.
• The new tab loads your original query automatically.
  
  Review the populated search criteria to make sure it matches your intent.
  
  You can also refine the query by:
  
  adding technology topics from the taxonomy
  
  adding exclusions for irrelevant technologies
  
  using data already saved in a workspace
  
  If the query looks correct, click Create a report.
• After you click Create a report, the system generates the report.
  
  You land on the overview page.
  
  The overview includes six popular charts.
  
  These charts are designed to give a fast visual summary of the dataset.
• Charts are interactive.
  
  You can:
  
  Hover over bars or data points to see breakdowns
  
  Click a bar to drill into a more detailed view
  
  Common filters available in the report include:
  
  Authority
  
  IPC classifications
  
  Legal status
  
  Date ranges
  
  The report only reflects what was included in your original query.
  
  If your original query filtered to US only, you cannot later analyze non-US data from that report.
  
  To change the available data, go back, adjust the query, and regenerate the report.
• You can export charts in different formats.
  
  You can customize the report before exporting.
  
  You can also share a live interactive version through a generated link.
  
  This lets others explore the report in the same interactive format.
• The left-hand menu organizes the report into categories.
  
  Example category: Assignee Analysis.
  
  This section includes visualizations such as:
  
  assignee-related tables
  
  financial information, if available for public companies
  
  top assignees in the defined technology area
  
  document counts in each assignee’s portfolio
• Clicking a chart element, such as LG Electronics, opens a side panel.
  
  The side panel shows the records behind that chart segment.
  
  From there, you can:
  
  view the documents
  
  extract the data back into Analytics
  
  save it as a subset in a workspace
  
  zoom in and generate a new report from that selection
• One especially useful chart in Assignee Analysis is New Entrants.
  
  A new entrant is defined as an applicant filing in the technology area for the first time in the past five years.
  
  These may be:
  
  startups
  
  established companies entering a new space
  
  This chart helps you identify potential disruptors and track their filing activity over time.
• You can click specific data points, such as filings from a particular year.
  
  The side panel lets you:
  
  view the underlying documents
  
  extract the selected data to Analytics or Workspaces
  
  Some charts also allow editing.
  
  Look for the pencil icon to change chart settings, such as:
  
  Top 10
  
  Top 20
  
  Top 50
  
  Not every chart is editable, but many offer some customization.
• The video concludes with a summary of the visualization overview.
  
  For more information, use the relevant documentation in the Help Center.
  
  You can also contact support for additional assistance.