Creating a Custom Report or Table

To create a 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.

4. Under Select Field Template, select the template you would like to use (click the template name to see included fields):

• Journal

• Patent

• Patent and Journal

• Substance

• A previously created custom template (My Custom Template in the example below)

Note: Any of the templates can be downloaded in table format.

5. Under Select Report Format, select the Hit Highlighting Options and format you would like to use:

• Standard: RTF format, uses field codes to label field 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.

6. Click the Customize Fields link.
   
   

7. Customize the fields you want to include in your report, and then click the Done 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 Included 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 Included Fields column to the Available Fields column.
  
  Note: Fields for which there is no data in the transcript are grayed out.
  
  
  
  To create a custom template from the fields you selected, enter the desired template name, and then click the Save button. The template will then appear in the Select Field Template section.

8. You may enter the following optional information:

• Header Information:

• 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
  
   

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

Learn More

Displaying and Formatting Results

Create a Standard (Predefined) Report or Table in STNext