Click My
Files in
the upper-right hand corner, and then select Transcripts.
On the Transcripts page, click the ellipsis icon, and then select Create
Report.
In the Reporting window, select the template on which you would like to base your new custom template. The first four options are standard templates that include certain predefined fields (click the template name to see included fields), with previously created custom templates listed underneath (e.g., "My Custom Template"):
Under Select Report Format, select the Hit Highlighting Options and 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.
Note: The format you select here is not saved as part of the template.
Click the Customize
Fields link.
Customize the fields you want to include in your template:
To add fields, click-and-drag the field from the Available Fields column to the desired field category in the Included Fields column.
To remove fields, click 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.
Enter
the desired template name, and then click the Save
button. The next time you open the Reporting
window, the template will then appear in the Select
Field Template section.
