April 26, 2019: Reporting, Transcript, and Visual Updates

Reporting

This release includes the following updates to reporting functionality:

• Custom reports:

• Users will be able to select multiple fields when customizing reports.

• Use the CTRL key on the keyboard to select multiple fields to either add or remove from a pre-defined or customized template.
  
  
  

• Designated Field in Patent table report:

• Designated Field (DS) which is inherently part of the PI field in CA files will not be included by default in the table reports.

• Users can however include this content by customizing one of the pre-defined templates.

• This enables smoother sorting and filtering of patent records.
  

  	Before	After
  Patent Information	Individual Columns: Patent No. (PI),Kind (PI), Publication Date (PI), Application No., Application Date Merged rows: Designated states	Individual columns: Patent No. (PI),Kind (PI), Publication Date (PI), Application No., Application Date NO merged rows due to Designated states

• Document Options (Header, Footer, Cover page, Comments):

• This release makes adding document options to an enhanced or standard report more straight forward

• When comments are added, they’re added only to the Cover page

• Title when added is added to both cover page and the header

• Creator when added is added to both cover page and the header

• Transcript name, Date of search, Databases information are retained in the cover page
  
  

Transcript

This release updated the hit term highlighting in RTF and PDF exports.

Visual Updates

This release includes visual updates to the Analyze window.

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