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PatentOptimizer™ Analytics Report

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Select the options you would like to use in generating a new Microsoft® Excel or Microsoft® Word report.

You can launch the PatentOptimizer™ Analytics Report feature by clicking the Report button on the PatentOptimizer™ Analytics dialog box.

The following image shows the Analytics Report dialog box.

 

ValueDescription
Include

Select one of these options:

Filter Tabs Area (top portion of the dialog box)

  • All Items - All items that were retrieved are included in the report.
  • Filtered Subset - The items that are interrelated by the currently selected filters are included in the report.
  • Selected Items Only - Only the filter items that are selected are included in the report, not the interrelated items. That is, if you have selected one Claim Element and one item under People & Org, only those two items will appear in your report.

View Tabs Area (lower portion of the dialog box)

  • Selected Pubs/Docs - Each of the publications/documents you selected is included in the report.
Show Class DescriptorsSelect to show class descriptors in the report.

 

Worksheets tab

ValueDescription
SelSelect the checkboxes that correspond to the other columns in this table.
ItemLists the different options available for you to select.
Worksheet NameClick to enter a custom name.
Select AllClick to select all of the checkboxes in the Sel column.
Clear AllClick to clear all of the checkboxes in the Sel column.
OkClick to generate a Microsoft® Excel spreadsheet report.
CancelClick to close the dialog box without saving any changes.

 

Chart 1 through 5 tabs

ValueDescription
Categories OnlySelect this option if you only want categories (not Categories Plus Values) to be displayed in your report. Then use the Sel checkboxes to pick the listed category you'd like to include.
Categories Plus ValuesSelect this option if you want to include values in your report. Then use the Sel checkboxes to pick the listed category you'd like to include.
Include "Other"Select to include a summary "Other" value in your report.
Chart NameEnter the name of your chart.
Chart Type

Select whether you'd like the chart to be Stacked or Clustered.
The following is an example preview of a report with a Stacked chart type:




The following is an example preview of a report with a Clustered chart type:



 

Max CategoriesSelect a value from 10 to 50 from the drop-down list.
Max ValuesSelect a value of 5, 10, 15, or 20 from the drop-down list.
Preview LayoutClick for a preview of how the data will be displayed on the chart.
OKClick to generate a Microsoft® Excel spreadsheet report.
CancelClick to close the dialog box without saving any changes.

 

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