Reporting

When and how to use the Custom Set Theory tool The Custom Set Theory tool, allows you to apply formulas over your existing reports to combine, intersect or review differences within the data. Whilst you would typically use the standard reporting tools to extend report parameters i.e. to add in additional portfolios or additional classifiers, or combine data using the patent upload functionality...

Custom clustered report feature. Rename and customise technology clusters. This report allows you to upload a list of patent numbers and tag to your own technology cluster name, and portfolio/organisation name. Reasons for doing this include: It may be that you have an internal naming system for patents within your portfolio. You may wish to rename the technology clusters in your LexisNexis® Cl...

Create a custom group of companies/owners/portfolios with multiple assignees Combining Assignees within a portfolio/OrganisationYou can create a custom portfolio in your report by selecting assignees from a single portfolio, or multiple separate portfolios. The power is in your hands! The result is that the assets of these entities are combined within the report, and are given the portfolio nam...