Reports
Reports give you access to your Equinox Corporate+ data. You can examine your Equinox Corporate+ data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.
As you prepare to report on your Equinox Corporate+ data, keep these tips in mind:
- Well-designed reports run faster.
- Before building your report, consider writing down each of the questions your report must answer. This way, your report is sure to return all the data you need.
- Reports are shared via folders. Whomever has permission to the folder your report is saved in also has access to your report. Ensure that you save your report in an appropriate folder.
Before building your first report, familiarize yourself with these features and concepts.
Report Builder
The report builder is a visual, drag-and-drop tool which you use to create reports and edit existing ones. The report builder is where you choose a report type, report format, and the fields that make up your report.
You can launch the report builder from the Analytics tab or the Reports tab.
- To start a new report, click Create | Report on the Analytics tab or New Report on the Reports tab.
- To edit a report, find the report on the Analytics tab or Reports tab and select
| Edit.
Fields
One or more fields describe each report result. If you imagine that your report as a table of information, then each row is a result and each column is a field.
For example, a legal team using the IP management system might create a report about patents. Each result in the report represents a patent, and each field includes important details about the patent, such as patent number, filing date, inventor names, status, and expiration date.
When you create or edit a report, you choose which fields you want to include in your report. To ensure your reports run quickly, it’s a good idea to include only the fields that you need.
Filters
Limit the data that your report returns by using filters. Filters are useful for many reasons, such as focusing your report on specific data, or ensuring that your report runs quickly.
For instance, imagine a scenario where a company wants to generate a report on active trademarks. Using filters, users can narrow down the data to display only trademarks with an active status and owned by a particular department or individual.
Add filters in the Report Builder. In Lightning Experience, you can add, edit, or remove filters while reading a report, too.
Report Types
The report type governs which fields are available in your report. For example, when creating a report on trademarks, users can choose a report type specifically designed for trademarks. This report type would include fields relevant to trademarks, such as trademark name, registration number, class, and filing date.
The first thing you do when creating a report is choose a report type.
Report Format
The report format specifies how your report results are laid out. Available formats are tabular (no grouping), summary (grouped by rows), matrix (grouped by rows and columns), or joined (with report blocks that provide different views of your data). In the Equinox Corporate+ report builder, the report format automatically updates as you group report data.
- Build a Report
When you need insights into your IP portfolio, such as "How many inventions were filed in the last quarter?", "What kind of trademarks to we have in our portfolio?", or "What is the geographical distribution of our patent filings?", build a report to uncover these answers. - Customize Report Views in the Run Page
Leverage the intuitive interface of the Lightning Experience when reviewing and analyzing your IP portfolio reports in the analysis page. Customize views to focus on key metrics and trends that matter most to your IP strategy. - Updating Multiple Fields Inline on the Report Run Page in Lightning Experience
Keep records up to date by editing field values directly on tabular, summary, and matrix reports. - Filter Report Data
What if your report gives you more data than you need? Use filters to pare down your report until it only shows the data that you want. - Schedule and Subscribe to Reports
Receive notifications that keep you informed about metrics you care most about without having to manually run reports. In Equinox Corporate+, you can specify criteria that trigger report notifications.
- Export and Connect Reports to Other Tools
Export or connect a report to another tool, such as Quip, to work with report data outside of Equinox Corporate+. - Drill Down into Your Reports to Learn Even More
Utilize drill-down functionality to investigate specific aspects of your IP portfolio in greater detail. For instance, track the performance of individual patents or explore the distribution of trademark registrations by product category or region. - Organize Reports
Efficiently manage your IP reports by sorting them into folders and decluttering unused reports. Utilize search functionality to quickly locate relevant reports, ensuring easy access to vital IP insights. - Analyze Reports with Einstein Discovery for Reports
Einstein Discovery for Reports (previously known as Einstein Data Insights) scans your report data - quickly and thoroughly - using artificial intelligence and comprehensive statistical analysis. Einstein Discovery for Reports goes deep into the report data, explores underlying patterns, identifies insights, and surfaces those insights with charts and explanations that are easy to understand. Einstein Discovery for Reports works with Tabular and Summary reports. - Troubleshoot Reports
Use these tips to help solve problems that arise when you’re working with reports. - Improve Report Performance
If your report is running slowly, it’s generally because it’s processing a lot of data, which can be reduced with filters and other methods. Review these best practices and recommendations to optimize your report and help it run faster.