Equinox Corporate Plus

Equinox Corporate+ provides robust reporting functionalities tailored for IP management. Follow these simple steps to generate reports effortlessly:

Step 1: Navigate to the Reports Tab

1. Click on the Reports tab in the top navigation bar.

Step 2: Create a New Report

1. Click on the "New Report" button.

Step 3: Define Report Criteria

1. Select the appropriate report type from the list.
2. Customize the report criteria using filters and groupings.

Quick tip: Task and events will provide you with the docketing and tasks related to any object. Activities with trademarks for example will only provide you activities with their related trademarks. Any objects that are related together can be search as the basis of your report type.

Step 4: Customize Report Layout

1. Add and arrange columns to customize the report layout.
2. Apply formatting options to enhance readability.

Step 5: Preview and Run the Report

1. Click on the "Preview" button to review the report layout.
2. Once satisfied, click on the "Run Report" button.

Step 6: Save the Report

1. Enter a name for the report.
2. Choose a folder to save the report in.

Step 7: Review and Analyze Report Data

1. Review the generated report for insights into your intellectual property data.

Conclusion

Congratulations! You've successfully created a report in Equinox Corporate+ to analyze your intellectual property data. Reports are powerful tools for gaining insights and making informed decisions to optimize your IP management processes.