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Report Generator: Answers from Your Portfolio in Plain Language

Generate custom patent reports in ArcPrime using natural language queries with table and chart outputs

Written by Jonathan Liu

The Report Generator lets you ask questions about your patent portfolio in natural language and get answers as tables and charts. Instead of building complex filters or exporting data to spreadsheets, describe what you need and ArcPrime generates the report.

πŸ“· The Report Generator main page showing the heading, suggested question cards, and the input field at the bottom with a send button

Key Capabilities

  • Natural language questions β€” Ask questions the way you would ask a colleague. ArcPrime interprets your request and pulls the relevant data.

  • Table output β€” Results appear as a structured table with sortable columns, clickable patent links, and formatted data.

  • Chart visualization β€” Switch between table and chart views. ArcPrime generates bar charts, line charts, or pie charts based on the data.

  • Suggested questions β€” Pre-built question suggestions help you get started and demonstrate what the Report Generator can do.

  • Save and manage reports β€” Save reports for quick access later. Rename or delete saved reports from the My Reports page.

How It Works

Open Report Generator from the sidebar. Enter a question in the input field at the bottom of the page, such as "How many patents do we have broken down by granted vs. pending?" ArcPrime processes your request and generates a report.

Results appear as a table by default. Use the Chart and Table tabs to switch views. The chart view automatically selects the most appropriate chart type based on your data.

If you are unsure what to ask, click any of the suggested question cards displayed on the main page. These cover common questions like filing breakdowns, spending analysis, and inventor activity.

Common Use Cases

Use Case

How ArcPrime Helps

Executive reporting

Generate filing and spend breakdowns in seconds

Inventor analysis

Find which inventors have the most filings by technology area

Cost analysis

Identify pending cases with the highest prosecution costs

Portfolio trend tracking

See filings over time by taxonomy area

Getting Started

Open the Report Generator and try one of the suggested questions. To save a report for later, see How to Save and Manage Reports. For detailed steps on building a custom report, see How to Create a Custom Report.

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