The Report Generator lets you ask questions about your patent portfolio in plain language and get answers as tables, charts, or a single number. Save the reports you rely on, and pin them to the Portfolio Overview so the whole team tracks the same metrics.
Key Capabilities
Plain-language questions — Ask the way you would ask a colleague. ArcPrime interprets the request against your workspace's technology names, statuses, and custom fields.
Transparent reasoning — Every report opens with How this report was generated, explaining how the question was read.
Table, chart, and single-number views — Switch between Table and Chart; counts and totals render as one large number.
Full downloads — Export Results gives you the complete data as CSV or Excel.
Saved reports and dashboards — Save a report, rerun it later, and add it to the Portfolio Overview as a widget.
How It Works
Open Reports in the top navigation. Enter a question in the Generate new report for... field, such as "List top 10 pending cases that we have spent the most on", and click Send. ArcPrime generates the report and opens it.
Read the reasoning panel first, then the results. Use the refresh icon to rerun against current data, and ask a follow-up in the field at the bottom to start a new report. Click Save Report to keep it; saved reports live under My Reports.
Suggestions listed under Try These Queries: show the kinds of questions that work well, from chart counts to spend rankings to filings over time.
Common Use Cases
Use Case | How ArcPrime Helps |
Executive reporting | Generate filing and spend breakdowns and pin them to the Overview |
Inventor analysis | Find which inventors have the most filings by technology |
Cost analysis | Rank pending cases by prosecution spend |
Portfolio trend tracking | Chart filings over time by technology or subtechnology |
Getting Started
For step-by-step instructions, see how to create a custom report. To keep a report and reuse it, see saving and managing reports.
Related Articles
How to Create a Custom Report — Ask a question and read the result
How to Save and Manage Reports — Save, rename, rerun, and delete reports
How to Customize the Portfolio Overview Dashboard — Pin saved reports as widgets
AI Assistant Overview — Conversational answers without building a report