Building a Custom iEdison Report

To build a custom iEdison report, complete the following steps:

1. Click "Custom Reports" in the Sidebar
2. Click the "New Report" button
3. Select the report criteria
4. Click the "Download" button

1. Click "Custom Reports" in the Sidebar

2. Click the "New Report" button

The "New Report" button is located in the upper-right corner.

3. Select the report criteria

 

In the "Output Report Fields" panel, select the fields in the "Fields Available" column you wish to output in the report and then click the right-single-caret button to move those fields into the "Fields Selected" column. Clicking the right-double-caret button will move all fields into the "Fields Selected" column. The left-caret buttons will remove the fields.

To filter the report by a field, select the field from the "Fields Available" dropdown menu.

 

NOTE: only certain fields can be selected for filtering purposes when building custom reports in Edison. Fields without this capability will not appear as options in the "Fields Available" selection menu. Fields with filtering ability include:

• Invention Disposition Status
• Filing Date of PCT Patent Application
• Filing Date of the Non-Provisional Patent Application
• Filing Date of the Provisional Patent Application
• Final Patent Rights Determination
• Foreign Filings
• Patent Docket Number
• Patent Number
• Patent Status
• Type of Patent Application
• Commercial Products
• FDA Approval Number
• Latest Development Stage
• Manufacturing Waiver
• Reporting Year
• Small Business Licenses Options

In the "Sort Criteria" panel, you may select fields you wish to sort by with the "Fields Available" dropdown menu. The fields that appear in this menu will depend on what fields you selected to be included in the report. Add the field by clicking the right-caret button. If you add multiple fields, you may adjust the sort order using the up and down arrow buttons.

NOTE: only certain fields can be used for sorting purposes when building custom reports in iEdison. Fields without this capability will not appear as options in the "Fields Available" selection menu. Fields with sorting ability include:

• Invention Creation Date
• Invention Docket Number
• Invention Report Number
• Election Status
• Primary Agency
• Filing Date of PCT Patent Application
• Filing Date of the Non-Provisional Patent Application
• Filing Date of the Provisional Patent Application
• Patent Docket Number
• Patent Number
• Patent Status
• First Commercial Year of Sale
• Reporting Year

4. Click the "Download" button

Click the "Download" button to download the report. The report will be saved on your local device as a Microsoft Excel file.

If you wish to save a report for future use, enter a "Report Name" for this report and a description of what the report contains under "Report Description" to help you identify the report in the future. Also, select whether you want to make this custom report available to other users in your organization.  If you do not select the sharing option, this report will only show up in your account.  When you are done, click the "Save" button. Saved reports will appear when you click "Custom Reports" in the Sidebar.