A variety of Portfolio Analysis reports are available. (These examples are for illustration purposes only. Since this analysis is based on a small portfolio containing only a few patents, the figures are not large. For larger portfolios, the figures would be scaled accordingly.)
The Portfolio Cost Analyzer tool creates the following reports. The reports are listed from most summarized (for quick IP management review) to most detailed (to see all the costs that are included). Click one of the following links (or scroll down) for more information on these reports.
- Analysis by Patent Grouping and Country
- Analysis by Patent Family and Country
- Individual Patent Family Totals
- Individual Family Details by Country
- Links to More Samples...
Analysis by Patent Grouping and Country
Up to two patent groups are identified for the Analysis. One is identified as the major group; the other the sub-group.
The selected patents are then analyzed by country for the groups and sub-groups.
The timeframe may be yearly, quarterly or monthly.
The reports shown below are for a Yearly analysis by Division as the main group category, and Manager as the sub-group category.
Division Totals
Totals for each division for each year
Division Time Bar
Totals for each division for each year displayed in a bar chart
Division Pie
Totals for each division over all years displayed in a pie chart
Division Country Totals
Totals for each division for each year broken down by country
Division Country Bar
Totals for each division for each year broken down by country, displayed in a bar chart
Division by Manager Totals
Totals for each Division and Manager combination, for each year
Division by Manager Country Totals
Totals for each Division and Manager combination, for each year, broken down by country.
Analysis by Patent Family and Country
The selected patent families are analyzed by country.
The timeframe may be yearly, quarterly or monthly.
The reports shown below are for a Yearly analysis.
Totals by Patent Family
Spreadsheet of totals of each patent family by country for each year
Country Totals
Spreadsheet of all selected patent families totaled by country for each year
Country Totals Chart
Chart of patent family totals by country for each year
Individual Patent Family Totals
Totals by country, stage, and category over the life of a selected patent family are given in an Excel spreadsheet report. The report has four sheets:
- Totals by Stage
- Totals by Category
- Totals by Country
- Running Totals by Country
Totals by Stage
Spreadsheet of totals by country and stage for each year
Totals by Category
Spreadsheet of totals by country and category for each year
Totals by Country
Spreadsheet of totals by country for each year
Running Totals by Country
Spreadsheet of running totals by country for each year
Individual Family Details by Country
Each report page details the patent filing costs (by country). These reports are summarized at the stage/category level or are fully detailed (showing every fee included):
- Summarized
- Detailed
Summarized
Family details by country, summarized by stage and category
Detailed
Family costs fully detailed by country
