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 iEdison Organization User Guide
                            Expand or Collapse
          Getting Started
                                              Expand or Collapse
                Creating a Login.gov Account
                                  Registering Your Organization with iEdison
                                  Creating Individual Accounts (under Organization)
                                  Logging in to Your Account
                                  Editing or Customizing Your Profile and Preferences
                                  Editing or Customizing Your Organization Profile
                                  Your Dashboard Explained
                                  Your Sidebar Explained
                                  iEdison Field Definitions
                      Invention Reports
                                              Expand or Collapse
                Creating an Invention Report
                                  Viewing or Modifying Invention Reports
                                  Giving View Access to Reports (Joint Inventions)
                                  Linking Parent-Child Inventions
                                  Making a Title Election Decision
                                  Submitting a Title Election Extension Request
                                  Submitting an Initial Patent Application Extension Request
                                  Submitting a Non-Provisional Patent Application Request
                                  Submitting an Invention Void Request
                                  Submitting an Invention Assignment Request
                                  Receiving an Invention Assignment Request
                                  Submitting an Invention Transfer Request
                                  Receiving an Invention Transfer Request
                                  Submitting a Domestic Manufacturing Waiver Request
                      Patent Reports
                                              Expand or Collapse
                Creating a Patent Report
                                  Viewing or Modifying Patent Reports
                                  Moving a Patent to Another Invention within Your Organization
                                  Linking Parent-Child Patents
                                  Uploading a Government Support Clause Document
                                  The Government Support Clause Template
                                  Generating and Uploading a Confirmatory License
                                  Abandoning a Patent
                                  Submitting a Patent Void Request
                                  Submitting a Patent Assignment Request
                                  Receiving a Patent Assignment Request
                                  Submitting a Patent Transfer Request
                                  Receiving a Patent Transfer Request
                      Utilization Reports
                                              Expand or Collapse
                Creating a Utilization Report
                                  Viewing or Modifying Utilization Reports
                      Generating Reports from iEdison Data
                                              Expand or Collapse
                Generating a Standard Report
                                  Building a Custom iEdison Report
                                  Retrieving a Saved Custom Report
                      General Topics
                                              Expand or Collapse
                Navigating Notifications
                                  Notification Clearance Instructions for Organizations
                                  Initiating a Communication or Discussion
                                  Responding to a Communication or Discussion
                                  Grant Formats
                                  Troubleshooting in iEdison
                                  How to Submit a Help Desk TicketBuilding a Custom iEdison Report

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

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

 
      Sidebar screenshot.2. Click the "New Report" button

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

 
      Custom report screenshot.3. Select the report criteria



 
      Custom report screenshot.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.

 
      Custom report screenshot.

**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 OptionsIn 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.

 
      Custom report screenshot.**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 Year4. 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.

 
      Custom report screenshot.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.

    
    Created July 14, 2022, Updated August 7, 2022 ‹ Generating a Standard Report
              Retrieving a Saved Custom Report ›
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