What this article covers
- How PatentSight workbooks are structured, including sheets and the Search, Analysis Templates, and Analysis Display panels.
- How to run basic analyses using Field Search and key filters such as owner, IPC codes, patent families, and filing year.
- How to use analysis templates (e.g. Sunburst, filing year charts, result lists) to explore technology fields and portfolio data.
- How to interact with charts, drill down into results, and create new sheets to deepen analysis.
- How to assess competitive landscape and portfolio strength using Quality vs Quantity and Patent Asset Index trends.
- How to save, reopen, organise, and share workbooks for continued analysis.
Useful Article Links
PatentSight Basic Concepts Methodology & Use Cases
PatentSight+ AI Powered Features Explained
Introduction to Charts, Tables and Analysis Templates
Choosing the Right Chart or Table Template