Juristat's dashboards allow users to create a customized view of any set of applications.
To access Dashboards, click the Dashboard icon in the left navigation bar:
Setting Your Default View
The first time you click the Dashboards icon, you'll see a default view displaying some pre-selected charts. Until you add a filter, this view will display information about Juristat's entire USPTO application database.
From this default view, start to build your first dashboard by adding filters and customizing the charts in your view.
Filter Your Dataset
As usual, filters are available by clicking the "Filters" toggle in the left navigation bar.
By adding filters for a particular firm, assignee, filing/disposition date range, list of application numbers (and many more), you can limit your dashboard view to the set of applications most relevant to your practice.
Customize the Charts
To remove a chart from your view, click the scroll wheel in the corner of the chart you'd like to remove. To move a chart, click the six dot icon in the corner of the graph and drag it to the desired location.
To add additional charts to your view, click the "Add Charts" button in the upper right corner.
In the following screen, you'll be able to browse our chart library, view descriptions of each chart, and add desired charts to your dashboard. When finished, click the "Save and Return to Dashboard".
Saving Your Dashboards
Once you've created a dashboard you'd like to save, click the "Actions" button in the upper right corner and select "save as new dashboard."
You'll be prompted to enter a name for your dashboard and save it for future use. To access your previously saved dashboards, click the dropdown under the title of the dashboard you're currently viewing:
Click the name of any saved dashboard to re-run it at any time. In addition, click the three dots next to any of the saved dashboards to set a custom dashboard as your default, copy the URL to send to a colleague, clone a dashboard, or delete a dashboard.
Under this menu, you'll also notice a second Juristat-created dashboard called "ROI Metrics." To learn more about this dashboard, check out our ROI Metrics Dashboard article.
Creating Dashboards with Private PAIR Data
For users with Private PAIR integration, Juristat offers the ability to create custom dashboards from your private data. To get started, click the "create dashboard" button:
The subsequent pop up window will prompt you to enter a name for your new dashboard and select a data source. To use your private PAIR data, select the "Private PAIR data" option:
Click "Create" and you'll have a blank dashboard and you can begin to add your desired charts and graphs by clicking "Add Charts to Dashboard":
Once you've added your desired charts, you can save this dashboard in the same way you would any other and run it at any time or set it as your default view.