Exporting Your Prior Art

After completing a search, users may wish to export prior art lists for reporting, collaboration, or further analysis. NLPatent offers two distinct export options: Filtered Search Results and Saved Results. This article outlines how to export each, along with the customizable fields and file formats available.

Exporting Filtered Search Results:

Once you've refined your search using keyword filters or AI refinements, you can export the current results list as either an Excel (.xlsx) or CSV (.csv) file.

To export:

Navigate to the Results tab.
Click the Download button in the upper-right corner.
Choose your desired file format.
Select which properties you'd like to include as columns.

You can customize the export to include fields such as:

Document Number
Title
Publication Date
Priority Date
CPC Symbols
Inventors
Applicants
Current Assignees
Abstract
Notes
Relevance Analysis (if applicable)
Claims
Independent Claims
Legal Status
Saved Sections

Once downloaded, your selected fields will appear as column headers in the file. You can further refine or re-filter your search at any time and export multiple lists as needed.

Exporting Saved Results:

You can also export your Saved Results—documents you've marked as relevant, and which are often used by our AI for refinement.

To export:

Toggle to the Saved tab.
Click the Download button.
Choose from the following formats:
- Excel (.xlsx): Fully customizable column headers, similar to filtered results.
- CSV (.csv): Customizable column headers, ideal for structured data workflows.
- Word (.docx): Generates a summary report including your original search query, a list of saved document numbers, and select report fields (Title, Publication date, priority, inventors, legal status, CPC, External Links, Saved Seections and Relevance analysis) Note: This format is non-editable and designed for direct sharing.

Exporting for Combined Queries

When working with Combined Queries, the Saved Results tab behaves the same—results are shared across the project and exported as one list. However if you'd like to just look at the results list follow these steps:

Ensure that you're in the Results tab
Click the Download button.
Choose from the following export options:
- Export all queries
- Export specific individual queries
- Export specific query combinations

No matter your selection, all chosen results will be compiled into a single Excel or CSV file.

Q&A

Why isn't my relevance analysis exporting?

Even if you've selected the "Relevance Analysis" checkbox on the export page, the analysis will only appear in the export if it has already been generated. To include it, you’ll need to manually click into each patent and trigger the relevance analysis before exporting.