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Report Builder (beta)

Lens Reports is a new beta facility for creating evidence-based, open, sharable and reusable reports linked to real Lens data and analytics. The next evolution of Lens, search, collect, analyze, annotate and now present your findings in a flexible, data-driven reporting interface.

The Lens Report Builder aims to allow users to create evidence-based reports containing interactive visualizations powered by live data. By bringing together scholarly, patent, human, institutional and biological metadata, along with user annotations and third-party content into the one place, Lens Reports provide a powerful facility for sharing and publishing the results of your search and analysis on the Lens. Building on the foundational platform that is the beta version of Lens Reports, the Lens Report Builder will be refactored to provide enhanced content centric UX, multi-user collaboration in real-time, public commenting, report templates and more.


Lens Report Features

Collaboration

Users can collaborate with colleagues to create new reports or clone existing reports within a multi-user access control report.

Interoperable Data

Lens Reports are based on FAIRE data, which not only meets the FAIR standards of Find-ability, Accessibility, Interoperability, and Re-usability, but is also Enabling.

Version Controlled

Reports are version controlled with relevant history states allowing you to rewind and compare and regress if needed as your report evolves.

Decision Support Tool

Reports are kept current and up to date… for investment, enterprise, research and policy to find profitable and practical interventions, by mapping and exposing partnerships, opportunities, risks and trajectories (PORTs).

Current and Informative

Linked to real open data, Lens Reports using searches, collections, analysis dashboards and charts can be automatically updated when new research or patents come to light.

Linked Content

Lens Reports allow you to embed and display 3rd-party content from a range of external sources and websites.

Full Lens Data

Behind Lens Reports is the full corpus of scholarly works and patent literature holdings, including biological sequences and legal events.


Location

Lens Report builder can be accessed easily from the Our Apps menu of the menu bar of every page of the Lens, as well as from the main navigation menu under Work Area once your beta access is approved.

Work Area Sidebar

You can see the “Reports” menu on the work area sidebar along with the count for the total number of reports. You can view all the reports by clicking on the menu.

Work Area Tab

Within your work area you can find the “Reports” tab. Here you can explore and or manage all the reports you have ever added to documents, patents and collections as well as multiple viewing options, sorting and management tools.


How to Use

Once you register your interest, you will be given access to create your own report. You can register your interest on Lens.org. After the access is granted, you can create a Report following the simple steps below.

Create New Report

A new report can be created from the work area Reports Tab by clicking on the “Create New Report” button. A Pop up will appear after clicking the button where you can give the title and the description for the report. Clicking the “Create” button will create a new report.

Edit Report

An edit button on the top right of the main title page allows the user to edit the report. The edit functionality includes the following tasks:

Edit Main Title Page

The Main Title page of the Report can be edited by clicking the edit button provided on the right of the title. Here you can edit the report title, subheading, description and upload the image from the library.

Add Content

Once you create a new report you have a blank report page. You can now start adding content by pressing the “Add Content Row” button or start with a template. You can choose to add different kinds of content: Patent, Scholar & Others. For patent and scholarly content, you can further choose from the collection option or saved query option or alternatively you can build a new query in the box provided. Collection or saved query you wish to use can be chosen from the drop-down list provided. Other content types include iframe, Image or uploading the desired file.

Set Data Source

You can set the data source for the report by choosing the base query or base patent collection or base scholar collection for the report. You can choose the collection or saved query from the list provided.

Add multiple content rows

Hovering on the overview page allows you to add multiple content rows in a report page. You can also edit content style and content types by clicking the edit button on the right side of the overview page. Different Row Settings can be chosen by clicking the “Settings” button seen on the right of each row.

Add Pages

You can add pages to the report by clicking the ‘+’ button seen below the main title. Here you can choose page types including Report Builder, Analysis Dashboard, Sources. You can also add page title and tab label before creating a page. Analysis Dashboard page types automatically populate from a saved dashboard and collection. Changing the charts here and saving the page will also update the dashboard everywhere it is used (including other reports). To add different charts in your page you can choose from the list of charts provided. Some of the charts include Date Histogram, Horizontal Bar Chart, Stacked Bar Chart and so on. To change the data, update the collection.

Formatting

Quick help on Markdown language is provided at the bottom right of corner of the paragraph to format the text of the report. Users can format the text of the report like change the font size, text color, or style that looks great on any device.


Report Configuration

Data Sources

Users can define the base query, base patent collection, base scholar collection for the report. Users can choose the collection from the list of their collection. The data sources can also be edited from the report schema by providing the collection id. 

Page Tabs

Tabs are your pages. You can add a new tab label to each page or edit the tab label. You can also change the sequence of the pages in the report or delete the page. The label of the page can be changed from the report schema. You can add pages to the report by clicking the ‘+ New’ button seen in the masthead tools.

Authors

You can add or remove authors of the report from here. To add the author, you can simply give the author’s name along with the author’s profile URL and avatar URL and save the details.

Templates

Quick Start Templates give you an instant starting point or allows you to replace the current page with a selection of pre-set templates. You can also create a clone of the report or delete the report from here.

Report Schema

Here, you can see the entities and the attributes that are included in the report. Users can edit the report attributes like heading, subheading, image from here. The data sources, tabs and authors can also be edited from the report schema. Editing the report schema directly also allows you to make pages nested in the report. 

Page Schema

Here, you can see the entities and the attributes that are included in the page. Users can edit the title, type, rows, id, and references of the page from here. Row settings and the content of the rows can also be edited from here including other row attributes. References to the other report pages can be defined here in page schema.

Advanced TAB

The Advanced Tab allows you to replace the current page with the overview template. You can also create a clone of the report or delete the report from here.

Export and Share

Users can Save, Export or Share the report with others. Once a report is complete simply publish and share your reports with anyone.

Intuitive Design 

Users can drag and drop custom Lens content and analysis from multiple places into personal and responsive report layouts. You can create your own custom report or use our guided wizards to create a report in minutes.

Updated on May 25, 2023

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