Turn trademark matches into client-ready reports

Pull the reporting period you need, whenever you need it

Scheduled alerts are useful, but trademark teams do not always work on a fixed schedule. Sometimes a client asks for an update now. Sometimes you need a month-end report. Sometimes you want to review only what appeared in the last week.

BrandCat lets you generate reports for a selected portfolio or client using periods such as the last 24 hours, 7 days, 30 days, 3 months, 6 months, 1 year, or a custom date range.

For example, a Cooler Master portfolio could contain watched names such as COOLER MASTER, CM STORM, MASTERGEL, NOTEPAL, and MASTERFRAME. Instead of reviewing each watch separately, you can pull one report containing the relevant matches across the whole portfolio.

• Generate reports for one watched mark, portfolio, or client
• Use recent-period presets or a custom reporting window
• Keep each watched mark's own NICE-class scope and filters
• Create an on-demand report without waiting for the next scheduled alert

Excel reports built for real trademark review

Excel is still one of the most practical formats for law firms and in-house trademark teams. BrandCat can export the reviewed result set into a structured workbook that keeps the fields needed for actual watch-report work.

Portfolio reports can include the watched sign, reported sign, watched and reported NICE classes, matching classes, office, application or registration numbers, filing and registration dates, status, owner / applicant, representative, goods & services, opposition deadline, and links back to the underlying record.

If results were color-coded during review, those colors can appear in the Excel report as well, making it easier to hand the file to a colleague, supervising attorney, or client without rebuilding the review manually.

Each exported match can also include a shareable View record details link. The recipient does not need to be logged in to BrandCat to open the linked trademark record, so the spreadsheet can stay compact while the fuller filing data remains one click away.

• Watched sign and reported sign side by side
• Watched, reported, and matching NICE classes
• Opposition deadline where it can be determined reliably
• Owner / applicant and representative data
• Goods & services text
• Shareable record-detail links that do not require a BrandCat login
• Review/risk colors carried into the workbook

Keep reports saved, reopen them, or export them again

Reports are not disposable email attachments. BrandCat keeps a report history so you can return to previous snapshots, reopen the HTML version, or download the report again in the format that makes sense for the job.

This is especially useful for recurring client work. If someone asks what was reported last month, you can reopen the saved report instead of reconstructing the same result set from memory.

• Open saved HTML reports
• Download Excel
• Download PDF
• Download CSV
• Re-run reports when you need a fresh snapshot

Set alert frequency per trademark — and per client portfolio

Not every trademark needs the same level of attention. BrandCat lets you set alert frequency separately for individual watched marks, so a high-priority trademark can be checked or reported more frequently than a lower-priority one.

You can also set a separate alert cadence for an entire Portfolio / Client. Instead of receiving unrelated updates one mark at a time, the portfolio alert can bring together the new matches for all watched trademarks belonging to that client.

The portfolio-level alert still respects the monitoring rules saved for each individual mark, including its own NICE-class filter. For example, one mark can be limited to Classes 3 and 5, another to Classes 9 and 25, and both can still appear correctly inside the same consolidated client alert.

• Choose a separate alert frequency for each watched trademark
• Choose a different frequency for the whole Portfolio / Client
• Keep each mark's individual NICE-class scope inside consolidated alerts
• Receive one client-level update instead of rebuilding multiple watch reports manually

Scheduled alerts and on-demand reports complement each other: alerts handle the routine review cycle automatically, while on-demand reports let you pull the exact period you need whenever a client or internal team asks for an update.