1. Knowledge Base
  2. Getting Started with Haloo

Reporting Options

A guide to your report options: Custom Client Reports (Word) & Download Data (Excel)

Custom Report Builder - Word

When using Haloo's self-serve Custom Report Building tool, users are empowered to create customized professional reports that are intuitive and client-ready. Select records, customize rankings, analyze conflicts, comment and annotate your federal and common law records directly within the platform in a single unified environment. Haloo puts professional reporting at your fingertips. 

Haloo's signature Client Reports are designed by an award-winning creative designer and are polished, professional and a quality product that you can deliver and sell to clients. Your download will be in a Word document.  

What's New:

Interactive Table of Contents

Our Table of Contents now features clickable page numbers, allowing you to jump directly to specific sections of the report with one click.

 

tableofcontents-1

Record View

The new record view layout offers a clearer, more organized display of essential details.

 

Fullrecord

Common Law Summary 

A summary of selected Common Law records with quick links to full screenshots using the eyes 👀 in the Preview column. 

 

Full Screenshots

Quickly jump to the full screenshots of your Common law selections including the annotations you made and a timestamp of when the screenshot was taken.  Link out to the website referenced using the hyperlink. 

 


 

Download Data - Excel 

When you export Federal trademark data (or Federal, State and Business Name data, for US searches) using the Download Data button on your results page, your download will be in an Excel document.  When using the Download Data button, you do not need to select records to include in your report. Using Download Data, your report will automatically download up to 2,000 records from the results, not limiting these results to selected records.

downloaddata