Monthly report: Individual fees (Madrid System)

Hello! Welcome to our tutorial.

In this video you will learn how to read the Madrid monthly report.

Enter your IP Portal Dashboard and find the widget "Distribution Reports for IP Offices".

Open "Quick start guide" to find answers to your questions regarding distribution reports.

To be able to read reports, consult the page "Definitions of terms".

"Definitions of terms" is your dictionary that helps you in navigating and interpreting the reports.

Select the type of document "Monthly report – Individual fees".

This document contains a list of individual fees that are individual transactions for a given month.

Then choose Madrid as your treaty in the list below.

Select a month of the specific year of which you would like to receive a report. Remember that a "month" must be considered as "calendar month" (that is from the 1st day of the month to the last).

When all the filters are applied, click on the download icon.

You can download a monthly report in four different formats. You can choose those that better suit your business needs.

XML file can be imported in the IP Office's internal IT System. PDF and XLS are the formats for the standard data presentation. CSV is similar to XLS format but it is used to work with data allowing sorting and calculations based on specific criteria.

Click on the desired format. The download will start immediately.

Based on the chosen format, you will see a different representation of data.

Note that only the representation of data changes: all the data elements will remain the same for all the formats.

To interpret the data, as mentioned previously, refer to the dictionary "Definition of terms".

Madrid report shows the operations for a given IRN and the DocID is a unique reference for the transaction. You can find the transaction in the Gazette issue indicated in the report. The Fee date is the date at which the fee value is considered. The report shows the number of classes, the number of class limitations, the fee codes, and the fee amounts.

This report will help your IP Office reconcile the data.

If you opted for WIPO collecting handling fees, the report is showing the fee collected for each DocID, the Fee date, and the Gazette issue.

If you would like to have a list of transactions for the whole calendar year (so from the 1st of January to the 31st of December of a given year), you can choose and download in the widget another report called "Annual statement - individual fees".

"Annual payment statement - Individual fees" shows the payments made for each treaty per month of a given year.

You can find more tutorials on our website - wipo.int.

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Thank you for watching our tutorial. We are looking forward to seeing you again at our next tutorial.