Report Builder for Web Reports

Version 2018.1 introduces a new way to report on data in Axiom Software—the Report Builder, a fully web-enabled reporting option. The Report Builder streamlines and simplifies the report creation process, so that reports can be created more quickly and require less training and technical requirements.

Using the Report Builder, web reports can be created and viewed entirely in the Web Client browser, without requiring any spreadsheet design and without requiring the Desktop Client (Excel or Windows). This greatly expands the available environments for report creation, since the only requirement is a supported browser.

This release is "phase one" of the Report Builder, providing the basic web report framework and functionality. We plan to expand this feature in future releases to include more report creation tools, enhanced reporting features, and continued improvements to ease-of-use.

In phase one, web reports can contain title text, hyperlinks, data grids, and KPIs. Using the default templates, web reports look similar to the following examples:

Example report with ungrouped data grid

Example report with grouped data grid

Example report with KPIs and grouped data grid

Web reports are similar to Axiom forms and use the same components as building blocks, but are created and managed differently:

  • Axiom forms are created in the Desktop ClientGeneral term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop. (Excel or Windows), using a source spreadsheet file as the basis for querying data and designing the form web page. Once the form has been created, end users can access it using just a browser—the Desktop Client is no longer required. The settings in the spreadsheet are used to render the form web page. Forms are very flexible and can support a wide variety of needs, but the setup and design requires a high level of Axiom Software knowledge and can be complicated.

  • Web reports are created in the Web Client browser, with no spreadsheet dependencies. The report setup is saved as an XML file, which is then used to render the report web page. Web reports support fewer options than forms, but are easier to create (though a basic knowledge of the system's data structures is still required).

Click the links in the side navigation menu for more information.