AX1692

Opening web reports

Web reports are reports created using the Report Builder. You can browse all of the web reports that are available to you and open them to view the report data. In order to open a web report, you must have at least read-only access to the report, as defined in Axiom Budgeting & Performance Reporting security. Web Reports can be opened from either the Web Client or the Desktop Client.

This topic discusses the default way to access web reports. Your system may be designed so that you can open web reports in other ways, such as:

  • Using the Navigation panel in the Web Client
  • Using links within your home page or other files
  • Using links within a task pane or ribbon tab in the Desktop Client

You can open web reports using the Report Builder page in the Web Client.

To access the Report Builder page:

  • Click the menu icon in the left side of the Task Bar to open the Navigation panel. Then, select Report Builder.

Alternatively, you can go to directly to the Report Builder page as follows:

Example On-Premise URL

 

http://ServerName/Axiom/Reports

Where ServerName is the name of the Axiom Application Server, and Axiom is the default name of the virtual directory.
     

Example Cloud System URL

 

https://CustomerName.axiom.cloud/Reports

Where CustomerName is the name of your cloud service system.

Example Report Builder page

Using the My Reports section of the Report Builder page, you can:

  • Use the All view to see all web reports that you have permission to access.
  • Use the Folders view to browse web reports by folder. Depending on the system and your file permissions, you may have available web reports in the Reports Library and in My Documents.
  • Use the Search box to find web reports based on their name.

When viewing lists of web reports, you can switch between Icon View and Detail View. To open a web report from this location, click it.

Web reports can also be opened from the Desktop Client. For more information, see Opening web reports in the Desktop Client.

You can open a web report from the Reports Library in the Desktop Client (Excel Client or Windows Client). You can differentiate web reports from other types of Axiom Budgeting & Performance Reporting reports using the following icons:

  Web report
  Axiom form
  Spreadsheet Axiom file

To open a web report:

  1. On the Axiom tab, in the Reports group, click Reports to bring up the Reports menu.

    NOTE: If you are using an Axiom packaged product, this feature may be present on a different ribbon tab.

    TIP: You can also open reports from the Explorer task pane or Axiom Explorer.

  2. Use the Reports Library folders at the bottom of the menu to navigate to the specific web report that you want to open, and then click on it.

The web report opens in the Web Client using your default browser.

For information on opening web reports in the Web Client, see Opening web reports using the Web Client.