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Managing Axiom Intelligence reports

You can create Axiom Intelligence reports to perform ad-hoc analysis and explore Axiom Decision Support data using interactive data visualization tools.

In order to create an Axiom Intelligence report, you must have read/write access to at least one folder in the Reports Library, as defined in Axiom Decision Support security. Also, if you have access to My Documents, you can create and save Axiom Intelligence reports there.

You can start the report creation process from either the Web Client or the Desktop Client General term for using either the Excel Client or the Windows Client, both of which are installed to the user's desktop.. However, all Axiom Intelligence report creation and editing activity takes place in the Web Client. If you initiate report creation from the Desktop Client, you are automatically taken to the Web Client.

NOTE: Axiom Intelligence reporting is a cloud-based feature that is only available in Axiom Cloud Service systems. Axiom Intelligence reports rely on an engineered data model and specifically licensed features, which are only available in conjunction with certain Axiom Software products. If you currently license Axiom Decision Support industry-specific products, please review your Product Release Notes for details regarding the availability of Axiom Intelligence reporting. Alternatively, if you would like to independently use Microsoft PowerBI to query your existing Axiom Decision Support data set, please refer to this article to instruct your information technology professionals to establish an OData connection.

Creating an Axiom Intelligence report in the Web Client

In the Web Client, you can create new Axiom Intelligence reports using the Report Designer page.

To create an Axiom Intelligence report in the Web Client:

  1. Click the menu icon in the left side of the Task Bar The gray bar that displays across the top of browser-based Axiom files, as well as various feature pages of the Web Client. The Task Bar provides access to various tasks that are specific to the current area, page, or document. to open the Navigation panel. Then, select Report Designer.

    Alternatively, you can go to directly to the Report Designer 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://ClientName.axiom.cloud/Reports

    Where ClientName is the name of your Axiom Cloud Service system.

    NOTE: If you do not see the Report Designer in the Navigation panel, this may mean that your organization's Navigation panel has not been updated (or that your organization has customized the panel to exclude it). For more information, see Navigation panel.

  2. In the Report Designer page, click the New Report button to the right of the Axiom Intelligence Reports header.

    A new Axiom Intelligence report opens in the report editor.

  3. Using the report editor, add visualizations to the report and configure them to show the desired data. For more information, see Using the Axiom Intelligence report editor.

    Example Axiom Intelligence report in the report editor

  4. In the left-hand side of the report editor toolbar, click File > Save As.

  5. In the Save As dialog, select the folder where you want to save the report, then enter the File name and optional Description. Click Save to save the report to the specified location.

Creating an Axiom Intelligence report in the Desktop Client

In the Desktop Client (Excel Client or Windows Client), you can access the Report Designer page from the Reports menu.

To create an Axiom Intelligence report in the Desktop Client:

  • On the Axiom tab, in the Reports group, select Reports > Report Designer.

    NOTE: In systems with installed products, this feature may be present on a different ribbon tab, such as the Main tab.

The Web Client opens to the Report Designer page. From this point, all creation activities take place in the Web Client, and the steps are the same as described in the previous section.

Editing an Axiom Intelligence report

You can edit existing Axiom Intelligence reports as needed, as long as the report was not installed by a product package. You must have read/write access to the report file in order to edit it, as defined in Axiom Decision Support security.

Axiom Intelligence reports can only be edited in the Web Client. Although you can open existing Axiom Intelligence reports from within the Desktop Client, you cannot edit them in that client. Once the report is open, all editing activities take place in the Web Client.

Only one user at a time can open an Axiom Intelligence report for editing. If another user attempts to edit the report while it is locked to another user, then it can only be opened as read-only. When a report is opened as read-only in the editor, no changes can be saved, but Save As can be used to save a copy of the file. Although the report is locked for editing, other users can continue to view the report as normal.

Product-controlled Axiom Intelligence reports are locked and cannot be edited. However, if you have read/write access to the locked report, then you can open the report as read-only in the editor for purposes of saving a copy of it with a new name.

To edit an Axiom Intelligence report:

  1. Open the report that you want to edit.

  2. In the right-hand side of the task bar, click the Go to Edit Mode icon .

    The report opens in the report editor.

  3. Using the report editor, make changes to the report as desired. For more information, see Using the Axiom Intelligence report editor.

  4. In the right-hand side of the report editor toolbar, click Save to save your changes.

    You can also click the Go to Preview Mode icon at any time to view and interact with the report as end users will see it. The report is automatically saved before you enter preview mode. To return to the report editor from preview mode, click the Go to Edit Mode icon again.

    If you want to save a new copy of the report instead of modifying the existing report, you can use File > Save As in the left-hand side of the report editor toolbar. If you have opened the report as read-only, then Save As is the only option.

Deleting an Axiom Intelligence report

Axiom Intelligence reports cannot be deleted in the Web Client; they must be deleted in the Desktop Client.

You can delete an Axiom Intelligence report if you have read/write permission to the parent folder, and if the report was not installed by a product package. Product-controlled Axiom Intelligence reports are locked and cannot be deleted.

To delete an Axiom Intelligence report:

  1. On the Axiom tab, in the Administration group, click Manage > Axiom Explorer.

    TIP: You can also use the Explorer task pane to delete an Axiom Intelligence report.

    NOTE: In systems with installed products, this feature may be located on the Admin tab. Click System Browser to open Axiom Explorer.

  2. Navigate to the Reports Library, and then locate the report that you want to delete.

  3. Right-click the report and then select Delete.