AX1546
Using Axiom Intelligence reporting, you can visually explore your Axiom Software data. Axiom Intelligence reports display data using a variety of interactive data visualization tools, such as charts, tables, maps, matrices, and KPIs. You can easily filter and drill this data to gain insights into your organization.
Axiom Intelligence reports can be created, viewed, and edited from the Report Designer in the Web Client. Axiom Intelligence reports are stored in the Reports Library just like other reports.
NOTE: Axiom Intelligence reporting is a cloud-based feature that is only available in Axiom Cloud 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 Software 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 Software data set, please refer to this article to instruct your information technology professionals to establish an OData connection.
Architecture of Axiom Intelligence reporting
The Axiom Intelligence reporting solution leverages Microsoft Power BI to provide access to industry-leading business intelligence reporting. The Axiom Cloud provides the necessary infrastructure to support using Power BI as part of your Axiom Software system.
Axiom Intelligence reporting requires a defined data model that specifies the Axiom Software data to be available in reports. This model is provided by your Axiom Software product installation, and is designed to provide access to the most useful data for business intelligence reporting. All data within the model can be used in Axiom Intelligence reports. Currently, Axiom Software does not support modifying the provided model or creating additional custom models.
The model data is cached for access in Axiom Intelligence reports, to provide optimal performance as you explore the data. If changes are made to the data in Axiom Software, the data must be synchronized in order to update the data available to Axiom Intelligence reports. This synchronization can occur on demand, or at scheduled intervals, or in response to certain triggering events. For more information, see Managing data for Axiom Intelligence reporting.
Creating and accessing Axiom Intelligence reports
Axiom Intelligence reports are created in Axiom Software using an embedded Microsoft Power BI editor. You can create a new report and launch this editor using the Report Designer in the Web Client. For more information, see Managing Axiom Intelligence reports.
The data source shown in the report editor is the Axiom Software data defined in the product model. You can use this data in a wide array of Power BI visualizations, and set up various interactivity options for the report, such as filtering and drilling. For more information, see Using the Axiom Intelligence report editor.
End users can view Axiom Intelligence reports using the Web Client browser. In the Web Client, Axiom Intelligence reports can be accessed as follows:
- Using the Report Designer page
- Using the Navigation panel in the Web Client Task Bar
- Using links within a form home page (or within other forms and web reports)
Axiom Intelligence reports are also visible in 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. in the Reports Library. When an Axiom Intelligence report is launched from that location, it opens in the Web Client browser. For more information, see Viewing Axiom Intelligence reports.
Axiom Intelligence reports use the ABI file type, and are distinguished from other types of reports using a special icon 
.
Security considerations
Security for Axiom Intelligence reporting is controlled as follows:
-
File security is controlled using the Files tab of security, just like any other report type in Axiom Software. Users can only see and open report files if they have at least read-only access, and they can only edit report files if they have read/write access. Additionally, any user with read/write access to a folder in the Reports Library (or access to My Documents) can create a new report file.
-
Data security is controlled using the AI Tables tab of security. This is a special area of security that controls data access within Axiom Intelligence reports only. While users are viewing or editing Axiom Intelligence reports, their access to data is limited according to the permissions defined on the AI Tables tab. Table permissions defined on the Tables tab do not affect data access in Axiom Intelligence reports.
Data security for Axiom Intelligence reports is cached along with the report data. If any changes are made to security that impact access to Axiom Intelligence data, the model must be synchronized so that the changes take effect. This synchronization happens automatically when saving changes to security settings. For more information, see Managing security for Axiom Intelligence reporting.
