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Viewing Axiom Intelligence reports

In the Report Center, you can browse all of the Axiom Intelligence reports that are available to you, and open them to view report data using business intelligence tools and visualizations. In order to open an Axiom Intelligence report, you must have at least read-only access to the report, as defined in Axiom Financial Institutions Suite security. Axiom Intelligence reports can be opened 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..

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

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

Opening an Axiom Intelligence report using the Web Client

You can open Axiom Intelligence reports using the Report Center page in the Web Client.

To open an Axiom Intelligence report from the Report Center:

  1. Click the menu icon in the Global Navigation Bar The blue bar across the top of pages in the Web Client. The Global Navigation Bar provides access to system-wide features.. From the Area menu, select Report Center.

  2. Do one of the following to locate the report that you want to open:

    • Use the folder tree to navigate to the folder where the report is located.

      OR

    • Use the Search box at the top of the page to search for the report by name.

    For more information on how to search, filter, and sort the Report Center, see Report Center overview.

  3. Once the report displays in the Report Center grid, click on the report name to open it.

The report opens in a new browser tab.

Example Axiom Intelligence report in the Report Center

Opening an Axiom Intelligence report using the Desktop Client

You can open Axiom Intelligence reports from the Reports Library in the Desktop Client (Excel Client or Windows Client). You can differentiate Axiom Intelligence reports from other types of Axiom Financial Institutions Suite reports using the following icons:

  Axiom form
  Axiom Intelligence report
  Web report
  Spreadsheet Axiom file

To open an Axiom Intelligence report:

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

    NOTE: In systems with installed products, this feature may be present on a different ribbon tab, such as the Main 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 report that you want to open, and then click on it.

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

Viewing data in an Axiom Intelligence report

When you open an Axiom Intelligence report, it displays a configured set of Axiom Financial Institutions Suite data using visualizations. Visualizations are items such as charts, tables, maps, matrices, and KPIs. The report may contain other visual elements for navigation, drilling, and filtering.

Depending on the report configuration, you can explore and filter the data using features such as:

  • Filtering: Data can be filtered in various ways.

    • You can use the Filters pane along the right-hand side of the screen to filter the entire report, the current report page, or the currently selected visualization. These filters may be saved in the report, or you can apply new filters as needed using the Filter Library panel.

    • Selecting a field in a visualization can filter other visualizations that use the same field.

    • The report may contain drop-down lists, slicers, or other visual elements that can be used to filter data.

  • Drilling: Visualizations can be associated with hierarchies, so that you can drill down the hierarchy to see the visualization data at different levels.

  • Bookmarks: You can use bookmarks to view designated areas of interest and apply predefined filters. Click the Show Report Bookmarks icon to show the Bookmarks panel, and then select from defined bookmarks (if present).

For more information on what you can do when viewing a report, see the Power BI documentation.

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Changing the color theme for an Axiom Intelligence report

Axiom Intelligence reports use a specified color theme in visualizations and other report elements. When viewing an Axiom Intelligence report, you can change the color scheme as needed. Changing the color scheme to use a different set of colors may make it easier to review certain visualizations.

When an Axiom Intelligence report is open in viewing mode, any color scheme changes only apply to the current report session. If you want to change the default color scheme for the report, you must make the change in the report editor and save the report.

  1. Click the Report Settings icon in the Web Client 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..

  2. In the Report Settings panel, select the desired theme.

The report updates to use the specified theme.