AX1675

Managing web reports

You can edit and delete legacy web reports. New legacy reports can no longer be created.

IMPORTANT: The legacy web report feature has been deprecated. For information on our new web report and Report Builder features, see Web Reports and Using the Report Builder.

Editing a web report

You can edit existing web 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 Financial Institutions Suite security.

Web reports can only be edited in the Web Client Report Builder. Although you can open existing web 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 a web report for editing in the Report Designer. If another user attempts to edit a web 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 Report Designer, 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 outside of the Report Designer as normal.

Product-controlled web 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 Report Builder for purposes of saving a copy of it with a new name.

To edit a web report:

  1. Open the report that you want to edit.

  2. In the gray task bar, click the wrench icon to open the Tools menu, then select Edit Web Report.

    The web report opens in the Report Designer.

  3. Using the Report Designer panels, edit the web report as needed. For more information, see Using the Report Designer.

  4. After making configuration changes, click the Save button in the right-hand side of the task bar to save the report. If you want to save a copy of the report, click the arrow next to the save button and then select Save As.

    NOTE: If you have opened the report in the editor as read-only, then clicking the save button automatically uses Save As.

    You can also click the Preview button at any time to view and interact with the report as end users will see it. When you click Preview, the report is automatically saved. To return to the Report Designer from the preview, click Leave Preview.

Deleting a web report

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

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

To delete a web 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 a web report.

    NOTE: If you are using an Axiom packaged product, you can access this feature from the Admin tab. Click System Browser to open Axiom Explorer.

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

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