AX1692

Viewing web reports

Web reports are browser-based reports created using the Report Designer. 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 Financial Institutions Suite security. Web 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..

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.

This topic discusses the default way to access and view 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

Opening a web report using the Web Client

You can open deprecated web reports from the Report Center.

Opening a web report using the Desktop Client

You can open a web report from the Reports Library in the Desktop Client (Excel Client or Windows Client).

To open a web 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 web report that you want to open, and then click on it.

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

Viewing data in a web report

When you open a web report, it is automatically refreshed to show a predefined set of data. Depending on the report configuration, you may have the option to dynamically change the data shown in the report. If you have any questions about what you can do or see in a particular report, ask your system administrator or other local system contact.

Web reports may use the following features:

  • Data Grids: Web reports may contain a data grid to display data. You can use the built-in data grid features to interact with the data, such as expanding / collapsing groups, filtering columns, sorting data, and more. For more information on what you can do in a data grid, see Using data grids in web reports.

  • KPIs: Web reports may contain a series of boxes showing key performance indicators. If the box has an icon in the top right corner, you can click the icon to open a web page or an Axiom file relating to the KPI.

  • Filters: Web reports may be designed so that you can filter the data in the report on demand, based on a predefined set of filter options. If the filter icon is present in the toolbar, you can use the Filters panel to change the data shown in the report. For more information on using the Filters panel, see Filtering data in web reports.

Advanced options

If you have read/write access to the web report, the following options are available from the Tools menu while you are in the report:

  • Edit Web Report: Open the current report in the Report Designer for editing. For more information, see Using the Report Designer.

  • Export Web Report: Download a copy of the AWR report file. Generally speaking, you would only use this to import the report into a different Axiom Financial Institutions Suite system, or for troubleshooting purposes when working with Axiom Support.

See also