AX1099

Managing report files in the Report Center

Using the Report Center, you can create, edit, and delete reports in the Reports Library.

Creating new reports

You can create new reports using the Create button at the top of the Report Center:

  • New web report: This option opens the web Report Builder so that you can create a new web report from scratch. See Creating new web reports.
  • New report from template: This option creates a new web report using a template provided by an installed product. See Creating new web reports from template.
  • New Axiom Intelligence report: This option creates a new Axiom Intelligence report. This option is only available in systems where Axiom Intelligence is licensed and enabled. See Creating Axiom Intelligence reports.
  • New fixed row structure: This option creates a new fixed row structure for use in a web report. See Creating fixed row structures.

Different security permissions are required to create new web reports versus Axiom Intelligence reports. These security requirements are detailed in the relevant topics.

Editing reports

You can open a report for editing from the Report Center if the report is eligible to be edited, and you have read/write permissions to the report.

To edit a report from the Report Center:

  1. In the Report Center, locate the report that you want to edit. You can use folder navigation to find the report, or use the Search box at the top of the page.

  2. Once the report displays in the Report Center grid, hover your cursor over the Actions column to make the action icons visible, then click on the Edit icon .

  3. The report is opened for editing as follows, depending on its file type:

    • Web reports are opened in the Report Builder, in a new browser tab.
    • Axiom Intelligence reports are opened in the Axiom Intelligence Report Editor, in a new browser tab.
    • Desktop reports and Axiom forms are opened in the Axiom Windows Client, as spreadsheet report files.

Why is the Edit icon missing for some reports?

The following report types cannot be opened for editing from the Report Center. The Edit icon does not display for these files:

  • Web reports built from template: If a web report is built from a template, the report is tied to that template and cannot be separately edited. For more information, see Creating new web reports from template.

  • Deprecated web reports: The prior implementation of web reporting is deprecated. To edit a deprecated web report, click the file name to open the report, then click the wrench icon in the toolbar to open the legacy web report editor.

  • Other non-report file types: The Reports Library can be used to store other non-report, non-Axiom file types, such as PDF, DOC, PPT, JPG, and others. These file types cannot be edited in Axiom Financial Institutions Suite.

Why is the Edit icon disabled for some reports?

If the Edit icon is present but disabled, this means that although the report type is eligible to be edited, it is not possible for you to edit this particular report. One of the following reasons may apply:

  • You do not have edit permissions (Read/Write access) to the file.
  • The file is product-controlled and therefore cannot be edited.
  • The file is configured to prevent editing (applies to certain Axiom Intelligence reports).

Deleting reports

If a report is no longer needed, you can delete it using the Report Center. In order to delete a report (or any other file that resides in the Reports Library), you must have read-write access to the file and to the folder it resides in.

NOTE: In systems with installed products, product-controlled reports cannot be deleted.

To delete a report:

  1. In the Report Center, locate the report that you want to delete. You can use folder navigation to find the report, or use the Search box at the top of the page.

  2. Hover your cursor over the row with the report, then in the Actions column, click the Delete icon .

    If the report cannot be deleted, the Delete icon is disabled. This may occur because you do not have the necessary permissions to delete the report, or because the report belongs to an installed product.

  3. When you are prompted to confirm that you want to delete the report, click OK.

The report is deleted from the system and no longer displays in the Report Center. If the report was deleted in error, an administrator may be able to restore the report using the Restore Deleted Files feature in the Desktop Client.

See also