AX1265

Report Center

The Report Center is a centralized hub where you can view any report that you have access to in the Axiom Reports Library—including web reports, Axiom forms, Axiom Intelligence reports, and desktop (spreadsheet) reports.

Using the Report Center, you can:

• View any report you have access to, regardless of the report type
• Create new web reports (all clients) and Axiom Intelligence reports (clients with certain product licenses)
• Open reports for editing, in the appropriate editor for the report type
• Perform other report management activities, such as creating and deleting folders

Example Report Center

Accessing the Report Center

All users can access the Report Center in the Web Client browser:

• 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.

  

The Report Center may also be accessible from other areas of the Web Client, such as in the left-hand Navigation panel, or from links in product-specific pages.

Report Center in the default Navigation panel

In the Desktop Client, you can open the Report Center from the Reports menu. By default this menu is present on the Axiom tab. If your system has installed products, it may be available to you on the Main tab.

Report Center on the default Reports menu

Opening reports

You can open any report that displays in the Report Center. The Report Center is automatically filtered to only show the reports that you have access to.

To open a report from the Report Center:

1. 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.

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

   • If the report is web-enabled, the report opens in a new browser tab. This applies to web reports, Axiom forms, Axiom Intelligence reports, and deprecated web reports.

   • If the report is a desktop spreadsheet report, Axiom Financial Institutions Suite attempts to launch the Axiom Desktop Client and open the report. This works as follows:

     • The launch routine uses the client that you last opened. For example, if you last opened the Axiom Windows Client, then the report is opened in the Windows Client.

     • If a client is already open, the launch routine is skipped and the report is opened in that client.

If other types of files are present in the Reports Library—such as PDF, Word, or PowerPoint—these files can also be opened from the Report Center if you have a program capable of reading the file type. Axiom Financial Institutions Suite attempts to open the file using the same routine that opens the Axiom Desktop Client. You must have access to either the Axiom Windows Client or the Axiom Excel Client to open these files.

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.

Other Report Center actions

In the Report Center, you can use the Actions column to perform other report and folder management activities. To view the available actions, navigate to the item that you want to work with, then hover your cursor over the Actions column. Actions are available for report files, report folders, and fixed row structures.

The following actions are available:

Icon	Action	Description	More Information
	Info	Opens an information panel for the current item. For folders, the panel can also be used to rename the folder.	Renaming folders
	Edit	Opens the current item in the appropriate editor.	Editing reports Editing fixed row structures
	Copy	Generates a copy of the current item. Only available for fixed row structures.	Copying fixed row structures
	Delete	Deletes the current item.	Deleting reports Deleting folders Deleting fixed row structures

You can also create new folders by clicking the folder icon at the top right of the Report Center.