AX1816

Report Center and Report Builder

This section provides an overview of the new features and enhancements for Report Center and Report Builder.

New drag-and-drop Report Builder for ad hoc reporting

Version 2021.1 introduces phase 1 of our new Report Builder, where you can create reports in the browser using an intuitive drag-and-drop interface.

• Build browser-based reports that use a dynamic row dimension or a fixed row structure to display data in a grid
• Browse related tables and drag-and-drop columns out to the report grid—the grid updates immediately in response to changes so you can easily see what you are building
• Create simple calculations for display in grid columns such as total, difference, and percent difference
• Intuitive configuration of report titles, column properties, and grid properties
• Use the separate fixed row structure editor to create reusable row structures with multiple sections, headers, subtotals, and totals
• Report viewers can explore data in the resulting web reports using features such as filtering, sorting, drilling, and exporting to PDF or Excel

Example dynamic grid report in the new Report Builder

Example fixed row structure editor to build sections for fixed report grids

For more information, see the following topics in help:

• "Web Reports"
• "Using the Report Builder"
• "Managing Fixed Row Structures fixed row structures for web reports"

For more information, see the following topics in help:

• Web Reports
• Using the Report Builder
• Managing Fixed Row Structures fixed row structures for web reports

NOTE: The ability to create new web reports and use the Report Builder is controlled by a new security permission, Create Web Reports. Enable this permission for any users or roles who you want to be able to create web reports using this new feature.

New Report Center for easy report access

Now you can easily access all of your reports using a centralized hub in the Web Client. Using the new Report Center, you can:

• Create new web reports (all clients) and Axiom Intelligence reports (clients with certain product licenses)
• Browse report folders and view any report that you have access to—including web reports, Axiom forms, Axiom Intelligence reports, and desktop (spreadsheet) reports
• Open reports for editing, in the appropriate editor for the report type
• Perform other report management activities, such as creating new report folders, deleting unneeded reports and folders, and renaming folders

New Report Center in the Web Client

For more information, see "Report Center" in the online help.

For more information, see Report Center.

Additional enhancements

• You can now define a constraint expression for a column to limit the valid values for that column. This can be a good option when you want to limit a column to a short list of values and do not otherwise have a need to create a full lookup table.

• When assigning a lookup column to a column to limit the valid values for that column, the lookup can now optionally point to an alternate key column of a reference table.