AX1265

Intelligence Center

The Intelligence 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, visualization reports, and spreadsheet reports.

Using the Intelligence Center, you can:

• View any report you have access to, regardless of the report type
• Create new web reports (all clients) and visualization 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 Intelligence Center

Accessing the Intelligence Center

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

• Click the menu icon in the Global Navigation Bar. From the Area menu, select Intelligence Center.

  

The Intelligence 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.

Intelligence Center in the default Navigation panel

In the Desktop Client, you can open the Intelligence 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.

Intelligence Center on the default Reports menu

Opening reports

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

To open a report from the Intelligence 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 Intelligence Center, see Intelligence Center overview.

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

   • Web reports open in the same browser tab.

   • Other web-enabled reports open in a new browser tab. This applies to Axiom forms, visualization reports, and deprecated web reports.

   • If the report is a 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 Axiom Windows Client by default.

     • If an Axiom Financial Institutions Suite client is already open, the launch routine is skipped and the report is opened in that client—regardless of whether the open client is the Excel Client or the Windows Client. Therefore, if you want to open reports in the Excel Client, you must launch the Excel Client first using the Quick Launch menu, then you can open spreadsheet reports from the Intelligence Center.

     NOTE: You must have the appropriate security permissions to use the Axiom Financial Institutions Suite Desktop Client in order to open a spreadsheet report. If you do not have either the Windows Client Access permission or the Excel Client Access permission, then spreadsheet reports are hidden in the Intelligence Center because you cannot launch the client to view them.

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 Intelligence 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.

Creating new reports

You can create new reports using the Create button at the top of the Intelligence 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 visualization report: This option creates a new visualization report. This option is only available in systems where visualization reporting is licensed and enabled. See Creating visualization 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 Intelligence Center actions

In the Intelligence 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 Intelligence Center.