AX1839

Opening web reports

In order to open an existing web report, you must have at least read-only access to the report, as defined in Axiom Budgeting & Performance Reporting 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..

This topic discusses the default ways 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 menu in the Web Client
  • Using links within your home page or product pages
  • Using links within a task pane or ribbon tab in the Desktop Client

Opening web reports from the Intelligence Center

The Intelligence Center in the Web Client is a hub where you can access all of your available reports, regardless of the report type. The Intelligence Center is automatically filtered to show only the reports that you have access to.

To open a web report from the Intelligence Center:

  1. Click the Syntellis icon in the Navigation bar The common bar across the top of pages in the Web Client. The Navigation bar provides access to system and product features.. From the Area menu, select Intelligence Center.

  2. In the left-hand panel, select the Reports tab if it is not already selected.

  3. Do one of the following to locate the report that you want to open:

    • Use the folder tree in the left-hand panel to navigate to the folder where the report is located.

      OR

    • Use the Search box to search for the report by name.

    For more information on how to search, filter, and sort the Intelligence Center, see Intelligence Center overview.

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

The report opens in the current browser tab. You can now view and explore the data using various features. For more information, see Viewing and exploring data in web reports.

Opening web reports from the Desktop Client

You can open a web report from the Reports Library in the Desktop Client (Excel Client or Windows Client). You can differentiate web reports from other types of Axiom Budgeting & Performance Reporting reports using the following icons:

  Web report
  Visualization report
  Axiom form
  Spreadsheet Axiom file

To open a web report from the Desktop Client:

  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. You can now view and explore the data using various features. For more information, see Viewing and exploring data in web reports.