AX1099

Managing report files in the Intelligence Center

Using the Intelligence Center, you can create, edit, copy, and delete reports in the Reports Library. You can also edit report names and descriptions.

Creating new reports

Using the Create button at the top right of the Intelligence Center, you can create new reports and new fixed row structures for use in web reports. This button is context-sensitive, depending on what area you have selected from the left-hand panel.

To create a new report, select the Reports area from the left-hand panel, then click the Create button. Select one of the following:

• Create web report: This option opens the web Report Builder so that you can create a new web report from scratch. For more information, see Creating new web reports.
• Create web 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.
• Create new visualization: This option creates a new visualization report. This option is only available in systems where visualization reporting is licensed and enabled. For more information, see Creating visualization reports.

Example Create button

To create a new fixed row structure, select the Row Structures area from the left-hand panel and then click Create. For more information, see Creating fixed row structures.

Different security permissions are required to create new web reports versus visualization reports. These security requirements are noted in the relevant topics.

Copying reports

In the Intelligence Center, you can copy existing reports to create new reports. Currently, this functionality is only available for web reports, and only web reports that were created in the Report Builder. Web reports created from template cannot be copied.

In order to copy a web report, you must be an administrator or have the Create Web Reports security permission. You must also have read/write access to the current folder, because the copy is created in the current folder.

To copy a report from the Intelligence Center:

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

2. Once the web report displays in the Intelligence Center grid, hover your cursor over the Name column to make the three-dots icon visible. Click the icon then select Copy from the menu.

   

   If the Copy action is present but disabled, then you cannot copy this report because you do not have the appropriate security permissions.

3. In the Copy Report dialog, enter a name for the copy. By default, the name is Copy of OriginalReportName.

4. Click OK.

The copy is created in the current folder, with the specified name.

Editing reports

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

To edit a report from the Intelligence Center:

1. In the Intelligence 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 Intelligence Center grid, hover your cursor over the Name column to make the three-dots icon visible. Click the icon then select Edit from the menu.

   

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

   • Web reports are opened in the Report Builder, in the current browser tab.
   • Visualization reports are opened in the Visualization Report Editor, in a new browser tab.

   • Spreadsheet reports and Axiom forms are opened in the Axiom Desktop Client, as spreadsheet report files. This works as follows:

     • The launch routine uses the Axiom Windows Client by default.

     • If an Axiom 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 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.

Why is the Edit action missing for some reports?

The following report types cannot be opened for editing from the Intelligence Center. The Edit action 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.

Why is the Edit action disabled for some reports?

If the Edit action 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 visualization reports).

Changing report names and descriptions

If you have read/write access to a report, then you can rename the report or change its description.

To change a report name and/or description:

1. In the Intelligence 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 Intelligence Center grid, hover your cursor over the Name column to make the three-dots icon visible. Click the icon then select Info from the menu.

   

   The Settings panel opens along the right-hand side of the page.

3. In the Settings panel, edit the report Name or Description as needed, then click Save.

   The name can be up to 250 characters, and the description can be up to 2000 characters.

   

   Example Settings panel

   If the report name and description cannot be edited, then the Apply button is not available. This may occur because you do not have the necessary permissions, or because the report belongs to an installed product.

Deleting reports

If a report is no longer needed, you can delete it using the Intelligence 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 Intelligence 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, hover your cursor over the Name column to make the three-dots icon visible. Click the icon then select Delete from the menu.

   

   If the report cannot be deleted, the Delete action 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 Intelligence 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.