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
• Export and share web reports
• Perform other report management activities, such as creating and deleting folders, copying and deleting reports, and editing report names and descriptions

Example Intelligence Center

Accessing the Intelligence Center

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

• Click the Syntellis icon in the Navigation bar. From the Area menu, select Intelligence Center.

  

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.

Open a report from the Intelligence Center:

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

2. 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.

3. 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 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 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.

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 attempts to open the file using the same routine that opens the Axiom Desktop Client.

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 report

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.

Other Intelligence Center actions

In the Intelligence Center, you can use the Actions menu 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 three dots icon in the right-hand side of the Name column. Actions are available for report files, report folders, and fixed row structures.

Example Actions menu

The following actions are available:

Action	Description	More Information
Info	Opens the Settings panel for the current item, displaying the item name and description.	Changing folder names and descriptions Changing report names and descriptions Changing fixed row structure names and descriptions
Edit	Opens the current item in the appropriate editor.	Editing reports Editing fixed row structures
Share	Share the current report with other users via email. Only available for web reports.	Sharing a web report via email
Export	Export the current report as a PDF, Excel, or Delimited file. Only available for web reports.	Exporting grid data in a web report to a delimited file Exporting grid data in a web report to Excel Exporting a PDF copy of a web report
Copy	Generates a copy of the current item. Only available for fixed row structures and web reports.	Copying web reports 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 Create > Create new folder while you are in the Reports area.