AX1837

Managing web reports

Using the Intelligence Center in the Axiom Web Client, you can create, edit, copy, and delete web reports as needed. Web reports are designed to be intuitive for report builders to create, and easy for report viewers to use.

Creating new web reports

To create a new web report, select the Reports area from the left-hand panel of the Intelligence Center, then click Create. From the Create menu, select one of the following:

• New web report: This option opens the Report Builder so that you can create a new web report from scratch.
• New web report from template: This option creates a new web report based on a template provided by an installed product.

If you want to create a web report that uses a fixed row structure, the fixed row structure must be defined separately and then assigned to the report. Using the Intelligence Center, you can create, edit, and delete fixed row structures. For more information, see Managing fixed row structures for web reports.

In order to create a web report, you must be an administrator or have the Create Web Reports security permission. You must also have read/write access to at least one folder in the Reports Library or My Documents.

Copying web reports

In the Intelligence Center, you can copy existing web reports to create new reports. 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.

NOTE: Only web reports created in the Report Builder can be copied. Web reports created from template cannot be copied.

To copy a web 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. If you want to save a copy in a different folder, then you can Edit the report instead and use Save As within the Report Builder.

Editing web reports

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

NOTE: Only web reports created in the Report Builder can be edited. Web reports created from template cannot be edited.

Only one user at a time can open a web report for editing in the Report Builder. However, other users can continue to view the report as normal.

To edit a web report from the Intelligence Center:

1. In the Intelligence Center, locate the web 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 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 Edit from the menu.

   

   If the Edit action is present but disabled, then you cannot edit this report. This may be because the report belongs to an installed product and cannot be edited, or because you do not have read/write access to the report, or because the report was created from template.

The report opens in the Report Builder, in the current browser tab. You can now edit it as needed. For more information, see Using the Report Builder.

Alternatively, when viewing a web report, an Edit button is present in the top right-hand corner if the report is eligible to be edited, and you have read/write permission to the report. You can click the Edit button to open the report in the Report Builder, make and save your changes, then click the Back button on your browser to return to the report.

Example Edit button to open the current report in the Report Builder

Changing web report names and descriptions

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

To change a web report name and/or description:

1. In the Intelligence Center, locate the web 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 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 Info from the menu.

   

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

3. In the Settings panel, edit the web 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 web report name and description cannot be edited, then the Save 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 web reports

You can delete a client-created web report if it is no longer needed. You must have read/write access to the report and its folder in order to delete a report. Product-controlled web reports cannot be deleted.

TIP: If a report is deleted in error, an administrator may be able to restore the report using the Restore Deleted Files feature in the Axiom Desktop Client.

To delete a web report from the Intelligence Center:

1. In the Intelligence Center, locate the web 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. 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 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.

TIP: You can also delete a web report in the Desktop Client, using Axiom Explorer or the Explorer task pane.