AX2097

Explore files using the Explorer task pane

Use the Explorer task pane in 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. to quickly access your favorites, recent items, and all Axiom files (and other assets) that you have rights to access.

The Explorer task pane is a streamlined version of the Axiom Explorer dialog. Most files and features available in Axiom Explorer are also available in the task pane, depending on your security permissions.

The Explorer task pane is available in the Axiom Assistant area. To view the Explorer task pane, click the Explorer tab along the left-hand side of the Axiom Assistant area.

NOTE: The Explorer task pane is provided by default, but it may be disabled in your system, restricted to certain users, or customized.

The Explorer task pane is organized into sections. You can collapse and expand each section by clicking the arrow button in the right-hand side of the section header.

Explorer Section	Description
My Files	Contains the following: Favorites: Your personal list of favorites. For more information on saving and managing favorites, see Manage favorites. Recent: A list of your recently-opened items. This list displays the last 15 items that you opened. You can clear the list by right-clicking Recent and selecting Clear History. My Documents: A personal folder within the Axiom Budget Planning and Performance Reporting file system where you can save documents. Only administrators and users with the User Documents Folder Access security permission have access to this feature. NOTE: If a red arrow icon is displayed next to an item in Favorites or Recent, the item the shortcut points to was deleted. Moving or renaming an item does not break a shortcut because files are tracked using the document ID.
File Groups	Contains the file groups Sets of related files that are used to develop planning or financial data. File groups consist of plan templates, drivers, plan files, utilities, and calc method libraries. to which you have access. End users can open plan files from this area. Administrators and other users with special feature permissions can manage file groups from this area. By default, file groups are displayed in categories. If you do not use categories or you want to change the view to display file groups, right-click the File Groups header.
Libraries	Contains the Axiom libraries and files to which you have access. You may have access to one or more of the following: Reports Library Table Library Data Diagrams Library Filter Library Task Panes Library Ribbon Tabs Library Process Definition Library Scheduler Jobs Library Imports Library Exports Library. Most end users only have access to the Reports Library.
Axiom System	Contains Axiom system files. Only administrators have access to this area.