AX1265

Intelligence Center

The Intelligence Center is a centralized hub where you can view any report to which you have access in the Axiom Reports Library, including web reports, Axiom forms, visualization reports, and spreadsheet reports.

Using the Intelligence Center, you can:

  • View any report to which you have access, 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:

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 is displayed in the Intelligence Center. The Intelligence Center is filtered automatically to show only the reports to which 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. After the report is displayed in the Intelligence Center grid, click 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 action applies to Axiom forms, visualization reports, and deprecated web reports.

    • If the report is a spreadsheet report, Axiom Budget Planning and Performance Reporting attempts to launch the Axiom Desktop Client and open the report as follows:

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

      • If an Axiom Budget Planning and Performance Reporting 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 Budget Planning and Performance Reporting 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 files, you can also open them from the Intelligence Center if you have a program capable of reading the file type. Axiom Budget Planning and Performance Reporting attempts to open the file using the same routine that opens the Axiom Desktop Client.

Creating new reports

Click Create at the top right of the Intelligence Center to 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, and then click Create. Select one of the following:

  • Create web report: This option opens the web Report Builder so that you can create a new web report. 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, and then hover your cursor over the ellipsis icon to the right 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 and displays the item name and description.

Edit

Opens the current item in the appropriate editor.

Share

Shares the current report with other users via email. This feature is only available for web reports.

Export

Exports the current report as a PDF, Excel, or delimited file. This features is only available for web reports.

Copy

 Generates a copy of the current item. This features is only available for fixed row structures and web reports.

Delete

 Deletes the current item.

You can also create new folders by clicking Create > Create new folder while you are in the Reports area.