In this video, we'll explore the Wyn Document Portal to highlight the various functionalities available to end-users.
The Document Portal allows you to view and manage all the reports and dashboards available in Wyn Enterprise.
The favorites tab lists out all of your favorite marked documents in one place. The categories tab organizes your documents in different custom categories. The create tab also allows you to generate a new dashboard or a report.
You can filter the list of documents according to its type and access document information with just a few clicks.
Using the context menu, you can duplicate, rename, and delete any document. Administrators of the Wyn server and other end-users can preview the documents and explore different interactive features.
When previewing a dashboard, you can easily focus on any data visualization, drill down the data, and apply cross-filters by selecting the individual plots.
When previewing a report, you can print the report and export it to a variety of formats, including PDF, Excel spreadsheet, Word document, and more.