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Wyn Enterprise: Schedule Template

As an admin at Wyn Enterprise portal, you can manage Schedule Templates. A schedule template allows you to specify a recurring interval at which to run a report. Each schedule has a name, an optional description, and a list of roles that defines which users have permission to assign reports to it.

Once you add a shared schedule, all users in each role that is granted permission to the schedule can assign reports to run on it.

To add a new template

  1. On the Admin Portal, navigate to Schedule Templates.
  2. Click Add Template.
  3. Fill out the Template properties: Template Name, Document Type, and Template Description.
  4. Click Create Template. A new template is created and displayed on the Schedule Templates page where you can edit and save its security and delivery options.

To edit a schedule template

  1. On the Admin Portal, navigate to Schedule Templates.
  2. Select a schedule template that you would like to edit. The template editor will open to the right of the page.
  3. Under Basic Information, modify the following properties of the schedule template’s basic information.
    Assign Permission - next to each role, select the checkbox for each role whose users you want to allow to schedule reports.
    Note: If you set the schedule template’s Document Type to Dataset, there is no Assign Permission option.
  4. Under Recurrence, modify the following properties of the schedule template’s recurrence options.
  5. Under Delivery, modify the following properties of the schedule template’s delivery options.
    • Delivery: select from the drop-down list one of the following options – Email, Local Storage, or File Share.
    • Export Format: select from the drop-down list one of the following options – PDF, Excel, Word, CSV, HTML, Image, or JSON.

      Note : If you set the schedule template’s Document Type to Dataset, there is no Delivery tab. If you set the schedule template’s Document Type to Dashboard, you can only use the Email delivery type option.

  6. Under Referenced Documents, modify the following properties of the schedule template’s referenced documents.
  7. When finished, click Save at the bottom of the page.