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Wyn Enterprise: Assign Categories

Categories help organize reports and dashboards and make navigation easier. You can assign a category to a report or a dashboard on the Documents Portal.

Note: You can add your personal category on the Categories page of the Admin portal and use it along with the system categories.

  1. On the Documents Portal, select a report from the list and select the Categories action.

  2. In the Categories window that appears, select a category for the report. You can select multiple categories one by one.