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Wyn Enterprise: Document Portal

The Document Portal helps you manage the documents - Dashboards and Reports.

Working with Documents

You can perform the following actions on a document. You can find the corresponding buttons near each document in the list or in the right corner on top of the view.

Dashboards

Action Description
Add to Favorites Added the selected dashboard to the Favorites view.
Remove from Favorites Removes the selected dashboard from the Favorites view.
Preview Runs the dashboard and displays it in the Preview window.
New Window Opens the dashboard in a new window.
Edit Dashboard Displays the selected dashboard in the Designer.
Duplicate Duplicates the selected dashboard.
Categories Allows you to assign categories to the selected dashboard. Click the Categories button to open the Categories dialog.
Rename Allows you to rename the selected dashboard in the displayed Properties pane.
Delete Deletes the dashboard and removes it from the list.

Note : You cannot restore a document once it is deleted.

Reports

Action Description
Add to Favorites Adds the selected report to the Favorites view.
Remove from Favorites Removes the selected report from the Favorites view.
Preview Runs the report and displays it in the Preview window.
New Window Opens the report in a new window.
Edit Displays the selected report in the Designer.
Export Export the report to one of the following formats - PDF, Xlsx, HTML, CSV, JSON, Image, or Docx.
Duplicate Duplicates the selected report.
Categories Allows you to assign categories to the selected report. Click the Categories button to open the Categories dialog.
Rename Allows you to rename the selected report in the displayed Properties pane
Delete Deletes the report and removes it from the list.

Note : You cannot restore a document once it is deleted.

Creating a new Document

In the Document Portal, you can also create a new report or dashboard by using the corresponding commands.

Once a new document is created and saved, it is displayed in the Categories view under 'No Category'.