Wyn Enterprise: Dashboards

The Dashboards interface allows you to easily manage all the dashboards created in Document Portal or Resource Portal. You can download or delete dashboards, search for any specific dashboard, or sort the header information alphabetically or by latest date by clicking on the specific header. In addition, you can edit the document permissions and categories.

Download Dashboard

1. Navigate to Documents > Dashboards.
   

2. Click the download icon to save the dashboard on your system. The downloaded dashboard is saved as a .dbd file.

Delete Dashboard

1. Navigate to Documents > Dashboards.
2. Click the delete icon next to the dashboard that you want to delete. Then, in the Delete Document dialog box, click the Ok button to permanently delete the dashboard from Admin Portal.
   
3. To delete multiple dashboards at the same time, click Show Check Box button present at the top right portion adjacent to the search bar. It will enable the multi-select option.
   
4. Select the dashboards that you want to delete and click the Delete Selected Documents button present at the top right portion adjacent to the Hide Check Box button. To select all the dashboards at the same time, click the first check box at the top, adjacent to the Name header.
   

Edit Dashboard Permissions

1. Navigate to Documents > Dashboards.
2. Click Show Check Box button present at the top right portion adjacent to the search bar.
3. Select the dashboards for which you want to edit the permissions or categories.

4. Select permissions icon to edit dashboard permissions
   

5. Click OK.

Edit Dashboard Categories

1. Navigate to Documents > Dashboards.
2. Click Show Check Box button present at the top right portion adjacent to the search bar.
3. Select the dashboards for which you want to edit the permissions or categories.

4. Select categories icon to edit dashboard categories
   

5. Click OK.