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Wyn Enterprise: Reports

The Reports interface allows you to easily manage all the reports created in Document Portal or Resource Portal. You can download or delete reports, search for any specific report, or even 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 Report

  1. Navigate to Documents > Reports.

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

Delete Report

  1. Navigate to Documents > Reports.
  2. Click the delete icon next to the report that you want to delete. Then, in the Delete Document dialog box, click the Ok button to permanently delete the report from Admin Portal.

  3. To delete multiple reports at the same time, click Show Checkbox button present at the top right portion adjacent to the search bar. It will enable the multi-select option.

  4. Select the reports 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 reports at once, click the first check box at the top, adjacent to the Name header.

Edit Report Permissions

  1. Navigate to Documents > Reports.
  2. Click Show Check Box button present at the top right portion adjacent to the search bar.
  3. Select the report(s) for which you want to edit the permissions or categories.
  4. Select permissions icon to edit report permissions.

  5. Click OK.

Edit Report Categories

  1. Navigate to Documents > Reports.
  2. Click Show Check Box button present at the top right portion adjacent to the search bar.
  3. Select the report(s) for which you want to edit the permissions or categories.
  4. Select categories icon to edit report categories.
  5. Click OK.