Document Portal | Wyn Documentation

Wyn Enterprise User Guide

Wyn Enterprise: Document Portal

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

Here is a video walkthrough of the Wyn Document Portal.

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.

Document Portal

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.

Create a new document on Document Portal

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