Wyn Enterprise User Guide
- An Introduction to Wyn Enterprise
- Document Portal for End Users
- Using Report Designer
- Working with Dashboards
- Governing Data and Resources
- Using Dashboard Designer
- Section 508 Compliance
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'.