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Wyn Enterprise: Assign Categories

Categories help organize reports and dashboards and make navigation easier. You can assign a category to a report or a dashboard on the Documents Portal. You can add your personal category on the Categories page of the Admin portal and use it along with the system categories.

  1. On the Documents Portal, select a report from the list and select the Categories action.

  2. In the Categories window that appears, select a category for the report. You can select multiple categories one by one.

Note: Documents that are not associated with any category, are displayed under No Category in the categories list. If all documents are associated with a category, then No Category is not shown.