The documents (reports and dashboards) designed in the Document Portal of Wyn Enterprise can be viewed and managed to different extents, in all three portals - Admin, Document, and Resource Portals.

Managing documents involves duplicating, deleting, or sharing documents, scheduling tasks, and so on. For more information, see the following sections.

• View Documents

• Duplicate a Document

• Delete a Document

• Rename a Document

• Copy URL

• Hide a Document

• Share a Document

• Schedule a Task

• Enable Report Caching

• Restore Deleted Documents

• Monitor Data with Alerts

• Advanced filter settings

Note: Reports, dashboards, data sources, datasets, and other documents and resources can be downloaded only from the Admin and Resource Portals. For information on managing documents from the Admin portal, visit this page.