As an admin of the Wyn Enterprise portal, you can control and manage the exporting capabilities for reports. These exporting capabilities include setting default options, adding export types, preventing export options from users, and many more custom configurations.

Add a New Export Template

1. On the Admin Portal, navigate to Export Templates.

2. Click Add Template.

3. Fill out the following template properties:

   • Export setting name - the name of the export template that the user sees in the document portal, scheduler, viewer, and API

   • Export Type - format for the export template. The available options are PDF, Excel, Excel Data, Word, CSV, HTML, Image, JSON, TXT, and XML.

   
   

4. Click Create Template. A new template is created and displayed on the Export Templates page where you can edit and save the export settings and allowed user settings.

Edit an Export Template

1. On the Admin Portal, navigate to Export Templates.

2. Select an export template that you would like to edit. The template editor will open to the right of the page.

   
   

   
   

3. Under Basic Information, modify the following properties for the export template.

   • Icon: Icon setting allows the admins to set built-in or custom icons for export templates.

     For the Built-in option, select the export type from the dropdown and select a color theme.

     
     

     For the Custom option, click the Upload button and select a custom template from your system.

     
     

   • Sorting Sequence Number: This refers to a positive number set by the user to sort the exports in different menus in Portal, Scheduler, and Viewer. The default value should be ((Max sequence number + 100) rounded up to the nearest 100).

   • Target Places: This setting allows admins to control which exports are available in which parts of the system. Some exports may only be available through scheduling, while others are only available in Viewer/Portal or other combinations.

   • Assign Permission: Next to each role, select the checkbox for each role that the user must be in to have access to this export in the portal, scheduling, viewer, and API.

4. Under Export Settings, the admin can set the default values for the export template. These settings would be dependent on the "Type of Export" for the export template. Use the File Name > Template property to specify the report name while exporting.

5. Under User Allowed Settings, the admin can enable or disable the various advanced settings that the user can set when exporting reports in the portal, scheduler, viewer, and API.