Wyn Enterprise Knowledge Base

Authentication tokens play a vital role in securing access to web applications and services. An authentication token is a piece of data that identifies a user or an entity and verifies their identity to a system. It is used to ensure that only authorized users can access protected resources. In this knowledge base article, we […]

Background: This article provides a comprehensive guide on using an API calls to creating a connect token, and the different areas you can modify within the token. As well as token revocation at the end of the article. Token Creation: Call: POST {serverURL}/connect/token Example cURL: Body (x-www-form-urlencoded): username = {user you want token assigned to} password = […]

Background: This article provides a comprehensive guide on using API calls to create an organization and roles for the organization, as well as assigning permissions and documents to these roles. Organizations often have complex structures with various roles and permissions assigned to each role. Manually creating these roles and assigning permissions can be a tedious […]

Background: This article provides a comprehensive guide on using API calls to render a report as a PDF. Whether you are a software developer or an IT administrator, this guide will provide you with the knowledge and tools necessary to automate this critical business intelligence process. Note: For all APIs that must authenticate the user’s […]

Background: This article will go through how to use Organization and User contexts in the connection strings of the data sources you can connect to in Wyn. The most common use case for this is for multi-tenant data. Creating an organization context value: Go to the organization panel on the admin portal and look for […]

Background: This article shows how to add a page number, total number of pages, and what page number you are on compared to the total number of pages. Steps to Complete: Note: You can create a page header and footer as well, and can place the page information in there. Other “Common Values” that you […]

Background: This article shows how to change the page size and margins of a report. Steps to Complete: If you want to change the page orientation, you can select the “Page Orientation” drop down to change from Landscape to Portrait or Portrait to Landscape.  In the same area you can also change the margins of […]

Background: This article shows how to embed an image in an RDL or Page Report. Steps to Complete: Note: Image sizing option “Fit” will place the image to fit within the size of the Image component on the report. “Fit Proportional” will place the image to fit proportionally (correct size) within the image component. 

Background: This article shows how to use conditional formatting in your dashboard. Conditional Formatting can be used for the following chart types: All Column/Bar, Pie, Donut, Rose, Radial Stacked Bar, Sunburst, Bar chart in Polar Coordinates, Bubble, Treemap, Combined and Funnel. Steps to Complete: 1. Create a new dashboard or use an already existing dashboard. […]

Background: This article shows how to add text annotation to a chart. Text annotation will allow readers to understand the chart more in depth. Steps to Complete:

This article shows how to change the format of a number value in Dashboards. This will allow the user to have the value be a currency, percentage, etc. Steps to Complete: View Knowledge Base

Background: This article shows how to add a multi-value parameter to a report. Steps to Complete:     a. If you want to have a default value set on the parameter you can select the “Data Set Name” and “Value Field”.     b. If you want to have a custom default value set, select […]

Background: This article shows how to use your parameter to filter your report. Steps to Complete: 1. After you have created your parameter (instructions on how to do so are in this knowledge base: How to Create a Parameter) you can filter out your report based on the parameter input. 2. In your report select the […]

Background: This article outlines the process of utilizing the Interaction Setting in Dashboards. The Interaction setting enables different charts, utilizing diverse datasets, to interact seamlessly when they share a common field. Employing the Interaction Setting proves beneficial, especially when employing a slicer to filter all charts within the dashboard. Steps to Complete: 1. Create a […]

Background: This article shows how to find the version number of Wyn that you are currently using. Steps to Complete: