Wyn Reporting

On Key uses a browser-based report designer called Wyn Enterprise. Wyn provides an integrated reporting functionality for On Key, that enables users to generate print-ready, formatted reports from live or near-live On Key data.

Some examples of reports you can create via Wyn include:

  • printable work orders,
  • reports accompanying notification e-mails,
  • weekly reports,
  • spare part lists,
  • purchase orders,
  • requisitions, and
  • advanced SQL queries against preconfigured data sources in a multi-tenant environment.

An On Key user must be set up as a report user to have access to this reporting functionality.

Configure Reporting on a User

The process for setting up reporting on a user is as follows:

  1. Configure a user to be a report user by enabling the Is Report User setting on the user's user options.
  2. Allocate Report User Roles to the user, to determine what the user can and cannot do in Wyn. These roles must already exist in Wyn.
  3. Save the record. This will create the user in Wyn and return the Report User ID and Report User Name on the user in On Key.
  4. Optional: Configure the language, and how the date and number formats are displayed on Wyn's user interface and in the actual report, using the Report Server UI Language and Report Server Report Language settings.

These settings are available in the user options Reports section.

Access Wyn Reports

To launch to Wyn's reports portal from On Key, do the following:

  1. From the On Key main menu, click Business Intelligence - Reports.

The report user will launch directly into Wyn reporting from On Key. They won't first need to log into the reports portal using credentials, since they're already authenticated in On Key.

If Is Report User is not enabled on a user, then the user is not a report user. Consequently, if they try to launch to Wyn's reports portal from On Key, they'll get an error message.

To launch to a specific report from On Key, do the following:

  1. Navigate to the Work Order Dashboard.
  2. Select the applicable records in the grid, then click Assist - Launch Report. The Report screen opens.
  3. Look up a report in the Title field. The Reports screen opens, displaying reports that are available in Wyn reports. These reports are narrowed down by the Report User Roles that are associated with the user.
  4. Select the report and click Accept - Accept. The report containing the selected records will launch in Wyn.

This method launches Wyn with the report already open to be previewed. From here, you could print the report, for instance.

Learn how to create a report and preview a report from the Wyn Enterprise User Guide.