In general, the report platform exists as a platform for the overall management of all reports. As the central pivotal function of the reporting system, what does the reporting platform look like, and what specific activities can we carry out in the reporting platform? The following takes the FineReport reporting platform as an example for interpretation. The FineReport report platform is an independent report management system developed by FanRuan. In the report platform, administrators can manage reports, users, permissions and platform management, and users can view, save, and fill in reports to complete various business activities. With the powerful data connection and report making functions of FanRuan Report, the report platform can easily become a report center, providing various data and report support for various departments. As an administrator, how to use the reporting platform for various configuration management?
Enter the reporting platform (data decision-making system)
One way is to enter from FineReport report software: open the designer, select "Server", and click "Report Platform Management" to enter. When a user enters the reporting platform for the first time, the system will ask to fill in the administrator's account and password. After setting, click "Enter Data Decision System". Another method is to enter the URL directly: enter "server IP address: port number/project name/ReportServer?op=fs" in the browser. It should be pointed out that the global configuration in the user system, such as user management, permission assignment and other settings, cannot be modified by all users. It is necessary to assign an administrator account, and only the account can log in to make settings.
Appearance and configuration of the reporting platform
As can be seen from the above figure, the report platform (data decision system) is divided into three functional areas: navigation bar, report directory, and report display panel. In order to better meet the needs of users, the FineReport report platform provides a DIY function for the appearance of the platform. Users can freely set the system login background image, platform title, platform URL, top navigation bar chart style and style, etc.
Report management
Report management includes catalog management and report management, and report management includes catalog management and report management. Directory management refers to the addition, deletion and modification of virtual directories; report management refers to adding and deleting templates for a directory. Click "Manage System > Report Management" to easily manage reports.
User Management
Click "Manage System > User Management" to add, import, and delete users and institutions. User management is to configure the user's user name, project, department title, role, email and mobile phone. These fields are built in by default in FineReport. When configuring an organization department, first set the department name, then enter the position management, and finally add a user.
authority management
The FineReport report platform (data decision system) provides a role-centered permission management mechanism, and different roles correspond to different report viewing, reporting, management, and authorization permissions. Click "Management System > Permission Management" to configure the report and platform permissions of permission recipients. After the configuration is complete, you can click "User Permission View" and "Permission View" to perform a two-way user-report check to confirm whether the permission configuration is correct.
Registration information and system monitoring
Registration information refers to viewing some version information of the current report project and the list of purchased functions. Click "Management System > Registration Information" to see the list of authorization and registration functions for FanRuan reports. Click "Management System > System Monitoring" to view various operating indicators of the reporting platform, such as log viewing, statistics viewing, system status, and system detection.
Other function configuration
The FineReport report platform (data decision system) can also configure "timed scheduling", "data reporting", "offline report", and "integrated management", which will not be introduced in this article.
This article is taken from: http://www.finereport.com/knowledge/install/configuration.html