2022-12-28
5.0.6
For report users: They want to select which report to be pushed by themselves. When they find the content they are interested in or have work-related needs during report preview, they want to quickly subscribe to the report and receive automatic report push, without having to feed back this report to administrators for push configuration. When they do not need this report to be pushed, they can quickly unsubscribe from this report, without asking report administrators for canceling report push.
For report developers: They want to offload some routine report push tasks onto users.
This plugin supports the following main functions:
You can add subscription configurations on the dashboard preview page.
Subscription messages can be pushed to terminals, including email boxes, native apps, WeCom, and DingTalk.
To push subscription messages to email boxes, you can select platform users, departments, roles, and custom email addresses for notification.
Subscription message push types include report snapshot links and attachments (PDF/Excel 07). Subscription attachment files can be uploaded to an SFTP server.
You can contact our technical support to obtain the plugin.
For details about how to install the plugin on the server, see Plugin Management.
For dashboards configured with the subscription function, users can add subscriptions or manage subscriptions, as shown in the following figure.
1. To push subscription messages to WeCom:
First, you have completed WeCom integration. You also have configured the WeCom push app under System Management > Report Subscription > Setting, as shown in the following figure.
You are advised to use the WeChat management plugin of V10.4.977 or later versions.
2. To push subscription messages to DingTalk:
First, you have completed DingTalk integration. You also have configured the DingTalk push app under System Management > Report Subscription > Setting, as shown in the following figure.
You are advised to use the DingTalk management plugin of V10.4.977 or later versions.
3. Currently, subscribed snapshots pushed to mobile terminals cannot be previewed via H5.
4. Currently, only the nginx ip_hash configuration is supported in cluster environments.
5. To allow subscribed attachment files to be uploaded to an SFTP server, you have completed the FTP configuration.
The subscription function requires the user information in FineBI. Therefore, you must log in to FineBI before subscription.
Without logging in to FineBI, you are automatically redirected to the login page of FineBI after clicking the subscription button.
The subscription button appears in the upper right corner of the dashboard. Click Subscribe to open the subscription setting page.
The following table lists subscription settings.
Running status of the subscription task
Subscription Name
Title of the subscription push
Parameter Setting
Parameter used when the subscription task is executed
Filter widget types support time filter components, text filter components, and value filter components.
1. This setting supports filter scenarios where the same dataset or model-associated dataset is used in filter components and table/chart components.
2. This setting does not support filter scenarios where unassociated dataset parameters are used for filtering. (For example, the parameter is added in the template, and bound to filter components where unassociated datasets or custom value lists are used.)
3. This parameter cannot be a parameter from direct-connected SQL datasets.
Start Time
Subscription start time
Execution Time
Execution time of the subscription task
Notification Frequency
Subscription push date/cron expression
Notification Method
1. Email Notification
To use Email Notification, the mailbox service must be configured first.
To use Email Notification, ensure that the user's information includes a bound email address. Otherwise, the user cannot receive emails.
2. App Notification
3. DingTalk Notification
To use DingTalk Notification, ensure that DingTalk integration has been completed in FineBI.
To use DingTalk Notification, ensure that the current user's FineBI account has been bound to the DingTalk account.
4. WeChat Notification
To use WeChat Notification, ensure that WeCom integration has been completed in FineBI.
To use WeChat Notification, ensure that the current user's FineBI account has been bound to the WeCom account.
Notification Attachment
Whether to generate attachments during subscription push
Email Notification
Users can unsubscribe from a single dashboard.
Access a subscribed dashboard, click Subscription in the upper right corner, and select Unsubscribe from the drop-down list, as shown in the following figure.
Users can manage (quickly modify subscription and unsubscribe from) the templates subscribed by themselves.
To enable users to manage subscriptions, administrators must first assign use permissions on the report subscription node to the users.
Log in to FineBI as the admin, choose System Management > Permission Management > Global Setting, enable Hierarchical Authorization, and click Save, as shown in the following figure.
Log in to FineBI as the admin, choose System Management > Permission Management > Common Permission Configuration, and select the department, role, or user as the permission carrier. In this example, select user eoco.
Click the System Management tab and configure the Authorization permission on Report Subscription for eoco, as shown in the following figure.
After users log in to FineBI, they can view Management and Surveillance under System Management > Report Subscription, as shown in the following figure.
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