Report Community Plugin

Version

Application Scenario

• The function can simplify the problem feedback process in multi-person development of reports so that the needs and issues can be fed back promptly to the corresponding personnel.

• The function can achieve the retention and sharing of report-related information.

• The function can enhance the social attributes of reports to increase the user stickiness in using the report.

Function Description

Plugin Installation

You can obtain the plugin at https://community.finereport.com/plugin/?id=114.

For details about how to install plugins in the designer, see Designer Plugin Management.

For details about how to install plugins on the server, see Server Plugin Management.

Procedure

Plugin Installation

After plugin installation, the admin can see the added Report Community configuration item under System Management on the decision-making platform.

Comment Enabling

After the plugin installation for the first time, the admin needs to tick Enable Comment and select the notification method for comments.

Dashboard Community Comment

After the login, users with the viewing permissions can access the dashboard preview page and click the community dynamics button. Then the sidebar pops up on the right, displaying the comment dynamics (currently supporting the two-level structure of comment + reply by default).

Users can add, reply, edit, and delete comments.

Adding: You can enter the comment in the top input box of the sidebar, and click Submit to publish the comment successfully.

Reply: You can click the Reply button and enter the reply to the comment.

Editing: You can hover the cursor over the corresponding comment card, click the pop-up toolbar icon, and edit the comment.

Deletion: You can hover the cursor over the corresponding comment card, click the pop-up toolbar icon, and delete the comment.

Extra reminder: You can enter @ in the comment input box and select the required user in the pop-up user search box. After the comment takes effect, the corresponding user will be notified through the system message.

Dashboard Community Following

The community Follow button is added to the dashboard preview page. After clicking Follow, the user can receive notifications of the community comment dynamics of the current dashboard.

Dashboard Community Configuration

You can click the community configuration icon on the dashboard editing page and set Enable Comment and Notification Method. You can select Use Server Configuration for Following Configurations or deselect it to configure the settings for the dashboard separately.

The current notification methods include System Notification, Email Notification, and SMS Notification. The email and SMS notifications are available only when you enable corresponding functions on the platform.

Permission Management

Admins can separately set comment permissions for users through Permission Management under Report Community on the decision-making platform.

Report Comment Management

You can query comment data through Comment Time, Template Name, and Comment Content. Admins can view all data, while common users can only view their own comment data. You can delete comment data within the scope of permissions.

1.     Comment notification logic: Only users who follow the dashboard can receive notification messages for comments made by others (excluding the current user) on that dashboard.

2.     Notification method: Different from System Notification, Email Notification and SMS Notification are available only when you enable the corresponding functions on the decision-making platform.