How To Publish FineReport Template In FineBI

  • Last update:  2023-04-27
  • Overview

    Version

    FineBI Version

    Functional Change

    6.0

    /

    Description

    How to mount or use FineReport templates in FineBI when FineBI is not integrated with FineReport?

    Solutions

    There are two ways:

    1. Mount FineReport Templates to FineBI directory.

    2. Display FineReport templates through the Web component link in the dashboard.

    Note: If FineBI and FineReport are interconnected, the FineReport template hyperlink can be directly mounted in the FineBI directory. This article will not elaborate on this situation.

    Example 1: Mounting to Directory

    This section will introduce how to display the FineReport template Paragraphed Detail Report in the FineBI directory.

    Uploading FineReport Template

    Copy the FineReport template Paragraphed Detail Report to the directory %FineBI%\webapps\webroot\WEB-INF\reportlets.

    1.png

    Setting Data Connection

    The admin should log in to FineBI, click Manage Data Connection > Data Connection Management, and then click New Data Connection to create a data connection that is identical in name and configuration to the data connection used by the FineReport template Paragraphed Details Report.

    2.png

    Adding Directory

    The admin should log in to FineBI, click Manage > Directory, select a directory, and click Add Template.

     3.png

    The editing interface displays all the FineReport templates in FineBI. Select Paragraphed Details Report, and click Next.

    Enter the template's name and description, select its type, and click OKThen Paragraphed Details Report is published successfully.

    Note: If the template type is Data Entry, the client must have purchased this function in FineBI, otherwise, filling-in will be unavailable. For details, see Registration Management.

    4.png

    Preview

    Click Directory and then you can see Paragraphed Details Report in the left-hand directory tree.

    5.png

    Example 2: Displaying in Component

    This section will introduce how to display the FineReport template Paragraphed Detail Report in Web component in FineBI.

    Uploading FineReport Template

    Copy the FineReport template Paragraphed Detail Report to the directory %FineBI%\webapps\webroot\WEB-INF\reportlets.

    6.png

    Setting Data Connection

    The admin should log in to FineBI, click Manage Data Connection > Data Connection Management, and then click New Data Connection to create a data connection that is identical in name and configuration to the data connection used by the FineReport template Paragraphed Details Report.

    7.png

    Creating a Dashboard

    Log in to FineBI, click My Analysis > New subject.

    8.png

    You do not have to select data, but just directly click Cancel. Add a dashboard, click Other > Web Component, and drag it to the dashboard.

    9.png

    Add a hyperlink to the web component, corresponding to the FineReport dashboard link:/webroot/decision/view/report?viewlet=xxxxx.cpt

    xxxxx.cpt refers to the name of the .cpt file in the reportlets folder where the template is saved.

    Take the FineReport template Paragraphed Detail Report as an example. The link to this template is /webroot/decision/view/report?viewlet=Paragraphed Detail Report.cpt.

    For example, if Paragraphed Detail Report is located in the sub-folder of reportlets under ..\webapps\webroot\WEB-INF\reportlets\test, the link would be/webroot/decision/view/report?viewlet=test/Paragraphed Detail Report.cpt.

    10.png

    If you want to add a fill-in report, the suffix &op=write needs to be added to the link. For example, Supplier Information is a fill-in report, and the link would be /webroot/decision/view/report?viewlet=Supplier Information.cpt&op=write.

    If there is a hyperlink in report A linking to the report B, you not only need to copy report A to the directory..\webapps\webroot\WEB-INF\reportlets\, but need to copy the template from the hyperlink to the directory ..\reportlets\demo\chart. In this case, the report A can successfully link to the template in report B after report A is added.

    Preview

    Click Preview to see Paragraphed Detail Report in the Web component of the dashboard.

    12.png

    Notes

    If you want to call a template from other project through directory hyperlink or Web component, you must disable Click Attack Protection under Manage > Security > Security > Security Headers.


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