Types of Template Preview

  • Last update:  2020-11-13
  • I. Overview

    Template Preview refers to viewing the effect of a template on the Web. FineReport provides 6 preview types (Pagination Preview, Data Entry Preview, New Data Entry Preview, Data Analysis, Mobile Preview and Dashboard Preview) to suit the needs of different scenarios.

    You can find an overview of features for each type below.

    NoTypeFeature

    1

    Pagination Preview

    A default preview type for general/aggregation reports displaying data by page. Generally, it is only used for querying and viewing report data.

    2

    Data Entry Preview

    A preview type used to do data entry on general reports. It can be used when database updation is needed.

    3

    New Data Entry Preview

    Used to do large volume data entry on general reports. The preview type adopts new-style widgets and the lazy loading technique to improve data entry performance.

    4

    Data Analysis

    This can be used to do non-pagination preview and online analysis (ordering, filtering, etc.) on general reports.

    5

    Mobile Preview

    With Mobile Preview, the preview and data entry of general reports, as well as the display of dashboards can be carried out on mobile devices directly.

    6

    Dashboard Preview

    This type of preview is designed specifically for Dashboard.

    Note: general reports do not support Dashboard Preview. Dashboards support Mobile Preview and Dashboard Preview. Aggregation reports support only the Pagination Preview. Please refer to Template design type for more information.

    You will learn
    • Applicable Scenarios

      • Pagination Preview

      • Data Entry Preview

      • New Data Entry Preview

      • Data Analysis Preview

      • Mobile Preview

      • Dashboard Preview

    • Feature Comparison

    II. Applicable Scenarios

    1. Pagination Preview

    1) View reports: pagination can be set up in the toolbar to view the typical general/aggregation reports (such as the detail report and group report). Support efficient display for massive data.

    2) Filter data: filter out certain data of interest by conditions, that is, filtering with parameters.

    4.png 


    2. Data Entry Preview

    1)In the case that a sales rep needs to carry out data entry, such as adding, modifying or deleting data, this can be done with Data Entry Preview on general reports.

    2)Still, Data Entry Preview can be used to view and search for data, with all data displayed on the same page.

    5.png 


    3. New Data Entry Preview

    New Data Entry Preview adopts the single-page lazy loading technique to improve data entry performance when showing, searching or entering a large volume of data with general reports.

    6.gif 


    4. Data Analysis Preview

    1) Simple data analysis, such as ordering and filtering, can be carried out with a general report by Data Analysis Preview. All data will be displayed on the same page.

    2) Combo Tree reports take effect only in Data Analysis Preview.

     


    5. Mobile Preview

    With Mobile Preview, the preview and data entry of general reports, as well as the display of dashboards can be carried out on mobile devices directly.


    6. Dashboard Preview

    This preview type is dedicated to display Dashboard on PC.

    11.png 

    III. Feature Comparison

    Note:

     

    Preview type comparison.xlsx

     


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