Overview
Version
| Report Server Version |
|---|
11.0 |
Application Scenario
In enterprises, data reported by various departments needs to be reviewed level-by-level by higher-level departments. Data that does not pass review is sent back to the original reporter to re-fill, re-report, and re-apply for review until only the correct one is stored in the database.
Function Description
To meet the above need, FineReport provides a multi-level report function.
1. Admins can add report processes on the tab page and set report tasks for data circulation.
2. Users can complete corresponding tasks, thus achieving data report, review, and check.
Setting Procedure
The following table describes the steps to use the multi-level report function in FineReport.
| Function Step | Function Description | |
|---|---|---|
Basic Functions | Multi-Level Report Entry Preparations | Introduces how to create a multi-level report directory and assign the viewing and use permission to users so that they can use the multi-level report function and find the function entry. |
Report Template Design | Introduces how to design simple data entry reports and general reports, with some report-specific parameters applicable to report tasks. | |
Report Process Adding | Introduces how to configure (add, delete, view, and modify) report processes on the Report Process Management tab page, how to add nodes, and how to configure nodes to achieve data circulation. | |
Report Task Adding | Introduces how to call the created report processes in report tasks. | |
Task Circulation |  | |
Other Functions | Multi-Level Report Integration | Introduces how to perform the multi-level report through independent links and how to assign the access permission of the independent links. |
Plugin of Reporting and Reviewing Tasks on the New Tab | Introduces how to open the template on a new tab page after you click Submit or Approve, with the plugin installed. |
Example Index
| Help Document | Content Description | Figure Example |
|---|---|---|
Simple Multi-Level Report Example - Reimbursement | Demonstrates how to perform multi-level report. Example: In the reimbursement process, an employee in the sales department submits reimbursement data and the employee eoco in the finance department reviews the data. | |
Single-Line Multi-Level Report | Demonstrates how to achieve the report with only one operator bound to each node. Example: In the sales report process, the salesperson Jack submits data, the sales director Lisa reviews the data, and the leader Tom views the data. | |
Joint Report | Demonstrates how to achieve the joint report with multiple operators bound to a specific node. Example 1: The circulation is performed after all operators have completed operations. Example 2: The circulation is performed after some operators have completed operations. | |
Permission Setting of Data Reported for Review | Demonstrates how to achieve the report with multiple operators bound to multiple nodes through custom datasets. Example: In the sales data viewing process, salespersons submit data, the sales director reviews the data of his/her responsible areas, and the leader views the data. | |
Task Distribution and Level-by-Level Report | Demonstrates how to achieve a multi-level report task by storing a user-department relationship dataset, meeting the need of different departments reviewing their own data. Example: In a viewing process of sales data in various regions, the sales director distributes the report task to salespersons for data entry and submission and then reviews the data of his/her responsible areas, and the leader views data of all areas. | |
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