Basic Learning Path for Business Users

  • Last update:October 13, 2026
  • Overview

    FineReport is a tool for creating, analyzing, and presenting reports. It helps users build flexible data analysis and reporting systems. In enterprises, regular FineReport users generally fall into three categories: system administrators, report designers, and business users.

    • System administrators: Deploy FineReport servers, perform routine maintenance, assign permissions, and mount reports on the platform.

    • Report designers: Design reports, dashboards, and other content based on business users' requirements.

    • Business users: Provide business requirements to report designers and view report data on PC or mobile devices.

    This document provides a basic learning path and related documents for business users who have completed the Quick Start tutorial. The learning path is shown in the following figure.

    业务用户基础学习路径图.png

    Basic Learning Path for Business Users

    This document outlines a basic learning path and related documents for business users. Completing the learning path takes approximately one day.

    Section
    TitleDescriptionDocument
    Chapter 1: Basic Account Settings
    1.1Logging In to the Decision-Making Platform
    Learn how to log in to the decision-making platform to view the reports you need.Introduction to the Decision-making Platform
    1.2Configuring User SettingsLearn about the basic functions of user settings.

    User Settings

    Directory

    1.3Viewing My MessagesLearn about the basic functions of the message center.My Message
    1.4Changing or Resetting the PasswordLearn how to change your password or reset a forgotten password.User's Password Modification/Password Reset Upon Password Forgetting
    Chapter 2: Installing and Using the DataAnalyst App
    2.1Downloading and Installing the DataAnalyst AppDownload and install the DataAnalyst mobile app.App Download/Installation/Usage
    2.2Connecting the DataAnalyst App to a Platform or Report ServerLearn how to preview an individual template or browse an entire report project in the DataAnalyst app.Connecting the App to the Platform/Report Server
    2.3Viewing Templates in the DataAnalyst AppLearn the basic operations for previewing templates in the DataAnalyst app./
    2.4Accessing Reports or Projects Through HTML5Learn how to preview a single template or browse an entire report project on HTML5 pages using WeChat or a web browser.Accessing the Report/Project in the HTML5 Client

    Attachment List


    Theme: Quick Start
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