Overview
Data portal is a feature of unified data query entrance launched by FineReport software.
Users can quickly find their favorite reports, system announcements, report online and offline dynamics, etc. on the portal homepage.
Data portals can help you improve the efficiency of data query and reduce communication costs between report administors and users.
Versions
Report Server Version | Data Portal Plugin | Function Changes |
V11.0.7 | V1.0 | / |
V11.0.8 | V1.1 | / |
V11.0.8 | V1.6 | Added built-in portal demo |
V11.0.8 | V1.9 | Support mobile data portal |
Product Positioning
Data portal plugin mainly solves the following four types of problems:
Problem | Introduction |
Difficult to obtain platform-related notifications | New, delisted, and modified changes on the system report require notification through email or messaging, and human communication is inefficient. The announcement and notification are scattered, making it inconvenient to search for past announcements. |
Time-consuming to search for location report | There are many platform reports, and they are scattered in directories, favorites, shares, and other locations, which is time-consuming and laborious to find unfamiliar reports. Users find it difficult to quickly locate their frequently used reports due to the excessive hierarchy of the directory report and the deep placement of the bookmark entry. |
Decentralized data application | The core indicators of interest are relatively scattered, and different reports need to be opened in different directories or bookmarks to view. The company has multiple business systems, and business personnel need to log into multiple platforms to search for data, which is inefficient. |
Difficult custom development | Using reports as the homepage cannot meet the style and functional requirements of a data portal. Developing with code is difficult with long development cycles, and it is unable to quickly build a data portal. |
Industry Case
Group Homepage
Make the data portal the homepage of the decision-making platform. It's open to all platform users, and provide components such as announcements, dynamic reports, commonly used reports, and my favorites.
Once you log into the decision-making system, you can quickly obtain the data you are most concerned about in the work.
Customizing Client Dashboard
Develop personalized data portals for roles, providing commonly used data indicators, daily work entries, report dynamics, recent access and other components.
Users can quickly access the reports and data indicators they are interested in, and easily access all reports and business systems with just one click.
Functionality Advantages
Allowing Users to Customize Portals
You can adjust the portal content according to your usage habits.
Quickly Locate and Display the Data that Users Are Most Concerned About
Provide functions such as my favorites, recent visits, and quick access to help you quickly locate the most important data reports.
Push New Report Dynamic Information with Dynamic Reminders
Dynamic notifications are sent to you for new report releases, offline, updates, changes, and other events.
Simple Drag-And-Drop Low-Cost and Efficient Development
There are built-in rich portal components. Just drag and drop to configure.
Index
Document | Introduction |
Beginner's guide example of PC data portal Through practical operation, lead you to understand the process of using PC data portal. | |
Introduce the installation and usage methods of the PC data portal plugin. | |
Example of Using a Mobile Data Portal | Beginner's guide example for mobile data portal Through practical operation, lead you to understand the process of using mobile data portal. |
Overview of Using Mobile Data Portal | Introduce the installation and usage methods of the mobile data portal plugin. |
When introducing editing the data portal, the types and uses of components can be added to the data portal. The components in the data portal are divided into three categories: portal components, data dashboards, and others | |
When introducing editing of data portals, styles can be set for pages and components. | |
After completing the production of the data portal, how to mount it to the directory of the decision-making platform for other users to view? | |
Introduce how to customize adding and deleting data dashboard components, modify shortcut entry components, and adjust component layout according to their usage habits and commonly used templates for viewing users. | |
Introduce how to delegate the editing and management functions of the data portal to sub-administrators. |
