Data Portal Plugin Installation

Version

Functions

Data Portal plugin, created by FanRuan, provides a unified data query entrance.

This article introduces how to install and use the plugin.

You can obtain the plugin at https://community.finereport.com/plugin/?id=81.

For details about installing plugins in the designer, see Designer Plugin Management.

For details about installing plugins on the server, see Server Plugin Management.

After installation, the Data Portal node is added to System Management in the decision-making platform. 

To use this plugin, you need to purchase the Data Portal function point in FineReport License registration. For details about purchasing the function, contact FanRuan sales personnel.

• If the project is not registered, you can use the Data Portal plugin for free trial.

• If the project has been registered with official License but does not have the Data Portal function, when you preview the data portal, a message is displayed in the bottom right corner, indicating you are using the Data Portal function that is not registered.

All data portals in the project are displayed under System Management > Data Portal > Portal Management. The page also displays portal name and last modification time.

Portal Management allows creating new portals, enabling/disabling customization by view user, and editing, previewing, sharing, renaming, copying and deleting data portals.

Adding a New Portal

Log in to the decision-making platform as the admin, choose System Management > Data Portal > Portal Management, click Add New Portal, set Portal Name, choose a portal layout, and click OK.

• Portal Name: It cannot be empty or same as another data portal.

• Portal Layout: FineReport provides three pre-defined portal layouts, or you can create a blank custom data portal.

When the data portal is created successfully, it opens automatically in a new window. You can edit the content of the data portal and preview/save it.

Editing the Data Portal

Click on the right of the corresponding data portal to edit the portal.

Previewing the Portal

Click on the right of the corresponding data portal to preview the data portal in a new window.

Note:

The data portal dashboard supports preview on the PC terminal but does not support mobile terminal for now.

Generating Links

Clickon the right of the corresponding data portal to copy the preview link.

Admins can mount preview links in the directory.

They can also directly share the links with other users who can view authorized content in the links by logging in to their accounts.

Renaming a Portal

Click on the right of the corresponding data portal to rename it.

Copying a Portal

Click on the right of the corresponding data portal to copy an identical data portal, with the default name as Original Portal Name1.

After clicking OK, you successfully copy an identical data portal, and it opens automatically in a new window.

Deleting a Portal

Clickon the right of the corresponding data portal to delete it. Delete the data portal with caution because it cannot be recovered.

Allowing Customization by View User

If Allowing Customization by View User is enabled, view users can customize the corresponding portal content when viewing the template.

Component configuration currently only supports Announcements.

Click Add New Announcement, and you can select the data portal where it takes effect, enter the announcement content, and set the announcement style.

All historical announcement content, display terminals, and publication time are displayed in the interface, allowing editing and deleting announcements.