Overview
This document is applicable to users who have installed the Data Portal plugin to learn plugin functions.
Version
Report Server Version | Data Portal Version | Functional Change |
11.0.7 | V1.0 | / |
11.0.8 | V1.2 | Added Component Icon in Component Style. |
11.0.8 | V1.3 | Allowed component content to display the selected content. |
11.0.8 | V1.9 | Supports mobile data portals. |
Function Description
This document introduces how to use the Report Dynamics component in the data portal dashboard.
Adding a Component
Log in to the decision-making platform as admin, choose System Management > Data Portal > Portal Management, and click Add Portal to create a data portal dashboard.
On the data portal editing page, click Portal Component, and click/drag Report Dynamics component to the data portal.
Component Content
Setting Component Content
The New, Offline, and Change records of directories within the logged-in user's permission scope are displayed in a report dynamics component.
You can select the displayed content in the Data Portal plugin V1.3 and later versions.
New:
Note:
1. Only the New records of directories which meet one of the following conditions and include PC terminals in their display terminals can be displayed on PC.
2. Only the New records of directories which meet one of the following conditions and include Mobile in their display terminals can be displayed on mobile terminals.
(1) A directory template is added under a directory node which the logged-in user has viewing permissions.
(2) The logged-in user's viewing permissions for a certain directory template are enabled.
Offline:
(1) A directory template is removed from a directory node which you have viewing permissions on display terminals (including PC terminals).
(2) The logged-in user's viewing permissions for a certain directory template which includes PC terminals in its display terminals are disabled.
Change:
Edit and save a directory template which the logged-in user has viewing permissions on display terminals (including PC teminals).
Effect Display
On PC
When previewing a data portal, you can view the New, Offline, and Change records of directories in a report dynamics component.
You can quickly jump to view the content of directories with New/Change records.
On Mobile Terminal
When previewing a data portal on mobile terminals, you can view templates with the New records in the report dynamics component.
Click View All to view all templates with the New records on the All Dynamics page.
You can click a directory with the New record to view its content.
Component Style
Select a component. Then you can set the component style on the right.
Report Dynamics supports two types of component style: Follow Theme and Custom.
1. Follow Theme: The component style completely follows the style of Portal Theme, allowing you to only determine whether to display the component title and set the title text.
2. Custom: The component style does not change as Portal Theme switches. The component style includes the component title, title text, title style, component background, and component icon.
For details, see Data Portal Style.
Other Settings
Deleting a Component
Select a component and click the deletion icon to delete the component.
Adjusting a Component
Hover your cursor over a component, and drag the dotted box popped up to resize and relocate the component.