Decision-Making System| Reporting Portal | FineReport Decision-Making System | Reporting Portal | FineReport Software

User Management: build in users, import users, synchronize user data, etc.

  • Add users: support batch adding users and their positions or roles by manually adding or importing users or synchronizing user data sets.
  • Classify users: classify and manage users according to organizational departments and roles.
  • Authenticate users: provide 3 methods of user authentication (built-in authentication, LDAP authentication, and HTTP authentication), which can be perfectly combined with any system platform.

User Management
Directory Management

Directory Management: uniformly maintain the directory and cover of the report

  • Directory management: support to add, delete or modify the directory structure of the platform, support multi-level directories, and support to adjust the order of the directory.
  • Node management: Administrators can add new report nodes to the corresponding directory. FineReport supports the addition of report templates, URL links, and multi-level reporting process, and the batch deletion of report nodes. It also supports the adjustment of the node directory, as well as the viewing mode, display terminal, and parameter configuration.


Permission Management: visual configuration, permission schemes that can be subdivided into cells

With permission management, users can only access their authorized resources. You can allocate permission according to the department position, role, and user. Permissions cover access to reporting, platform management, and data connection.

Permission Management
Hierarchical Permission Management

Hierarchical Permission Management: easily implement group access control through
layer-by-layer assignment

Through the function of hierarchical permission control, different branches or departments can share the same system. Each branch or department has its own administrator, who assigns permissions to its subordinate employees, that is, the super administrator controls all permissions, and the subordinate administrators can only manage users and report templates within their scope of responsibility.


System Management: provide login, print, SMS, email, cache and other functions

  • Login configuration: support settings like single login, last login information reminder, password policy, login verification, and login lock.
  • SMS configuration: SMS is a kind of [strong reminder] method, which has unique advantages for task communication, transaction reminder and identity authentication. FineReport has a built-in SMS function that users can selectively open.
  • Cache configuration: support settings of dataset cache and template cache.

Intelligent Operation and Maintenance
Intelligent Operation and Maintenance

Intelligent Operation and Maintenance: support memory management, cluster configuration, backup and restore, smart detection, and platform logs

  • Memory management: includes real-time monitoring alerts for memory and CPU utilization.
  • Cluster configuration: quickly configure the cluster environment with a simple operation.
  • Backup and restore: support backup and restore of system configuration information, templates, jar packages, plug-ins, etc.
  • Cloud operation and maintenance: the cloud generates a test report after the system automatically or the user manually uploads the data packet (no business data is involved), and gives the user recommendations of operation and maintenance.
  • Platform logs: monitor and analyze the running status of the system.
  • Resource migration: users can migrate the report template and related platform configuration and permission configuration from System A to System B


Schedule: automatically trigger tasks based on conditions

  • Perform specific tasks according to the cycle frequency or condition that has been set, and effectively implement tasks such as daily, monthly, quarterly, and annual reports that require manual processing.
  • The result file generated by the scheduled task can be saved in the specified directory, FTP or as an attachment for email reminder, SMS notification, platform message notification. It can also be pushed to the mobile terminal.
  • Centrally manage scheduled tasks, including task status viewing, pause, edit, copy, and more. It can also generate different results for different users, roles or department positions based on timed task permission control.

Safety Management

Safety Management: improve the security of the platform

  • Security protection: including cookie enhancement, file upload verification, and security header. When this feature is enabled, it can reduce the threat of uploading malicious files, cross-site scripts and other attacks.
  • Access control: mitigate CC attacks, prevent crawlers from crawling data, and block violent polling by limiting the frequency of report access.
  • SQL anti-injection: prevent the injection of malicious parameters by disabling special keywords and character escaping.
  • Watermark: quickly add watermarks to all reports through the watermark settings in the platform. You can also add a separate watermark to a certain report.


Appearance Configuration: interface, background, information prompt, and theme customization

  • Quick configuration options: login page, theme, style
  • Open API for custom theme: overall style, interactive style

Appearence Configuration

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