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 manually adding/importing users and synchronizing user datasets in batches to add users and their positions and roles.
  • Classify users: classify and manage users by organizational departments and roles.
  • Authenticate users: three ways for user authentication (built-in authentication, LDAP authentication, and HTTP authentication), which can be perfectly combined with any system platform.

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User Management
Directory Management

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


  • Directory management: users are allowed to add, delete or modify the directory structure of the platform, use multi-level directories, and adjust the order of the directory.
  • Node management: Administrators are allowed to add new report nodes to the corresponding directory. Administrators are allowed to add report templates, URL links and multi-level reporting process, delete report nodes in batches, and adjust node directory, viewing mode, display terminal and parameter configurations.

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Permission Management: visual configuration and permission management solution that can be subdivided into cells


With permission management, users are only allowed to access to authorized resources, assign permissions by department positions, roles and users. Permissions cover access to reporting, platform management and data connection.

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Permission Management
Hierarchical Permission Management

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


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

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


  • Login configuration: support support the settings like single login, last login reminder, password protection, login verification, and login lock.
  • SMS is a kind of [strong reminder], which has unique advantages in task communication, transaction reminder and identity authentication. FineReport has a built-in SMS function which is an optional function.
  • Cache configuration: support settings of dataset cache and template cache.

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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: support real-time monitoring warning 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 examine the running status of the system.
  • Resource migration: users can relocate the report template and related platform configuration and permission configuration from System A to System B

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Fixed-time scheduling: 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, and platform message notification. It can also be pushed to the mobile terminal.
  • Centrally manage scheduled tasks, including task status viewing, pause, edit, copy, and so on. It can also generate different results for different users, roles or department positions based on fixed-time task permission control.

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Schedule
Safety Management

Safety Management: improve platform security


  • Security protection: safeguard platform security through cookie enhancement, file upload verification and security header. Once the function is enabled, it can reduce the threats from 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. Users can also separately add watermarks to a certain report.

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


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

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Appearence Configuration

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