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Data Management

Data Sources​

The administrator's data management service is dedicated to the AI Reports data sources. Only administrators have the authority to add, edit, or delete data sources in data management.

Connecting Data Sources​

Steps for administrators to connect data sources in data management:

  1. Navigate to the Data Source Management Page

    • Go to "Settings -> Data Management -> Data Sources" page.

  2. Click the "+" Button to Add a Data Source

    • Click the "+" button on the right side of the page to start adding a data source.

  3. Enter Data Source Information

    • Data Source Name: Assign a unique name to the data source.
    • Description: Provide a brief description of the data source to help identify it.

  4. Synchronize Database

    • Click the "Synchronize Database" button to configure database connection settings.
    • Select Database Type: Currently supports SQL Server and MySQL database types.
    • Enter Database Information:
      • Host: Enter the database host address.
      • Port: Enter the database port.
      • Username: Enter the database username.
      • Password: Enter the database password.
      • Database Name: Enter the name of the database to connect to.

  5. Add Tables and Edit Table Structure

    • After connecting to the database, administrators can add tables, view table names, and edit table structures.

  6. Enter Necessary Relation Information

    • Input the relationships between tables to ensure proper data association.

  7. Click "Add Data Source"

    • After completing the above configurations, click the "Add Data Source" button to successfully add the data source.

Editing Data Sources​

Administrators can edit basic information such as the name and table names of data sources. The editable information is consistent with the information provided when adding a new data source.

  1. Navigate to the Data Source Management Page

    • Go to "Settings -> Data Management -> Data Sources" page.

  2. Find the Data Source to Edit

    • Locate the data source to be edited in the data source list and hover over the data source card.

  3. Click the "Edit" Button

    • Click the "✏️" button at the bottom left of the card to enter the edit page.

Deleting Data Sources​

Steps to delete a data source:

  1. Enter the Data Source Management Page

    • Go to "Settings -> Data Management -> Data Sources" page.

  2. Select the Data Source to Delete

    • Locate the data source to be deleted and hover over the data source card.

  3. Click the "Delete" Button

    • Click the "Delete" button on the data source card.

  4. Confirm Deletion

    • The system will display a confirmation window. After confirming, click the "Confirm" button to delete the data source.

Report Management​

Administrators can create, edit, and delete report categories in report management, as well as view all report names under each category. Report categories help organize related reports for easier management and retrieval.

Viewing All Reports Under a Category​

  1. Enter the Report Management Page: In system settings, select "Report Management" to access the page.
  2. View Report Categories: All report categories are displayed on the left side. Click a category to view all report names under it on the right side, including report names and creation dates.
  3. Perform Operations: Administrators can edit or delete reports under each category. Click the "Edit" button to modify a report or the "Delete" button to remove a report.

Creating a New Report Category​

  1. Click the "New" Button: On the report management page, click the "New" button on the left side to start creating a new report category.
  2. Fill in Report Category Information:
    • Report Category Name: Assign a unique name to the new report category.
    • Sort Order: Specify a sort order number for the report category for easier management.
  3. Click "Save": After filling in all necessary information, click the "Save" button to successfully create the new report category.

Editing Report Categories​

  1. Select the Report Category to Edit: Choose the category to be edited from the list of report categories.
  2. Click the "Edit" Button: Enter the edit page where administrators can modify the name and sort order of the report category.
  3. Save Changes: After editing, click the "Save" button to update the report category.

Deleting Report Categories​

  1. Select the Report Category to Delete: Choose the category to be deleted from the list of report categories.
  2. Click the "Delete" Button: After confirming, the report category can be deleted.