Changes for page Create Scheduler Report

Last modified by Hera Guo on 2025/09/16 13:56
From version 10.1
edited by Hera Guo
on 2025/09/16 13:51
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To version 6.1
edited by Hera Guo
on 2025/09/16 11:38
Change comment: There is no comment for this version

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1 -Table of contents:
1 +定时报告/对子客户安排报告
2 2  
3 -{{toc/}}
4 4  
5 5  
6 6  
7 7  
8 -The template defines **what** will be in the report, while the scheduler determines **when** and **to whom** it will be delivered.
7 +模板定义了报告**中的内容，**而调度程序则确定报告的**交付时间**和**对象**。
9 9  
10 -In this guide, we'll walk through the basic steps of using Reporting in ThingsEye , and create a report template with automated delivery configured for two different customers.
9 +在本指南中，我们将逐步介绍在 ThingsEye 中使用报告的基本步骤，并为两个不同的客户创建一个配置了自动交付的报告模板。
11 11  
11 +
12 12  = **1. Create the report template** =
13 13  
14 -By default, you are assumed to know how to create a report template. If not, please consult this wiki:**：[[Create report>>doc:Main.Report Guide.WebHome]]**
14 +**默认你已知晓如何创建报告模板，如果不清楚请查阅这个WIKI：[[Create report>>doc:Main.Report Guide.WebHome]]**
15 15  
16 16  
17 17  ----
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18 18  
19 19  = **2. Scheduling the report for customers** =
20 20  
21 -**Key points for correct scheduling**
21 +**正确调度的要点**
22 22  
23 -To ensure the report is generated correctly and contains accurate data, you must specify:
23 +为确保正确生成报告并包含准确的数据，您必须指定：
24 24  
25 -* **Report recipients** – the users who will receive the generated report (e.g., managers or clients).
26 -* **User account** – the account under which the report will be generated. This defines the data scope and permissions applied to the report.
25 +* **报告收件人** – 将接收生成报告的用户（例如，经理或客户）。
26 +* **用户帐户** – 将用于生成报告的帐户。这定义了应用于报表的数据范围和权限。
27 27  
28 -**Example:**
28 +例：
29 29  
30 -* If the report should include only devices owned by **Customer A**, you must set the **User** field to the email address of a user belonging to Customer A when scheduling the report.
31 -* Likewise, to schedule a report for **Customer B** recipients, use the email address of a Customer B user in the **User** field.
30 +* 如果报告应仅包括**客户 A** 拥有的设备，则必须在计划报告时将**用户**字段设置为属于客户 A 的用户的电子邮件地址。同样，要为**客户 B** 收件人安排报告，请在**用户**字段中使用客户 B 用户的电子邮件地址。
32 32  
33 -This ensures the report will only display devices and data accessible to that specific user.
32 +**这可确保报告仅显示该特定用户可访问的设备和数据。**
34 34  
35 35  ----
36 36  
37 -== **2.1 Scheduling a report for CustomerA users** ==
36 +== **2.1 Scheduling a report for Customer A users** ==
38 38  
39 -First, we'll set up automated delivery of the report for all CustomerA users. The report will be generated on behalf of Alec , the administrator for this customer.
38 +首先，我们将为所有客户 A 用户设置自动发送报告。 该报告将代表该客户的管理员 Alec 生成。
40 40  
41 -* Go to the “**Scheduling**” tab on the “**Reporting**” page.
42 -* Сlick the “**+ Scheduled Report**” in the top-right corner to create a new scheduler event.
40 +* 转到“**报告**”页面上的“**计划**”选项卡。
41 +* 点击右上角的“**+ 计划报告**”以创建新的计划程序事件。
43 43  
44 44  [[image:1757991254381-634.png||height="721" width="1107"]]
45 45  
46 46  ----
47 47  
48 -* In the **scheduling** dialog, provide the following details:
49 -** Give your schedule event a clear title, for example: Report for Customer A
50 -** **Event type** – always set to **Create report**.
51 -** **Report template** – select the previously created Daily Devices Alarm Report template.
52 -** **User** – specify the user account on whose behalf the report will be generated: **Alec@thingseye.io** (Alec — CustomerA administrator).
47 +* 在**计划**对话框中，提供以下详细信息：
48 +* 为您的日程安排事件指定一个清晰的**标题**，例如：(% style="background-color:inherit; color:inherit; font-size:inherit" %)Report for CustomerA
49 +* **事件类型** - 始终设置为**“创建报表**”。
50 +* **报告模板** – 选择之前创建的每日设备警报报告模板。
51 +* **用户** – 指定将代表其生成报告的用户帐户：**Alec@thingseye.io** （Alec— 客户 A 管理员）。
53 53  
54 54  [[image:1757991512124-527.png||height="723" width="1110"]]
55 55  
56 56  ----
57 57  
58 -* Set the **recipients**:
59 -** In the “**Recipients**” field, click **Create new** to create a new recipient group.
60 -*** Enter a **name** for the notification recipient group.
61 -*** Select **Customer users** filter.
62 -*** Set **Customer** to **Customer A**.
63 -*** Click “**Add**”.
57 +* 设置**收件人**：
58 +** 在“**收件人**”字段中，单击**新建**以创建新的收件人组。
59 +*** 输入通知接收方组的**名称**。
60 +*** 选择**客户用户**筛选器。
61 +*** 将**客户**设置为**客户 A**。
62 +*** 单击“**添加**”。
64 64  
65 65  [[image:1757991797040-630.png||height="723" width="1111"]]
66 66  
67 67  ----
68 68  
69 -* **Notification template** & delivery methods:
70 -** Select an existing notification template (defines how the report will be delivered) and edit it.
71 -** Add **Email** as a delivery method alongside **Web**. Click “**Next**”.
72 -** Add the **subject and body text** for the **email notification** to which the **PDF report** will be attached. Click “**Save**”.
68 +* **通知模板**和发送方式：
69 +** 选择现有通知模板（定义报告的传递方式）并对其进行编辑。
70 +** 将**电子邮件**添加为**与 Web** 一起的传递方式。单击“**下一步**”。
71 +** 添加将附加 **PDF 报告**的**电子邮件通知**的**主题和正文**文本。单击“**保存**”。
73 73  
74 74  [[image:1757991868588-546.png||height="722" width="1112"]]
75 75  
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76 76  [[image:1757992829865-745.png||height="722" width="1112"]]
77 77  
78 78  [[image:1757992985183-979.png]]
79 -
80 -----
81 -
82 -= **3. Set up the schedule** =
83 -
84 -* (((
85 -Go to the **Schedule** tab.
86 -)))
87 -* **Start time** – set the date and time of the first run.
88 -* **Time zone** – choose the applicable time zone.
89 -* Enable **Repeat**:
90 -** **Interval** – select **Daily**.
91 -** **End date** – set an end date or leave blank for ongoing delivery.
92 -* Finally, click “**Create**” to save and apply the scheduler event.
93 -
94 -Now, every day at the scheduled time, all Customer A users will automatically receive a report with the latest information about their device alarms.
95 -
96 -[[image:1757994096517-904.png||height="720" width="1118"]]
97 -
98 -
99 -----
100 -
101 -= **3. Scheduled events result** =
102 -
103 -Each user from customerA receives their own individual report containing only the entities they have access to.
104 -
105 -The system automatically sends the reports daily at the scheduled time, without any manual intervention.
106 -
107 -At the time specified in the scheduled events, all users of Customer A will receive notifications along with the generated report on their device alarms.
108 -
109 -Notifications will be delivered through two channels:
110 -
111 -**~1. Web UI notification**
112 -
113 -* A notification about the generated report will appear in the ThingsEye Web UI.
114 -* Tenant Users can open the report directly within the ThingsEye interface.
115 -
116 -(% class="box" %)
117 -(((
118 -**Important:**
119 -
120 -* Only Tenant Users can view generated reports directly in the ThingsEye Web UI.
121 -* Customer users do not have access to reports in the Web UI — they can only receive them through **Email** or **Slack**.
122 -If your recipients are customer users, make sure at least one of these delivery channels is selected.
123 -)))
124 -
125 -[[image:1757994928716-266.png||height="373" width="1098"]]
126 -
127 -----
128 -
129 -**2. Email notification**
130 -
131 -* An email will be sent to the user with the subject and message you configured in the notification template.
132 -* The email will have the report attached as a PDF file, which can be opened and viewed in the browser or downloaded.
133 -
134 -[[image:1757995049919-870.png||height="670" width="1095"]]
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