Changes for page Create Scheduler Report

Last modified by Hera Guo on 2025/09/16 13:56
From version 5.1
edited by Hera Guo
on 2025/09/16 11:04
Change comment: There is no comment for this version
To version 8.1
edited by Hera Guo
on 2025/09/16 11:57
Change comment: There is no comment for this version

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33 33  
34 34  ----
35 35  
36 -== **2.1 Scheduling a report for Customer A users** ==
36 +== **2.1 Scheduling a report for CustomerA users** ==
37 37  
38 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。
39 39  
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40 40  * 转到“**报告**”页面上的“**计划**”选项卡。
41 41  * 点击右上角的“**+ 计划报告**”以创建新的计划程序事件。
42 42  
43 +[[image:1757991254381-634.png||height="721" width="1107"]]
43 43  
44 -[[image:1757991254381-634.png]]
45 -
46 46  ----
47 47  
48 48  * 在**计划**对话框中，提供以下详细信息：
49 -** 为您的日程安排事件指定一个清晰的标题，例如：
50 -
51 -{{{
52 - }}}(((
53 -(% style="background-color:#ffffff; font-family:~"Source Sans Pro~",~"Helvetica Neue~",Helvetica,Arial,sans-serif" %)
54 -|
55 -
56 -{{{Report for CustomerA
57 -}}}
58 -)))
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
59 59  * **事件类型** - 始终设置为**“创建报表**”。
60 60  * **报告模板** – 选择之前创建的每日设备警报报告模板。
61 -* **用户** – 指定将代表其生成报告的用户帐户：**Alec@thingseye.io** （Jane Smith — 客户 A 管理员）。
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）。
62 62  
63 -[[image:1757991512124-527.png]]
53 +[[image:1757991512124-527.png||height="723" width="1110"]]
64 64  
65 65  ----
66 66  
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71 71  *** 将**客户**设置为**客户 A**。
72 72  *** 单击“**添加**”。
73 73  
74 -[[image:1757991797040-630.png]]
64 +[[image:1757991797040-630.png||height="723" width="1111"]]
75 75  
76 76  ----
77 77  
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**”。
78 78  
79 -[[image:1757991868588-546.png]]
73 +[[image:1757991868588-546.png||height="722" width="1112"]]
74 +
75 +[[image:1757992829865-745.png||height="722" width="1112"]]
76 +
77 +[[image:1757992985183-979.png]]
78 +
79 +----
80 +
81 += **3. Set up the schedule** =
82 +
83 +* (((
84 +Go to the **Schedule** tab.
85 +)))
86 +* **Start time** – set the date and time of the first run.
87 +* **Time zone** – choose the applicable time zone.
88 +* Enable **Repeat**:
89 +** **Interval** – select **Daily**.
90 +** **End date** – set an end date or leave blank for ongoing delivery.
91 +* Finally, click “**Create**” to save and apply the scheduler event.
92 +
93 +Now, every day at the scheduled time, all Customer A users will automatically receive a report with the latest information about their device alarms.
94 +
95 +[[image:1757994096517-904.png||height="720" width="1118"]]
96 +
97 +
98 +----
99 +
100 += **3. Scheduled events result** =
101 +
102 +Each user from customerA receives their own individual report containing only the entities they have access to.
103 +
104 +The system automatically sends the reports daily at the scheduled time, without any manual intervention.
105 +
106 +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.
107 +
108 +Notifications will be delivered through two channels:
109 +
110 +**~1. Web UI notification**
111 +
112 +* A notification about the generated report will appear in the ThingsEye Web UI.
113 +* Tenant Users can open the report directly within the ThingsEye interface.
114 +
115 +(% class="box" %)
116 +(((
117 +**Important:**
118 +
119 +* Only Tenant Users can view generated reports directly in the ThingsEye Web UI.
120 +* Customer users do not have access to reports in the Web UI — they can only receive them through **Email** or **Slack**.
121 +If your recipients are customer users, make sure at least one of these delivery channels is selected.
122 +)))
123 +
124 +[[image:1757994928716-266.png||height="373" width="1098"]]
125 +
126 +----
127 +
128 +**2. Email notification**
129 +
130 +* An email will be sent to the user with the subject and message you configured in the notification template.
131 +* The email will have the report attached as a PDF file, which can be opened and viewed in the browser or downloaded.
132 +
133 +[[image:1757995049919-870.png||height="670" width="1095"]]
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