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
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To version 9.1
edited by Hera Guo
on 2025/09/16 13:41
Change comment: There is no comment for this version

Summary

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1 -定时报告/对子客户安排报告
1 +Table of contents:
2 2  
3 3  
4 4  
5 5  
6 6  
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**。
7 +The template defines **what** will be in the report, while the scheduler determines **when** and **to whom** it will be delivered.
8 8  
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。
9 +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.
10 10  
11 -
12 12  = **1. Create the report template** =
13 13  
14 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]]**
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33 33  
34 34  ----
35 35  
36 -== **2.1 Scheduling a report for Customer A users** ==
35 +== **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  
42 +[[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 -)))
47 +* 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）。
50 +* **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]]
52 +[[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]]
63 +[[image:1757991797040-630.png||height="723" width="1111"]]
75 75  
76 76  ----
77 77  
67 +* **通知模板**和发送方式：
68 +** 选择现有通知模板（定义报告的传递方式）并对其进行编辑。
69 +** 将**电子邮件**添加为**与 Web** 一起的传递方式。单击“**下一步**”。
70 +** 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]]
72 +[[image:1757991868588-546.png||height="722" width="1112"]]
73 +
74 +[[image:1757992829865-745.png||height="722" width="1112"]]
75 +
76 +[[image:1757992985183-979.png]]
77 +
78 +----
79 +
80 += **3. Set up the schedule** =
81 +
82 +* (((
83 +Go to the **Schedule** tab.
84 +)))
85 +* **Start time** – set the date and time of the first run.
86 +* **Time zone** – choose the applicable time zone.
87 +* Enable **Repeat**:
88 +** **Interval** – select **Daily**.
89 +** **End date** – set an end date or leave blank for ongoing delivery.
90 +* Finally, click “**Create**” to save and apply the scheduler event.
91 +
92 +Now, every day at the scheduled time, all Customer A users will automatically receive a report with the latest information about their device alarms.
93 +
94 +[[image:1757994096517-904.png||height="720" width="1118"]]
95 +
96 +
97 +----
98 +
99 += **3. Scheduled events result** =
100 +
101 +Each user from customerA receives their own individual report containing only the entities they have access to.
102 +
103 +The system automatically sends the reports daily at the scheduled time, without any manual intervention.
104 +
105 +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.
106 +
107 +Notifications will be delivered through two channels:
108 +
109 +**~1. Web UI notification**
110 +
111 +* A notification about the generated report will appear in the ThingsEye Web UI.
112 +* Tenant Users can open the report directly within the ThingsEye interface.
113 +
114 +(% class="box" %)
115 +(((
116 +**Important:**
117 +
118 +* Only Tenant Users can view generated reports directly in the ThingsEye Web UI.
119 +* Customer users do not have access to reports in the Web UI — they can only receive them through **Email** or **Slack**.
120 +If your recipients are customer users, make sure at least one of these delivery channels is selected.
121 +)))
122 +
123 +[[image:1757994928716-266.png||height="373" width="1098"]]
124 +
125 +----
126 +
127 +**2. Email notification**
128 +
129 +* An email will be sent to the user with the subject and message you configured in the notification template.
130 +* The email will have the report attached as a PDF file, which can be opened and viewed in the browser or downloaded.
131 +
132 +[[image:1757995049919-870.png||height="670" width="1095"]]
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