Changes for page Create Scheduler Report

Last modified by Hera Guo on 2025/09/16 13:56
From version 6.1
edited by Hera Guo
on 2025/09/16 11:38
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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75 75  [[image:1757992829865-745.png||height="722" width="1112"]]
76 76  
77 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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