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 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:
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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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75 75  [[image:1757992829865-745.png||height="722" width="1112"]]
76 76  
77 77  [[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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