Changes for page Create Scheduler Report

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To version 10.1
edited by Hera Guo
on 2025/09/16 13:51
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1 -定时报告/对子客户安排报告
1 +Table of contents:
2 2  
3 +{{toc/}}
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**。
8 +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。
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.
10 10  
11 -
12 12  = **1. Create the report template** =
13 13  
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]]**
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]]**
15 15  
16 16  
17 17  ----
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18 18  
19 19  = **2. Scheduling the report for customers** =
20 20  
21 -**正确调度的要点**
21 +**Key points for correct scheduling**
22 22  
23 -为确保正确生成报告并包含准确的数据，您必须指定：
23 +To ensure the report is generated correctly and contains accurate data, you must specify:
24 24  
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。
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.
27 27  
28 -例：
28 +**Example:**
29 29  
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。
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.
31 31  
32 -**这可确保报告仅显示该特定用户可访问的设备和数据。**
33 +This ensures the report will only display devices and data accessible to that specific user.
33 33  
34 34  ----
35 35  
36 36  == **2.1 Scheduling a report for CustomerA users** ==
37 37  
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 +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.
39 39  
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。
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.
42 42  
43 43  [[image:1757991254381-634.png||height="721" width="1107"]]
44 44  
45 45  ----
46 46  
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）。
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).
52 52  
53 53  [[image:1757991512124-527.png||height="723" width="1110"]]
54 54  
55 55  ----
56 56  
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**”。
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**”.
63 63  
64 64  [[image:1757991797040-630.png||height="723" width="1111"]]
65 65  
66 66  ----
67 67  
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**”。
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**”.
72 72  
73 73  [[image:1757991868588-546.png||height="722" width="1112"]]
74 74  
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92 92  
93 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 94  
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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