Changes for page Create Scheduler Report

Last modified by Hera Guo on 2025/09/16 13:56
From version 8.1
edited by Hera Guo
on 2025/09/16 11:57
Change comment: There is no comment for this version
To version 5.1
edited by Hera Guo
on 2025/09/16 11:04
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 CustomerA users** ==
36 +== **2.1 Scheduling a report for Customer A 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"]]
44 44  
44 +[[image:1757991254381-634.png]]
45 +
45 45  ----
46 46  
47 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 +** 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 +)))
49 49  * **事件类型** - 始终设置为**“创建报表**”。
50 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）。
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）。
52 52  
53 -[[image:1757991512124-527.png||height="723" width="1110"]]
63 +[[image:1757991512124-527.png]]
54 54  
55 55  ----
56 56  
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61 61  *** 将**客户**设置为**客户 A**。
62 62  *** 单击“**添加**”。
63 63  
64 -[[image:1757991797040-630.png||height="723" width="1111"]]
74 +[[image:1757991797040-630.png]]
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**”。
72 72  
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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