Changes for page Create Scheduler Report

Last modified by Hera Guo on 2025/09/16 13:56
From version 9.1
edited by Hera Guo
on 2025/09/16 13:41
Change comment: There is no comment for this version
To version 10.1
edited by Hera Guo
on 2025/09/16 13:51
Change comment: There is no comment for this version

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1 1  Table of contents:
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3 +{{toc/}}
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10 10  
11 11  = **1. Create the report template** =
12 12  
13 -**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]]**
14 14  
15 15  
16 16  ----
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17 17  
18 18  = **2. Scheduling the report for customers** =
19 19  
20 -**正确调度的要点**
21 +**Key points for correct scheduling**
21 21  
22 -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:
23 23  
24 -* **报告收件人** – 将接收生成报告的用户（例如，经理或客户）。
25 -* **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.
26 26  
27 -例：
28 +**Example:**
28 28  
29 -* 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.
30 30  
31 -**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.
32 32  
33 33  ----
34 34  
35 35  == **2.1 Scheduling a report for CustomerA users** ==
36 36  
37 -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.
38 38  
39 -* 转到“**报告**”页面上的“**计划**”选项卡。
40 -* 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.
41 41  
42 42  [[image:1757991254381-634.png||height="721" width="1107"]]
43 43  
44 44  ----
45 45  
46 -* 在**计划**对话框中，提供以下详细信息：
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
48 -* **事件类型** - 始终设置为**“创建报表**”。
49 -* **报告模板** – 选择之前创建的每日设备警报报告模板。
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）。
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).
51 51  
52 52  [[image:1757991512124-527.png||height="723" width="1110"]]
53 53  
54 54  ----
55 55  
56 -* 设置**收件人**：
57 -** 在“**收件人**”字段中，单击**新建**以创建新的收件人组。
58 -*** 输入通知接收方组的**名称**。
59 -*** 选择**客户用户**筛选器。
60 -*** 将**客户**设置为**客户 A**。
61 -*** 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**”.
62 62  
63 63  [[image:1757991797040-630.png||height="723" width="1111"]]
64 64  
65 65  ----
66 66  
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**”。
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**”.
71 71  
72 72  [[image:1757991868588-546.png||height="722" width="1112"]]
73 73