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 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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1 -Table of contents:
1 +定时报告/对子客户安排报告
2 2  
3 3  
4 4  
5 5  
6 6  
7 -The template defines **what** will be in the report, while the scheduler determines **when** and **to whom** it will be delivered.
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 8  
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.
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 10  
11 +
11 11  = **1. Create the report template** =
12 12  
13 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]]**
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32 32  
33 33  ----
34 34  
35 -== **2.1 Scheduling a report for CustomerA users** ==
36 +== **2.1 Scheduling a report for Customer A users** ==
36 36  
37 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。
38 38  
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39 39  * 转到“**报告**”页面上的“**计划**”选项卡。
40 40  * 点击右上角的“**+ 计划报告**”以创建新的计划程序事件。
41 41  
42 -[[image:1757991254381-634.png||height="721" width="1107"]]
43 43  
44 +[[image:1757991254381-634.png]]
45 +
44 44  ----
45 45  
46 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
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 +)))
48 48  * **事件类型** - 始终设置为**“创建报表**”。
49 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）。
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）。
51 51  
52 -[[image:1757991512124-527.png||height="723" width="1110"]]
63 +[[image:1757991512124-527.png]]
53 53  
54 54  ----
55 55  
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60 60  *** 将**客户**设置为**客户 A**。
61 61  *** 单击“**添加**”。
62 62  
63 -[[image:1757991797040-630.png||height="723" width="1111"]]
74 +[[image:1757991797040-630.png]]
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**”。
71 71  
72 -[[image:1757991868588-546.png||height="722" width="1112"]]
73 -
74 -[[image:1757992829865-745.png||height="722" width="1112"]]
75 -
76 -[[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"]]
79 +[[image:1757991868588-546.png]]
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