Wiki source code of Create Scheduler Event

Version 9.1 by Hera Guo on 2025/09/16 13:41
Show last authors
1 Table of contents:
2
3
4
5
6
7 The template defines **what** will be in the report, while the scheduler determines **when** and **to whom** it will be delivered.
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.
10
11 = **1. Create the report template** =
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
15
16 ----
17
18 = **2. Scheduling the report for customers** =
19
20 **正确调度的要点**
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
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。
26
27 例：
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
31 **这可确保报告仅显示该特定用户可访问的设备和数据。**
32
33 ----
34
35 == **2.1 Scheduling a report for CustomerA users** ==
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。
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
42 [[image:1757991254381-634.png||height="721" width="1107"]]
43
44 ----
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）。
51
52 [[image:1757991512124-527.png||height="723" width="1110"]]
53
54 ----
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**”。
62
63 [[image:1757991797040-630.png||height="723" width="1111"]]
64
65 ----
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
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"]]