Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 11.1
edited by Hera Guo
on 2025/09/15 11:08
Change comment: There is no comment for this version
To version 4.1
edited by Hera Guo
on 2025/09/15 09:48
Change comment: There is no comment for this version

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1 -(% class="wikigeneratedid" %)
2 -Table of contants:
3 -
4 -{{toc/}}
5 -
6 -
7 7  = **Overview** =
8 8  
9 9  In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
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33 33  * **PDF** – visually styled reports that may include charts, tables, images, and company branding.
34 34  * **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
35 35  
30 +
36 36  **Demo：**
37 37  
38 -[[image:1757901233737-956.png||height="405" width="720"]]
39 39  
40 40  
41 -[[image:1757901251979-243.png||height="1021" width="722"]]
42 42  
36 +== **如何开始** ==
43 43  
44 -----
45 -
46 -= **How to generate a simple report** =
47 -
48 -== **Creat report** ==
49 -
50 -* (((
51 -Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
52 -)))
38 +* Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
53 53  * Click the “**+ Add report template**” button in the top-right corner.
54 54  * Choose “**Create new report template**”.
55 55  * In the popup, fill out the following:
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62 62  ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
63 63  ** Click the “**+ Add report template**” button in the top-right corner.
64 64  ** Choose “**Create new report template**”.
51 +** In the popup, fill out the following:
52 +*** **Name** – a descriptive name for the report template.
53 +*** **Format**: Choose **PDF** or **CSV** report format.
54 +*** **Type**:
55 +**** **Report** - a complete standalone report template.
56 +**** Subreport - a modular component that can be embedded inside another report.
57 +*** Click “**Add**” to create the report template and open the **Report Builder** interface, where you can design the structure, layout, and content of your report.
65 65  
59 +
66 66  [[image:1757899242101-256.png||height="245" width="711"]]
67 67  
68 -* In the popup, fill out the following:
69 -** **Name** – a descriptive name for the report template.
70 -** **Format**: Choose **PDF** or **CSV** report format.
71 -** **Type**:
72 -*** **Report** - a complete standalone report template.
73 -*** Subreport - a modular component that can be embedded inside another report.
74 -** Click “**Add**” to create the report template and open the **Report Builder** interface, where you can design the structure, layout, and content of your report.
75 -
76 -[[image:1757899267136-753.png||height="435" width="712"]]
77 -
78 -
79 79  ----
80 80  
81 -== **Report Builder** ==
82 82  
83 -The **Report Builder** is a drag-and-drop editor that lets you design your report template using visual and data components. You have full control over both the appearance and structure of the report.
84 84  
85 -Each component has two main configuration sections:
86 -
87 -* **Data configuration** — defines which data the component will display and how it will be filtered. Supports entity aliases and filters for dynamic data binding.
88 -* **Layout configuration** — controls the visual style and formatting in the final document.
89 -
90 -Here's what the Report Builder looks like:
91 -
92 -[[image:1757900905980-599.png||height="660" width="715"]]
93 -
94 -----
95 -
96 -* In the **Report Builder**, add a component (for example, Rich text) and, in the “**Data**” tab, specify its data source (target entity and data keys).
97 -
98 -[[image:1757904337253-670.png||height="492" width="722"]]
99 -
100 -
101 -[[image:1757904522206-991.png||height="342" width="724"]]
102 -
103 -* Next, in the component's text field, type the symbol where you want to insert a variable's value. This will open a list of all available variables in the current context.
104 -
105 -[[image:1757904586368-737.png||height="376" width="718"]]
106 -
107 -* **Select variables** (for example, ${humidity}), and its value will be inserted into the report during generation.
108 -
109 -[[image:1757904657842-206.png||height="482" width="716"]]
110 -
111 -* When finished, click the “**Save**” button in the top-right corner to apply your changes.
112 -
113 -[[image:1757904729910-988.png||height="405" width="716"]]
114 -
115 -* And so on, continue to add other components
116 -
117 -[[image:1757904996853-139.png||height="484" width="720"]]
118 -
119 -
120 -[[image:1757905097135-701.png||height="573" width="716"]]
121 -
122 -
123 -----
124 -
125 -== **Generate report** ==
126 -
127 -To verify the result, generate a test report sample by clicking the corresponding button in the top-right corner.
128 -
129 -[[image:1757905171500-699.png||height="572" width="709"]]
130 -
131 -
132 -**Demo:**
133 -
134 -[[image:1757905629976-248.png||height="1002" width="713"]]
135 -
136 -
66 +[[image:1757899267136-753.png||height="435" width="712"]]
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