Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 14.1
edited by Hera Guo
on 2025/09/15 15:56
Change comment: There is no comment for this version
To version 6.1
edited by Hera Guo
on 2025/09/15 09:56
Change comment: There is no comment for this version

Summary

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3 3  
4 4  {{toc/}}
5 5  
6 +(% class="wikigeneratedid" id="H" %)
7 +
6 6  
7 -= **1. Overview** =
9 += **Overview** =
8 8  
9 -In ThingsEye, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
11 +In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
10 10  
11 -Reporting in ThingsEyeis built on two key components:
13 +Reporting in ThingsBoard is built on two key components:
12 12  
13 13  * **Configured report template** – defines the structure, content, and format of the report. A template can be in **PDF** or **CSV** format and may include any supported components, such as tables, charts, text blocks, images, and more.
14 14  * **Scheduler event** – automatically triggers report generation at the specified time and sends it to selected recipients via available delivery channels (such as **email**, **Slack**, and other integrations).
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28 28  * Archiving data in an easy-to-read format.
29 29  * Automating communication during incidents.
30 30  
31 -**Report format：**
33 +**报告形式：**
32 32  
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.
... ... @@ -35,27 +35,23 @@
35 35  
36 36  **Demo：**
37 37  
38 -[[image:1757901233737-956.png||_mstalt="297427" height="405" width="720"]]
40 +[[image:1757901233737-956.png||height="405" width="720"]]
39 39  
40 40  
41 -[[image:1757901251979-243.png||_mstalt="296179" height="1021" width="722"]]
43 +[[image:1757901251979-243.png||height="1021" width="722"]]
42 42  
43 43  
44 44  ----
45 45  
46 -= **2. How to generate a simple report** =
48 +== **How to start** ==
47 47  
48 -== **2.1 Creat report** ==
49 -
50 -* (((
51 -Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
52 -)))
50 +* 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:
56 56  ** **Name** – a descriptive name for the report template.
57 57  ** **Format**: Choose **PDF** or **CSV** report format.
58 -** (% _mstmutation="1" %)**Type**(%%):
56 +** **Type**:
59 59  *** **Report** - a complete standalone report template.
60 60  *** Subreport - a modular component that can be embedded inside another report.
61 61  ** 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.
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63 63  ** Click the “**+ Add report template**” button in the top-right corner.
64 64  ** Choose “**Create new report template**”.
65 65  
66 -[[image:1757899242101-256.png||_mstalt="294606" height="245" width="711"]]
64 +[[image:1757899242101-256.png||height="245" width="711"]]
67 67  
68 68  * In the popup, fill out the following:
69 69  ** **Name** – a descriptive name for the report template.
70 70  ** **Format**: Choose **PDF** or **CSV** report format.
71 -** (% _mstmutation="1" %)**Type**(%%):
69 +** **Type**:
72 72  *** **Report** - a complete standalone report template.
73 73  *** Subreport - a modular component that can be embedded inside another report.
74 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 75  
76 -[[image:1757899267136-753.png||_mstalt="298441" height="435" width="712"]]
74 +[[image:1757899267136-753.png||height="435" width="712"]]
77 77  
78 78  
79 79  ----
80 80  
81 -== **2.2 Report Builder** ==
79 +== **Report Builder** ==
82 82  
83 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 90  Here's what the Report Builder looks like:
91 91  
92 -[[image:1757900905980-599.png||_mstalt="299195" height="660" width="715"]]
85 +[[image:1757900905980-599.png||height="660" width="715"]]
93 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||_mstalt="295282" height="492" width="722"]]
99 -
100 -
101 -[[image:1757904522206-991.png||_mstalt="295672" 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||_mstalt="299325" 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||_mstalt="295763" 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||_mstalt="299598" height="405" width="716"]]
114 -
115 -* And so on, continue to add other components
116 -
117 -[[image:1757904996853-139.png||_mstalt="298844" height="484" width="720"]]
118 -
119 -
120 -[[image:1757905097135-701.png||_mstalt="294450" height="573" width="716"]]
121 -
122 -
123 -----
124 -
125 -== **2.3 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||_mstalt="296634" height="572" width="709"]]
130 -
131 -
132 -**Demo:**
133 -
134 -[[image:1757905724919-410.png||_mstalt="295191" height="991" width="711"]]
135 -
136 -
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