Changes for page Create report

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edited by Hera Guo
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edited by Hera Guo
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Summary

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1 -Overview/Creating a simple report
1 +Report Guide
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2 -Table of contants:
1 += **Overview** =
3 3  
4 -{{toc/}}
3 +在 ThingsEye中，**报告**是一种强大而灵活的工具，用于以报告的形式收集、构建和自动分发数据。
5 5  
5 +ThingsEye中的报告基于两个关键组件：
6 6  
7 -In ThingsEye, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
7 +* **配置报告模板**——定义报告的结构、内容和格式。模板可以是**PDF**或**CSV**格式，并且可以包含任何支持的组件，例如表格、图表、文本块、图像等。
8 +* **调度程序事件**——在指定时间自动触发报告生成，并通过可用的传递渠道（例如**电子邮件**、**Slack**和其他集成）将其发送给选定的收件人。
8 8  
9 -Reporting in ThingsEyeis built on two key components:
10 +**主要特点：**
10 10  
11 -* **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.
12 -* **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).
12 +* **自动调度**——预先配置的调度程序事件可以按照设定的时间表发送报告，无需任何用户操作。
13 +* **可重复使用的模板**——通过应用过滤器和参数，单个模板可用于不同的收件人。
14 +* **基于事件的交付**——当特定事件发生时发送报告（例如，设备上的活动警报）。
15 +* **丰富的内容支持**——包括文本块、表格、图表、图像等。
16 +* **通知集成**——将生成的报告附加到系统通知（电子邮件、Slack）。
13 13  
14 -**Key features:**
18 +**益处：**
15 15  
16 -* **Automated scheduling** – preconfigured scheduler events can send reports on a set schedule without any user action.
17 -* **Reusable templates** – a single template can be used for different recipients by applying filters and parameters.
18 -* **Event-based delivery** – send reports when specific events occur (e.g., an active alarm on a device).
19 -* **Rich content support** – include text blocks, tables, charts, images, and more.
20 -* **Notification integration** – attach a generated report to system notifications (Email, Slack).
20 +* 定期监控您的设备指标。
21 +* 与合作伙伴或管理层共享摘要数据。
22 +* 以易于阅读的格式存档数据。
23 +* 事件发生时实现自动化沟通。
21 21  
22 -**Where it's useful:**
25 +**报告形式：**
23 23  
24 -* Regular monitoring of your device's metrics.
25 -* Sharing summary data with partners or management.
26 -* Archiving data in an easy-to-read format.
27 -* Automating communication during incidents.
27 +* **PDF——**视觉风格的报告，可能包括图表、表格、图像和公司品牌。
28 +* **CSV** – 面向数据的表格报告，易于在 Excel 或 BI 工具中进行分析。
28 28  
29 -**Report format：**
30 30  
31 -* **PDF** – visually styled reports that may include charts, tables, images, and company branding.
32 -* **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
31 +== 如何使用 ==
33 33  
34 -**Demo：**
35 35  
36 -[[image:1757901233737-956.png||_mstalt="297427" height="405" width="720"]]
34 +[[image:1757899242101-256.png||height="245" width="711"]]
37 37  
38 -
39 -[[image:1757901251979-243.png||_mstalt="296179" height="1021" width="722"]]
40 -
41 -
42 42  ----
43 43  
44 -= **How to generate a simple report** =
45 45  
46 -== **Creat report** ==
47 47  
48 -* (((
49 -Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 -)))
51 -* Click the “**+ Add report template**” button in the top-right corner.
52 -* Choose “**Create new report template**”.
53 -* In the popup, fill out the following:
54 -** **Name** – a descriptive name for the report template.
55 -** **Format**: Choose **PDF** or **CSV** report format.
56 -** (% _mstmutation="1" %)**Type**(%%):
57 -*** **Report** - a complete standalone report template.
58 -*** Subreport - a modular component that can be embedded inside another report.
59 -** 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.
60 -** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
61 -** Click the “**+ Add report template**” button in the top-right corner.
62 -** Choose “**Create new report template**”.
63 -
64 -[[image:1757899242101-256.png||_mstalt="294606" height="245" width="711"]]
65 -
66 -* In the popup, fill out the following:
67 -** **Name** – a descriptive name for the report template.
68 -** **Format**: Choose **PDF** or **CSV** report format.
69 -** (% _mstmutation="1" %)**Type**(%%):
70 -*** **Report** - a complete standalone report template.
71 -*** Subreport - a modular component that can be embedded inside another report.
72 -** 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.
73 -
74 -[[image:1757899267136-753.png||_mstalt="298441" height="435" width="712"]]
75 -
76 -
77 -----
78 -
79 -== **Report Builder** ==
80 -
81 -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.
82 -
83 -Each component has two main configuration sections:
84 -
85 -* **Data configuration** — defines which data the component will display and how it will be filtered. Supports entity aliases and filters for dynamic data binding.
86 -* **Layout configuration** — controls the visual style and formatting in the final document.
87 -
88 -Here's what the Report Builder looks like:
89 -
90 -[[image:1757900905980-599.png||_mstalt="299195" height="660" width="715"]]
91 -
92 -----
93 -
94 -* 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).
95 -
96 -[[image:1757904337253-670.png||_mstalt="295282" height="492" width="722"]]
97 -
98 -
99 -[[image:1757904522206-991.png||_mstalt="295672" height="342" width="724"]]
100 -
101 -* 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.
102 -
103 -[[image:1757904586368-737.png||_mstalt="299325" height="376" width="718"]]
104 -
105 -* **Select variables** (for example, ${humidity}), and its value will be inserted into the report during generation.
106 -
107 -[[image:1757904657842-206.png||_mstalt="295763" height="482" width="716"]]
108 -
109 -* When finished, click the “**Save**” button in the top-right corner to apply your changes.
110 -
111 -[[image:1757904729910-988.png||_mstalt="299598" height="405" width="716"]]
112 -
113 -* And so on, continue to add other components
114 -
115 -[[image:1757904996853-139.png||_mstalt="298844" height="484" width="720"]]
116 -
117 -
118 -[[image:1757905097135-701.png||_mstalt="294450" height="573" width="716"]]
119 -
120 -
121 -----
122 -
123 -== **Generate report** ==
124 -
125 -To verify the result, generate a test report sample by clicking the corresponding button in the top-right corner.
126 -
127 -[[image:1757905171500-699.png||_mstalt="296634" height="572" width="709"]]
128 -
129 -
130 -**Demo:**
131 -
132 -[[image:1757905724919-410.png||_mstalt="295191" height="991" width="711"]]
133 -
134 -
40 +[[image:1757899267136-753.png]]
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