Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 3.1
edited by Hera Guo
on 2025/09/15 09:21
Change comment: There is no comment for this version
To version 7.1
edited by Hera Guo
on 2025/09/15 09:58
Change comment: There is no comment for this version

Summary

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1 1  = **Overview** =
2 2  
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。
9 +In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
4 4  
5 -ThingsEye中的报告基于两个关键组件：
11 +Reporting in ThingsBoard is built on two key components:
6 6  
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。
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 +* **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).
9 9  
10 -**主要特点：**
16 +**Key features:**
11 11  
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）。
18 +* **Automated scheduling** – preconfigured scheduler events can send reports on a set schedule without any user action.
19 +* **Reusable templates** – a single template can be used for different recipients by applying filters and parameters.
20 +* **Event-based delivery** – send reports when specific events occur (e.g., an active alarm on a device).
21 +* **Rich content support** – include text blocks, tables, charts, images, and more.
22 +* **Notification integration** – attach a generated report to system notifications (Email, Slack).
17 17  
18 -**益处：**
24 +**Where it's useful:**
19 19  
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。
26 +* Regular monitoring of your device's metrics.
27 +* Sharing summary data with partners or management.
28 +* Archiving data in an easy-to-read format.
29 +* Automating communication during incidents.
24 24  
25 25  **报告形式：**
26 26  
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。
33 +* **PDF** – visually styled reports that may include charts, tables, images, and company branding.
34 +* **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
29 29  
30 -== 如何使用 ==
36 +**Demo：**
31 31  
38 +[[image:1757901233737-956.png||height="405" width="720"]]
32 32  
33 -[[image:1757899242101-256.png||height="245" width="711"]]
34 34  
41 +[[image:1757901251979-243.png||height="1021" width="722"]]
42 +
43 +
35 35  ----
36 36  
46 += **How to start** =
37 37  
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 +** **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**”.
38 38  
64 +[[image:1757899242101-256.png||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 +** **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 +
39 39  [[image:1757899267136-753.png||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 +Here's what the Report Builder looks like:
84 +
85 +[[image:1757900905980-599.png||height="660" width="715"]]
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