Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 4.1
edited by Hera Guo
on 2025/09/15 09:48
Change comment: There is no comment for this version
To version 9.1
edited by Hera Guo
on 2025/09/15 10:51
Change comment: There is no comment for this version

Summary

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2 +Table of contants:
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4 +{{toc/}}
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6 +
1 1  = **Overview** =
2 2  
3 3  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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27 27  * **PDF** – visually styled reports that may include charts, tables, images, and company branding.
28 28  * **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
29 29  
30 -
31 31  **Demo：**
32 32  
38 +[[image:1757901233737-956.png||height="405" width="720"]]
33 33  
34 34  
41 +[[image:1757901251979-243.png||height="1021" width="722"]]
35 35  
36 -== **如何开始** ==
37 37  
38 -* Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
44 +----
45 +
46 += **How to generate a simple report** =
47 +
48 +* (((
49 +Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 +)))
39 39  * Click the “**+ Add report template**” button in the top-right corner.
40 40  * Choose “**Create new report template**”.
41 41  * In the popup, fill out the following:
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48 48  ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
49 49  ** Click the “**+ Add report template**” button in the top-right corner.
50 50  ** 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.
58 58  
59 -
60 60  [[image:1757899242101-256.png||height="245" width="711"]]
61 61  
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 +
74 +[[image:1757899267136-753.png||height="435" width="712"]]
75 +
76 +
62 62  ----
63 63  
79 +== **Report Builder** ==
64 64  
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.
65 65  
66 -[[image:1757899267136-753.png||height="435" width="712"]]
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||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||height="492" width="722"]]
97 +
98 +
99 +[[image:1757904522206-991.png||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||height="376" width="718"]]
104 +
105 +* **Select a variable** (for example, ${humidity}), and its value will be inserted into the report during generation.
106 +
107 +[[image:1757904657842-206.png||height="482" width="716"]]
108 +
109 +* Continue entering text and adding variables as needed.
110 +
111 +
112 +* When finished, click the “**Save**” button in the top-right corner to apply your changes.
113 +
114 +
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