Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 5.1
edited by Hera Guo
on 2025/09/15 09:54
Change comment: There is no comment for this version
To version 1.1
edited by Hera Guo
on 2025/09/15 09:11
Change comment: There is no comment for this version

Summary

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1 -= **Overview** =
2 -
3 -In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
4 -
5 -Reporting in ThingsBoard is built on two key components:
6 -
7 -* **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.
8 -* **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 -
10 -**Key features:**
11 -
12 -* **Automated scheduling** – preconfigured scheduler events can send reports on a set schedule without any user action.
13 -* **Reusable templates** – a single template can be used for different recipients by applying filters and parameters.
14 -* **Event-based delivery** – send reports when specific events occur (e.g., an active alarm on a device).
15 -* **Rich content support** – include text blocks, tables, charts, images, and more.
16 -* **Notification integration** – attach a generated report to system notifications (Email, Slack).
17 -
18 -**Where it's useful:**
19 -
20 -* Regular monitoring of your device's metrics.
21 -* Sharing summary data with partners or management.
22 -* Archiving data in an easy-to-read format.
23 -* Automating communication during incidents.
24 -
25 -**报告形式：**
26 -
27 -* **PDF** – visually styled reports that may include charts, tables, images, and company branding.
28 -* **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
29 -
30 -**Demo：**
31 -
32 -[[image:1757901233737-956.png||height="405" width="720"]]
33 -
34 -[[image:1757901251979-243.png||height="1021" width="722"]]
35 -
36 -
37 -== **如何开始** ==
38 -
39 -* Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
40 -* Click the “**+ Add report template**” button in the top-right corner.
41 -* Choose “**Create new report template**”.
42 -* In the popup, fill out the following:
43 -** **Name** – a descriptive name for the report template.
44 -** **Format**: Choose **PDF** or **CSV** report format.
45 -** **Type**:
46 -*** **Report** - a complete standalone report template.
47 -*** Subreport - a modular component that can be embedded inside another report.
48 -** 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.
49 -** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 -** Click the “**+ Add report template**” button in the top-right corner.
51 -** Choose “**Create new report template**”.
52 -
53 -[[image:1757899242101-256.png||height="245" width="711"]]
54 -
55 -* In the popup, fill out the following:
56 -** **Name** – a descriptive name for the report template.
57 -** **Format**: Choose **PDF** or **CSV** report format.
58 -** **Type**:
59 -*** **Report** - a complete standalone report template.
60 -*** Subreport - a modular component that can be embedded inside another report.
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.
62 -
63 -[[image:1757899267136-753.png||height="435" width="712"]]
64 -
65 -
66 -----
67 -
68 -== **Report builder** ==
69 -
70 -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.
71 -
72 -Here's what the Report Builder looks like:
73 -
74 -[[image:1757900905980-599.png||height="660" width="715"]]
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