Changes for page Create report

Last modified by Hera Guo on 2025/09/16 14:41
From version 6.1
edited by Hera Guo
on 2025/09/15 09:56
Change comment: There is no comment for this version
To version 10.1
edited by Hera Guo
on 2025/09/15 10:53
Change comment: There is no comment for this version

Summary

Details

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3 3  
4 4  {{toc/}}
5 5  
6 -(% class="wikigeneratedid" id="H" %)
7 -
8 8  
9 9  = **Overview** =
10 10  
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45 45  
46 46  ----
47 47  
48 -== **How to start** ==
46 += **How to generate a simple report** =
49 49  
50 -* Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
48 +* (((
49 +Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 +)))
51 51  * Click the “**+ Add report template**” button in the top-right corner.
52 52  * Choose “**Create new report template**”.
53 53  * In the popup, fill out the following:
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80 80  
81 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 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 +
83 83  Here's what the Report Builder looks like:
84 84  
85 85  [[image:1757900905980-599.png||height="660" width="715"]]
86 86  
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 variables** (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 +* When finished, click the “**Save**” button in the top-right corner to apply your changes.
110 +
111 +[[image:1757904729910-988.png||height="405" width="716"]]
112 +
113 +----
114 +
115 +To verify the result, generate a test report sample by clicking the corresponding button in the top-right corner.
116 +
117 +[[image:1757904794248-120.png||height="481" width="716"]]
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