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 14.1
edited by Hera Guo
on 2025/09/15 15:56
Change comment: There is no comment for this version

Summary

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3 3  
4 4  {{toc/}}
5 5  
6 -(% class="wikigeneratedid" id="H" %)
7 -
8 8  
9 -= **Overview** =
7 += **1. Overview** =
10 10  
11 -In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
9 +In ThingsEye, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
12 12  
13 -Reporting in ThingsBoard is built on two key components:
11 +Reporting in ThingsEyeis built on two key components:
14 14  
15 15  * **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.
16 16  * **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).
... ... @@ -30,7 +30,7 @@
30 30  * Archiving data in an easy-to-read format.
31 31  * Automating communication during incidents.
32 32  
33 -**报告形式：**
31 +**Report format：**
34 34  
35 35  * **PDF** – visually styled reports that may include charts, tables, images, and company branding.
36 36  * **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
... ... @@ -37,23 +37,27 @@
37 37  
38 38  **Demo：**
39 39  
40 -[[image:1757901233737-956.png||height="405" width="720"]]
38 +[[image:1757901233737-956.png||_mstalt="297427" height="405" width="720"]]
41 41  
42 42  
43 -[[image:1757901251979-243.png||height="1021" width="722"]]
41 +[[image:1757901251979-243.png||_mstalt="296179" height="1021" width="722"]]
44 44  
45 45  
46 46  ----
47 47  
48 -== **How to start** ==
46 += **2. 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 +== **2.1 Creat report** ==
49 +
50 +* (((
51 +Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
52 +)))
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:
54 54  ** **Name** – a descriptive name for the report template.
55 55  ** **Format**: Choose **PDF** or **CSV** report format.
56 -** **Type**:
58 +** (% _mstmutation="1" %)**Type**(%%):
57 57  *** **Report** - a complete standalone report template.
58 58  *** Subreport - a modular component that can be embedded inside another report.
59 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.
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61 61  ** Click the “**+ Add report template**” button in the top-right corner.
62 62  ** Choose “**Create new report template**”.
63 63  
64 -[[image:1757899242101-256.png||height="245" width="711"]]
66 +[[image:1757899242101-256.png||_mstalt="294606" height="245" width="711"]]
65 65  
66 66  * In the popup, fill out the following:
67 67  ** **Name** – a descriptive name for the report template.
68 68  ** **Format**: Choose **PDF** or **CSV** report format.
69 -** **Type**:
71 +** (% _mstmutation="1" %)**Type**(%%):
70 70  *** **Report** - a complete standalone report template.
71 71  *** Subreport - a modular component that can be embedded inside another report.
72 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 73  
74 -[[image:1757899267136-753.png||height="435" width="712"]]
76 +[[image:1757899267136-753.png||_mstalt="298441" height="435" width="712"]]
75 75  
76 76  
77 77  ----
78 78  
79 -== **Report Builder** ==
81 +== **2.2 Report Builder** ==
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  
85 +Each component has two main configuration sections:
86 +
87 +* **Data configuration** — defines which data the component will display and how it will be filtered. Supports entity aliases and filters for dynamic data binding.
88 +* **Layout configuration** — controls the visual style and formatting in the final document.
89 +
83 83  Here's what the Report Builder looks like:
84 84  
85 -[[image:1757900905980-599.png||height="660" width="715"]]
92 +[[image:1757900905980-599.png||_mstalt="299195" height="660" width="715"]]
86 86  
94 +----
95 +
96 +* 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).
97 +
98 +[[image:1757904337253-670.png||_mstalt="295282" height="492" width="722"]]
99 +
100 +
101 +[[image:1757904522206-991.png||_mstalt="295672" height="342" width="724"]]
102 +
103 +* 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.
104 +
105 +[[image:1757904586368-737.png||_mstalt="299325" height="376" width="718"]]
106 +
107 +* **Select variables** (for example, ${humidity}), and its value will be inserted into the report during generation.
108 +
109 +[[image:1757904657842-206.png||_mstalt="295763" height="482" width="716"]]
110 +
111 +* When finished, click the “**Save**” button in the top-right corner to apply your changes.
112 +
113 +[[image:1757904729910-988.png||_mstalt="299598" height="405" width="716"]]
114 +
115 +* And so on, continue to add other components
116 +
117 +[[image:1757904996853-139.png||_mstalt="298844" height="484" width="720"]]
118 +
119 +
120 +[[image:1757905097135-701.png||_mstalt="294450" height="573" width="716"]]
121 +
122 +
123 +----
124 +
125 +== **2.3 Generate report** ==
126 +
127 +To verify the result, generate a test report sample by clicking the corresponding button in the top-right corner.
128 +
129 +[[image:1757905171500-699.png||_mstalt="296634" height="572" width="709"]]
130 +
131 +
132 +**Demo:**
133 +
134 +[[image:1757905724919-410.png||_mstalt="295191" height="991" width="711"]]
135 +
136 +
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