Wiki source code of Report Guide
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| author | version | line-number | content |
|---|---|---|---|
| 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 | |||
| 31 | **Demo：** | ||
| 32 | |||
| 33 | |||
| 34 | |||
| 35 | |||
| 36 | == **如何开始** == | ||
| 37 | |||
| 38 | * Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab. | ||
| 39 | * Click the “**+ Add report template**” button in the top-right corner. | ||
| 40 | * Choose “**Create new report template**”. | ||
| 41 | * In the popup, fill out the following: | ||
| 42 | ** **Name** – a descriptive name for the report template. | ||
| 43 | ** **Format**: Choose **PDF** or **CSV** report format. | ||
| 44 | ** **Type**: | ||
| 45 | *** **Report** - a complete standalone report template. | ||
| 46 | *** Subreport - a modular component that can be embedded inside another report. | ||
| 47 | ** 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. | ||
| 48 | ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab. | ||
| 49 | ** Click the “**+ Add report template**” button in the top-right corner. | ||
| 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 | |||
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| 60 | [[image:1757899242101-256.png||height="245" width="711"]] | ||
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| 62 | ---- | ||
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| 66 | [[image:1757899267136-753.png||height="435" width="712"]] |