Wiki source code of Report Guide

Version 7.1 by Hera Guo on 2025/09/15 09:58
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2 Table of contants:
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4 {{toc/}}
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Hera Guo 2.1 7 = **Overview** =
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Hera Guo 4.1 9 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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Hera Guo 4.1 11 Reporting in ThingsBoard is built on two key components:
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Hera Guo 4.1 13 * **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.
14 * **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).
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Hera Guo 4.1 16 **Key features:**
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Hera Guo 4.1 18 * **Automated scheduling** – preconfigured scheduler events can send reports on a set schedule without any user action.
19 * **Reusable templates** – a single template can be used for different recipients by applying filters and parameters.
20 * **Event-based delivery** – send reports when specific events occur (e.g., an active alarm on a device).
21 * **Rich content support** – include text blocks, tables, charts, images, and more.
22 * **Notification integration** – attach a generated report to system notifications (Email, Slack).
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Hera Guo 4.1 24 **Where it's useful:**
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Hera Guo 4.1 26 * Regular monitoring of your device's metrics.
27 * Sharing summary data with partners or management.
28 * Archiving data in an easy-to-read format.
29 * Automating communication during incidents.
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31 **报告形式：**
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Hera Guo 4.1 33 * **PDF** – visually styled reports that may include charts, tables, images, and company branding.
34 * **CSV** – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
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Hera Guo 4.1 36 **Demo：**
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Hera Guo 5.1 38 [[image:1757901233737-956.png||height="405" width="720"]]
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Hera Guo 5.1 41 [[image:1757901251979-243.png||height="1021" width="722"]]
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Hera Guo 6.1 44 ----
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Hera Guo 7.1 46 = **How to start** =
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Hera Guo 7.1 48 * (((
49 Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
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Hera Guo 4.1 51 * Click the “**+ Add report template**” button in the top-right corner.
52 * Choose “**Create new report template**”.
53 * In the popup, fill out the following:
54 ** **Name** – a descriptive name for the report template.
55 ** **Format**: Choose **PDF** or **CSV** report format.
56 ** **Type**:
57 *** **Report** - a complete standalone report template.
58 *** Subreport - a modular component that can be embedded inside another report.
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.
60 ** Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
61 ** Click the “**+ Add report template**” button in the top-right corner.
62 ** Choose “**Create new report template**”.
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Hera Guo 2.1 64 [[image:1757899242101-256.png||height="245" width="711"]]
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Hera Guo 5.1 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.
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74 [[image:1757899267136-753.png||height="435" width="712"]]
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Hera Guo 6.1 79 == **Report Builder** ==
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Hera Guo 5.1 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.
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Hera Guo 5.1 83 Here's what the Report Builder looks like:
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85 [[image:1757900905980-599.png||height="660" width="715"]]