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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6
7 = **Overview** =
8
9 In ThingsBoard, **Reporting** is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
10
11 Reporting in ThingsBoard is built on two key components:
12
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).
15
16 **Key features:**
17
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).
23
24 **Where it's useful:**
25
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.
30
31 **报告形式：**
32
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.
35
36 **Demo：**
37
38 [[image:1757901233737-956.png||height="405" width="720"]]
39
40
41 [[image:1757901251979-243.png||height="1021" width="722"]]
42
43
44 ----
45
46 = **How to start** =
47
48 * (((
49 Open the “**Reporting**” page from the left-hand sidebar. You'll automatically be taken to the “**Templates**” tab.
50 )))
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**”.
63
64 [[image:1757899242101-256.png||height="245" width="711"]]
65
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.
73
74 [[image:1757899267136-753.png||height="435" width="712"]]
75
76
77 ----
78
79 == **Report Builder** ==
80
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
83 Here's what the Report Builder looks like:
84
85 [[image:1757900905980-599.png||height="660" width="715"]]