Wiki source code of Create report

Last modified by Hera Guo on 2025/09/16 14:41

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	2	Table of contants:
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	4	{{toc/}}
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14.1	7	In ThingsEye, Reporting is a powerful and flexible tool for collecting, structuring, and automatically distributing data in the form of reports.
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14.1	9	Reporting in ThingsEyeis built on two key components:
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4.1	11	* 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.
	12	* 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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4.1	14	Key features:
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4.1	16	* Automated scheduling – preconfigured scheduler events can send reports on a set schedule without any user action.
	17	* Reusable templates – a single template can be used for different recipients by applying filters and parameters.
	18	* Event-based delivery – send reports when specific events occur (e.g., an active alarm on a device).
	19	* Rich content support – include text blocks, tables, charts, images, and more.
	20	* Notification integration – attach a generated report to system notifications (Email, Slack).
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4.1	22	Where it's useful:
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4.1	24	* Regular monitoring of your device's metrics.
	25	* Sharing summary data with partners or management.
	26	* Archiving data in an easy-to-read format.
	27	* Automating communication during incidents.
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13.1	29	Report format：
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4.1	31	* PDF – visually styled reports that may include charts, tables, images, and company branding.
	32	* CSV – data-oriented tabular reports that are easy to analyze in Excel or BI tools.
2.1	33
4.1	34	Demo：
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13.1	36	[[image:1757901233737-956.png\|\|_mstalt="297427" height="405" width="720"]]
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13.1	39	[[image:1757901251979-243.png\|\|_mstalt="296179" height="1021" width="722"]]
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6.1	42	----
4.1	43
15.1	44	= How to generate a simple report =
6.1	45
15.1	46	== Creat report ==
11.1	47
7.1	48	* (((
	49	Open the “Reporting” page from the left-hand sidebar. You'll automatically be taken to the “Templates” tab.
	50	)))
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.
13.1	56	(% _mstmutation="1" %)Type**(%%):
4.1	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
13.1	64	[[image:1757899242101-256.png\|\|_mstalt="294606" height="245" width="711"]]
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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.
13.1	69	(% _mstmutation="1" %)Type**(%%):
5.1	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
13.1	74	[[image:1757899267136-753.png\|\|_mstalt="298441" height="435" width="712"]]
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	76
2.1	77	----
	78
15.1	79	== Report Builder ==
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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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9.1	83	Each component has two main configuration sections:
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9.1	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.
8.1	87
5.1	88	Here's what the Report Builder looks like:
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13.1	90	[[image:1757900905980-599.png\|\|_mstalt="299195" height="660" width="715"]]
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9.1	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).
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13.1	96	[[image:1757904337253-670.png\|\|_mstalt="295282" height="492" width="722"]]
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13.1	99	[[image:1757904522206-991.png\|\|_mstalt="295672" height="342" width="724"]]
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	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
13.1	103	[[image:1757904586368-737.png\|\|_mstalt="299325" height="376" width="718"]]
9.1	104
10.1	105	* Select variables (for example, ${humidity}), and its value will be inserted into the report during generation.
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13.1	107	[[image:1757904657842-206.png\|\|_mstalt="295763" height="482" width="716"]]
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10.1	109	* When finished, click the “Save” button in the top-right corner to apply your changes.
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13.1	111	[[image:1757904729910-988.png\|\|_mstalt="299598" height="405" width="716"]]
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11.1	113	* And so on, continue to add other components
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13.1	115	[[image:1757904996853-139.png\|\|_mstalt="298844" height="484" width="720"]]
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13.1	118	[[image:1757905097135-701.png\|\|_mstalt="294450" height="573" width="716"]]
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10.1	121	----
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15.1	123	== Generate report ==
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10.1	125	To verify the result, generate a test report sample by clicking the corresponding button in the top-right corner.
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13.1	127	[[image:1757905171500-699.png\|\|_mstalt="296634" height="572" width="709"]]
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	129
	130	Demo:
	131
13.1	132	[[image:1757905724919-410.png\|\|_mstalt="295191" height="991" width="711"]]
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19.1	134
	135	----
	136
	137	== Download Report ==
	138
	139	The “Reports” tab stores all your generated reports. Here you can:
	140
	141	* Download reports.
	142	* Filter reports by report template or by the user whose credentials were used to generate the report.
	143	* Delete unnecessary reports.
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	145	[[image:1758004818035-415.png\|\|height="206" width="719"]]