Scheduling Reports
The Scheduler automates report generation and delivery based on a pre-defined template. A single template can be scheduled multiple times — for different customers, time zones, or recipient groups — without duplication.
Prerequisites: At least one report template must exist before creating a scheduler event.
Create a Scheduled Report
Section titled “Create a Scheduled Report”- Navigate to Monitor ⇾ Reports ⇾ Scheduling.
- Click + Scheduled report.
- Configure the event (see fields below).
- Click Add.
Scheduler Event Fields
Section titled “Scheduler Event Fields”| Field | Description |
|---|---|
| Name | Unique name for this scheduler event |
| Event type | Always Generate Report |
| Report template | The template to use for generation |
| User | The user account whose data access permissions are applied when the report runs. The report includes only the data accessible to this user. |
| Time zone | Time zone used for interpreting the schedule and for relative time windows in the report |
| Recipients | One or more user groups or individual users. Configure delivery channels (Web, Email, Mobile app, Slack, SMS, Microsoft Teams) per recipient. |
| Notification template | The notification template used to wrap the report delivery message |
| Public access | When enabled, anyone with the report link can download the generated report without signing in. Use it to share tenant-owned reports with customer recipients, who can’t open them on the Reports tab. |
| Start time | When the first report generation should occur |
| Repeat | Daily, Weekly, or Monthly |
View Generated Reports
Section titled “View Generated Reports”All reports produced by the scheduler are stored and accessible on the Monitor ⇾ Reports ⇾ Reports tab.
- Navigate to Monitor ⇾ Reports ⇾ Reports.
Available actions per report:
- Download the generated PDF or CSV file
- Manage public access to the report (see Share a Report via a Public Link)
- Remove the report from storage
You can also filter reports by report template or by the user whose credentials were used to generate the report.
Share a Report via a Public Link
Section titled “Share a Report via a Public Link”Enable public access to let anyone with the link download the report without signing in to ThingsBoard. Public access is set separately for each report. To make every report from a schedule public automatically, enable Public access in the scheduler event.
- On the Reports tab, click the Manage public access icon in the report row.
- Turn on Public access. The dialog shows the public download link for the report.
- Click the Copy link icon to copy the link, then click OK.
The icon of a public report changes to a globe. To revoke access, open Manage public access again and turn off Public access.
Was this helpful?