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Configuring your DataSource

Last Updated: Oct 02, 2020

Now that you have a view it's time to configure your data source. A data source provides access to the data contained in the view. We are not concerned with presentation at this point, however, we can define column behaviours and output formats.

Configuring a Data Source

When configuring a data source you define two fields:

Field

Description

Name

The name of the data source that you will reference when creating reports and invoices

View Name

The database view that the data source will use

Columns

You will notice that each column in the view is now available via the data source. You will see the name, datatype, visibility status, and whether or not the column can be used to group the data. Each column has the following properties:

Column

Description

Name

The column name for reporting purposes

Is Groupable

Indicates if the data can be grouped using the column

Visible

Indicates if the column will be visible to the report/invoice. Please note: you can select which columns to present at the report/invoice level.

Type

A static property indicating the datatype of the column

Alignment

Indicates how the row data for the column should be aligned. Possible values are: left, center, and right. By default number data types are right-aligned while others are left-aligned.

Date/Time Format

If the datatype is Date/Time, you can specify the format here

Sample

A sample of the output format for a Date/Time