Feed Insightly Data into FineReport

The CData JDBC Driver for Insightly fully implements the JDBC standard and can provide Insightly data connectivity to a wide variety of BI, reporting, and ETL tools and custom applications. In this article, we explain how to set Insightly data as JDBC data source in FineReport and view Insightly data as a table in the Report Designer.

Set Up a JDBC Data Source of Insightly Data

Follow the instruction below to set Insightly data as a FineReport database connection.

1. Copy the cdata.jdbc.api.jar file from the lib folder in the CData JDBC Driver for Insightly installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.api.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.

Next we will set up the data connection definition in the window.

1. Database: Others
2. JDBC Driver: cdata.jdbc.api.APIDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   Start by setting the Profile connection property to the location of the Insightly Profile on disk (e.g. C:\profiles\Insightly.apip). Next, set the ProfileSettings connection property to the connection string for Insightly (see below).

   Insightly API Profile Settings

   Navigate to your Insightly profile and select User Settings > API to find your API key. The Pod value (e.g.,

   na1

   ) is derived from the subdomain of your API URL.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Insightly JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   java -jar cdata.jdbc.api.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical JDBC URL is below:

       jdbc:api:Profile=C:\profiles\Insightly.apip;ProfileSettings='APIKey=your_api_key;Pod=na1';
     


4. Click Connection pool attributes and set Test before getting connections to No.

Click Test connection to ensure you have configured the connection properly. With the connection to Insightly set up, you can use it as FineReport data source.

Select Insightly Data in the Report Designer.

1. Click to add a new template data set and select DB query to open the database query window.

2. Choose the JDBC connection that you created from the dropdown list.
3. The Insightly entities will appear as tables on the left pane.
4. Write a SELECT statement for the Insightly data tables and columns that you want to load.

5. Click preview and data is shown as table.

With these simple steps, Insightly can be used as a JDBC data source in FineReport.