Feed Sage Cloud Accounting Data into FineReport

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

Set Up a JDBC Data Source of Sage Cloud Accounting Data

Follow the instruction below to set Sage Cloud Accounting data as a FineReport database connection.

1. Copy the cdata.jdbc.sagebcaccounting.jar file from the lib folder in the CData JDBC Driver for Sage Cloud Accounting installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.sagebcaccounting.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.sagebcaccounting.SageBCAccountingDriver
3. URL: A standard JDBC connection string using semicolon-separated connection properties.

   You can connect to Sage Business Cloud Accounting using the embedded OAuth connectivity. When you connect, the OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.sagebcaccounting.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:sagebcaccounting:
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 Sage Cloud Accounting set up, you can use it as FineReport data source.

Select Sage Cloud Accounting 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 Sage Cloud Accounting entities will appear as tables on the left pane.
4. Write a SELECT statement for the Sage Cloud Accounting data tables and columns that you want to load.
5. Click preview and data is shown as table.

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