Feed Reckon Accounts Hosted Data into FineReport

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

Set Up a JDBC Data Source of Reckon Accounts Hosted Data

Follow the instruction below to set Reckon Accounts Hosted data as a FineReport database connection.

1. Copy the cdata.jdbc.reckonaccountshosted.jar file from the lib folder in the CData JDBC Driver for Reckon Accounts Hosted installation directory to the lib folder of the FineReport installation directory. You will need to copy the cdata.jdbc.reckonaccountshosted.lic file as well.
2. From the Server tab, select Define Data Connection, click to add a new connection, and click JDBC.
👁 FineReport Server Tab (Salesforce is shown.)

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

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

   The connector makes requests to Reckon Accounts Hosted through OAuth. Specify the following connection properties:

   • SubscriptionKey: Required. You get this value when you created your developer account.
   • CountryVersion: Defaults to 2021.R2.AU.
   • CompanyFile: Required. The path to the company file.
   • User: Required. The username of the company file.
   • Password: Required. The password of the company file.
   • InitiateOAuth: Set this to GETANDREFRESH to let the driver handle access tokens.
   • CallbackURL: The redirectURI of your Custom OAuth App.
   • OAuthClientId: The client id of your Custom OAuth App.
   • OAuthClientSecret: The client secret of your Custom OAuth App.

   CData provides an embedded OAuth application that simplifies OAuth desktop authentication. See the Help documentation for information on other OAuth authentication methods (web, headless, etc.), creating custom OAuth applications, and reasons for doing so.

   Built-in Connection String Designer

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

   java -jar cdata.jdbc.reckonaccountshosted.jar
   

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

   👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

   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:reckonaccountshosted:SubscriptionKey=my_subscription_key;CountryVersion=2021.R2.AU;CompanyFile=Q:/CompanyName.QBW;User=my_user;Password=my_password;CallbackURL=http://localhost:33333;OAuthClientId=my_oauth_client_id;OAuthClientSecret=my_oauth_client_secret;InitiateOAuth=GETANDREFRESH;
    

👁 FineReport data connection definition window (Salesforce is shown.)

4. Click Connection pool attributes and set Test before getting connections to No.
👁 FineReport connection pool (Salesforce is shown.)

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

Select Reckon Accounts Hosted Data in the Report Designer.

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

2. Choose the JDBC connection that you created from the dropdown list.
3. The Reckon Accounts Hosted entities will appear as tables on the left pane.
4. Write a SELECT statement for the Reckon Accounts Hosted data tables and columns that you want to load.
👁 FineReport database query (Salesforce is shown.)

5. Click preview and data is shown as table.
👁 FineReport database query preview (Salesforce is shown.)

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