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Working with Data Sources

As mentioned in the Getting Started section, ReportPlus provides you with the opportunity to connect to different enterprise data sources to retrieve information. While there are no changes to be made on the server side, you will need to configure the Data Sources within ReportPlus to access the data.

Configuring-Data-Sources-Android

You can choose from any of the following options:

  • Content Managers (SharePoint Server, Dropbox, Google Drive, Box, OneDrive).

  • Datastores (Microsoft Analysis Services, Microsoft SQL Server, MySQL, Oracle)

  • CRM or Customer Relationship Managers (Salesforce, Dynamics CRM Online)

  • Social (Facebook, Twitter)

Entering your Credentials

If you open an existing dashboard and have not yet added the Data Source credentials, you will see a message similar to the following one:

AddingDataSourceAccount_android

When you tap any of the data sources, you will see a new dialog pop up prompting you to enter details for your data source.

AddDataSourceWizard_android

You will see a second dialog prompting you to Select an Account. You can either select an account which already exists, or create a new one by tapping the Create New Account button in the bottom right corner.

CreateNewAccountDialog_android
  • Alias: a custom name for the account, which will then appear in the Select Account menu.

  • (Optional) Domain: if applicable, the organization to which the account belongs.

  • Username: the account used to authenticate the user to the data source.

  • Password: the password or the account.

  • (Optional) Client Certificate: client-side certtificate used to authenticate the user to the server.

  • Use as Default: whether or not the account will be used as the default one for all data sources.

You will then be able to see your dashboard displayed in ReportPlus Android.

FinalDashboard_Android