You could also follow the video guide link here:-
| Widget Connector | ||
|---|---|---|
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4. Once you click on 'Create New Connection', the following window will appear. HereHere, you have to provide all the setting information as given in the following table and then click on 'Test' button to generate the Message Box where it shows the confirmation of connection. Once Connection is established click on 'OK' button.
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| Sl.No | Field Name | Description |
|---|---|---|
| 1 | Connection Name | Provide the appropriate connection name. |
| 2 | Host Name | This is the name of server to which designer tool connects to. In this case, we are connecting to 'localhost'. |
| 3 | Database Name | Provide the database name to which designer tool needs to connect. In MifosX, we generally connect to the database 'mifostenant-default'. |
| 4 | Connection Type | In the left column, please select the appropriate connection type (in this case, mysql). Once you select 'mysql', the Port Number is automatically selected as 3306. |
| 5 | User Name | Provide the mysql username (in this case it is 'root'). |
| 6 | Password | Provide the mysql password. |
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6. Here, Provide the Sql Query Name and write the appropriate Sql Query and then click on the 'Preview' button to confirm that , the Sql query executed successfully. Then click on the 'OK' button.
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7. Once you create executable Sql Query, you may have to add parameters if required. In order to embed Pentaho, Report to MifosXMifos X, At least you have to create 3 parameters which are passed to MifosXMifos X, namely:
- tenantUrl
- username
- password.
To add parameters , under the 'Data' tab, scroll down to see 'parameters' and then right click on 'parameters' and , then click on 'Add parameter' to see the following window.
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Basically, these three parameters are required to embed Pentaho Report in MifosXMifos X. Similarly, you can define more parameters as per requirement the requirements of the report.
8. Once you add the parameters, you need to check whether the report is working fine well in the pentaho environment. First, You need to add the Report fields into 'Details' section of the pentaho environment. In our example, the fields 'firstname', 'lastname' and 'account_no' of the clients are added. In order to add them, you need to drag each field in 'Details' section of the pentaho environment as shown in the following two screenshots.
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9. Next you need to click on the 'Run' button and choose the appropriate format for the report.
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10. Once you 'Run' the report by choosing the appropriate format, the following window will open where you enter the parameters and generate the report. (In this case, PDF is selected).
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2. Please copy the pentaho report file (with *.prpt extension) which you have created earlier using 'Penntaho Pentaho Report Designer Tool' in "home/.mifosx/pentahoReports" folder.
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4. Ensure 'Report Name' should be the same as the pentaho report file name (that is in In this example, Activated Clients.prpt).
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7. Select the required parameters which are passed to pentaho. (in In this case, startDate, endDate).
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Go to Community-app and then go to 'Reports' tab and then by selecting the report section>>then the required report, you could generate the report.
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