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Server configuration

Manual installation​

⚠️ This section assumes you have not used GenX to add the Reporting component. You should only add components manually if your project is on an older framework version that does not support GenX Add.

To add Reporting to your app manually, follow these steps:

  1. Add the reportingVersion to the file server/gradle.properties:
reportingVersion=x.y.z
  1. Add a reference to your server/settings.gradle.kts file, such as this:
genesis {
    projectType = ProjectType.APPLICATION
    dependencies {
    ...
        dependency("global.genesis:reporting:${extra.properties["reportingVersion"]}")
    ...
    }
}

Enabling Data Server queries for Reporting​

The Reporting Server uses Data Server queries defined in the system as sources of data for report generation. However, not all sources are available by default - in case they contain sensitive information. In order to make a query available as a source of data for a report, you must make an entry in the REPORT_DATASOURCES table.

In most cases, you will have already set up queries in your Data Server to provide the data, but you can add new sources by creating new queries in your application-dataserver.kts.

For example, to make two Data Server queries available to the reporting server

  1. Create a csv file called REPORT_DATASOURCES.csv with the following content:
DATASOURCE_NAME,DATASOURCE_TYPE
ALL_TRADES,DATASERVER
ALL_POSITIONS,DATASERVER
  1. Use SendIt to send the file to the database:
SendIt -t REPORT_DATASOURCES.csv

The Report Server adds the following metadata services:

  • ALL_SAVED_REPORTS (Data Server)
  • SAVED_REPORTS (Request Response)
  • ALL_REPORT_DATASOURCES (Request Response)