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To generate reports, you need to configure at least one Data Source — a connection to the database from which the Reporter will fetch data. To add a Data Source:
1
Go to the Data Sources page and click the Add Data Source button.
2
The Add Data Source dialog will open. Fill in the required fields:
  • Connection Name — a descriptive name to identify the connection (e.g., production-db).
  • Database Type — select the database engine: PostgreSQL, MySQL, MongoDB, Oracle, or SQL Server.
  • Host — the database server address (e.g., db.example.com).
  • Port — the connection port. Automatically filled with the default port for the selected database type.
  • Database Name — the name of the database to access.
  • Username — the user for authentication.
  • Password — the password for authentication.
3
(Optional) Configure schemas for databases that support this feature (PostgreSQL, Oracle, SQL Server):
  • Type the schema name and click Add, or press Enter.
  • You can also select from suggested schemas: public, pix, transaction, onboarding, fees.
  • If no schema is specified, the default schema (public) will be used.
4
(Optional) Expand the SSL Configuration section to enable a secure connection:
  • Toggle Enable SSL on.
  • Select the SSL Mode: Disable, Require, Verify CA, or Verify Full.
  • Paste the CA Certificate if required.
5
(Optional) Expand the Metadata section to add custom key-value fields to help organize and categorize your connections.
6
Click Create to save the Data Source.
After creation, the new Data Source will appear in the list with a Disconnected status. Use the Test Connection button to verify the connection is working correctly.
After creating the Data Source, we recommend testing the connection immediately to validate that credentials and network settings are correct.