> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding a Data Source

> Configure a database connection so Reporter can fetch the data needed to generate regulatory reports from your templates.

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:

<Steps>
  <Step>
    Go to the **Data Sources** page and click the **Add Data Source** button.
  </Step>

  <Step>
    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.
  </Step>

  <Step>
    **(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.
  </Step>

  <Step>
    **(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.
  </Step>

  <Step>
    **(Optional)** Expand the **Metadata** section to add custom key-value fields to help organize and categorize your connections.
  </Step>

  <Step>
    Click **Create** to save the Data Source.
  </Step>
</Steps>

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.

<Tip>
  After creating the Data Source, we recommend testing the connection immediately to validate that credentials and network settings are correct.
</Tip>