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Version: 18

Reports

Reports can be configured to generate CSV files based on SQL queries executed against either the relational database or the data warehouse.

Configure a report on FSP-level​

See FINANCIAL_SP_REPORTING module.

Reports are executed and saved on FSP-level, so the data contained in the report should always be scoped to the same level. The following parameters can be used in the SQL queries:

  • :idFinancialSp (required)
  • :fromDate (optional, cannot be used in combination with a scheduled report provider)
  • :tillDate (optional, cannot be used in combination with a scheduled report provider)

Report Engine: RELATIONAL​

When using engine RELATIONAL, reports are executed against the relational database of the Harmoney application.

These reports are developed and maintained by the Harmoney product/custom team. They are automatically imported on application startup. It's not possible to create, edit or delete these reports via the admin UI.

The reports are shared and can therefore be used by all organizations in the environment. However, these reports are developed for a specific organization, so they should not be reused to avoid regression. The goal is to replace these reports with DATA_WAREHOUSE reports over time, so they can be properly scoped to an organization (see below).

Report Engine: DATA_WAREHOUSE​

Use engine DATA_WAREHOUSE to execute SQL queries against the Data Warehouse (StarRocks). To use this engine, the DWH connection must be configured in the vault and environment variables (see Data Warehouse for more details).

Instructions on how to consume the gold layer in the data warehouse can be found here.