Add a Data Source

A custom data source or a Trimble Unity SQL data source can be added to connect to database information.

TIP: The data source is automatically added if you add the DefaultDataSet first. See Add a Data Set for more information.
  1. Open the Report Designer.
  2. Click the Data tab and click Add.

  1. Enter the Name of the data source.

The Provider is set to Shared Reference.

  1. Select the Reference:
  • Trimble Unity Resources: Select to add a custom data source that allows access to attachments or GIS thumbnails that can be added to reports. Once the data source is added, queries need to be created in a data set to pull in the wanted attachments or GIS media. To see the full process of configuring attachments for a report, see Configure Attachments for ActiveReports for more information.
  • Trimble Unity SQL: Select to connect to the SQL database of your site.
  • Trimble Unity GIS: Select to allow access to GIS fields that can be added to reports. Once the data source is added, queries need to be created in a data set to pull in the wanted GIS data.

IMPORTANT: A parameter must be configured where you are entering the ID of a specific work activity when viewing the report to pull in GIS data from the work activity. See Create a Parameter for more information. Additionally, the work activity must have the same layer either added as an asset for a work order, or an address for a case to establish the connection. GIS data cannot be pulled from service requests or inspections.

  1. Click Test Connection to validate the data source.

  1. Click Add.

After the data source is connected, a data set needs to be added as well. See Add a Data Set for more information.