Connect to PostgreSQL data source

The Bold Reports allows you to connect with PostgreSQL data source to visualize and analyze the data in reports.

How to create PostgreSQL data source

To configure the PostgreSQL data source, follow these steps:

1. Click on the Data icon in the configuration panel.
2. In the DATA configuration panel, click on the NEW DATA button.
3. In the connection type panel, choose the PostgreSQL data source type.

Create PostgreSQL data source with basic options

When you create a new data, the NEW DATASOURCE panel will show up with basic options,

1. Specify the data source name without special characters, in Name field.
2. In Server Name field, you need to specify the remote server name like myserver.domain.com.
3. In Port field, you need to specify the Port number. Here, the default port number is 5432.
4. Specify the username of your PostgreSQL server in Username field.
5. Specify the password of your PostgreSQL server in Password field.
6. Enable the Save password option to embed the credentials within the report when saving it in Report Server.
7. Choose or enter an existing valid database. e.g. Northwind.
8. Click on the Connect to connect the Bold Reports with PostgreSQL database.
9. Drag and drop the table from the table schema in the query design view page.
10. Click Finish to save the data source with a relevant name to proceed with designing report.

Connecting to PostgreSQL Datasource through SSH Tunnel

You can now connect to PostgreSQL data sources through a secure SSH tunnel. This enhancement aims to offer a more robust and secure connection method, especially when accessing remote databases over insecure networks.

SSH Server Name: The address of the server running SSH.

SSH Port: The port number used for SSH connections (default is 22, but might be different).

SSH Username: Your authorized username for SSH access.

SSH Password: Your secure password for the SSH username (keep confidential).

SSH Tunneling is not applicable for PostgreSQL datasource in the Bold Reports cloud version.

Create PostgreSQL data source with advanced options

To connect the PostgreSQL database with advanced options, click on the Advanced Options in New Data panel.

Now, the panel is switched to advanced options. In advanced options, you can build your own connection string.

Set the connection string and input the username and password of PostgreSQL server.

Drag and drop the table from the table schema in the query design view page.

Click Finish to save the data source with a relevant name to proceed with designing report.

Click on Basic Options to switch back to the basic connection settings.

Connection string

Connection strings are the text representation of connection properties for a data provider.

If the database is on your local computer. Specify connection string like the below.

Host=localhost;Port=5432;Database=Northwind;User ID=postgres;Password=1234

If database is located in any other server domain, specify connection string like the below.

Host=myserver.domain.com;Port=5432;Database=Northwind;User ID=postgres;Password=1234;

Authentication types for advanced connection

You can use PostgreSQL server credentials, prompted credentials, or no credentials.

PostgreSQL Server - A user name and password must be supplied to access the PostgreSQL Server database, the credentials might be for a database login. The credentials are passed to the data source for authentication.

Enable the Save password option to embed the credentials within the report when saving it in Report Server.

On report download action, the credentials will be not be saved with report data.

Prompt - When you configure a data source connection to use prompted credentials, each user who access the report must enter a user name and password on preview action to retrieve the data.

None - Choose the authentication type as None, when the authentication details or any other arguments required to connect with the data source are provided in connection string.