Beta: Reporting SQL Database

Beta: Reporting SQL Database

Info
This feature is currently in beta

Reporting SQL Database to Connect to Reporting Solutions

If you ever wanted to connect your data in Propel to BrightGauge or Power BI, this feature is for you!

How does it work?

  1. We will provide you with a Read-Only MSSQL Server Connection String.
  2. Propel Your MSP will sync your data with that distinct database about twice a day.
  3. You will be able to make any (SELECT) SQL query you wish to play with your data.

Why are we doing this?

MSPs looooooovvvve integrated dashboards and many have asked to pull data out of Propel in a more "automated" way than an Excel or Word report. With this feature, you will be able to pull just about anything from your data.

What's the catch?

  1. The feature is still in beta, so the database schema may change / break / etc. without much warning ;)
  2. You must agree to provide feedback and show us the type of dashboards that you create.
  3. The data is a "rawer" than what the Propel Your MSP application shows you, so you may have a recalculate a few things on your end.
  4. Once the feature makes it to production, the provided DB credentials will change.

How do I opt-in?

Just open a ticket with Support or send us an email with the following information and we'll set you up:
  1. Who you are ;)
  2. List of IP Address(es) that will connect the SQL Database

Table Names

Here are the table in the reporting DB. Hopefully, everything should be pretty much self explanatory.
  1. agreements
  2. asset_budget_actions
  3. assets
  4. client_status_matrix
  5. companies
  6. company_audit_question_comments
  7. company_audit_questions
  8. company_audit_sections
  9. company_audits
  10. forecast_entries
  11. projects
  12. stack_{stack name}: 1 table is created per stack.
  13. sync_info
  14. vcio_process_items

How to Connect?

Once active, the MSSQL Connection String is available from the Propel app. See the image below. Depending on your connection method, you may need to split the Connection String into its parts and input those in your application's fields.


Troubleshooting

I cannot connect

Make sure you communicated the list of IPs you are trying to connect from so we can open the Firewall. Then, make sure you are user the proper username and password available in Propel Your MSP / Settings / Reporting DB.

I can connect, but I don't see the database

If connecting with SQL Management Studio, the left "navigation panel" will only show the master and tempdb databases. This is because, for obvious reasons, your user does not have VIEW permission. You need to make sure you connect directly to your assigned database. Alternatively, you can issue a "USE DATABASE <your db name>;" SQL statement to change to your DB.

You can also see all available tables by doing "SELECT name FROM sys.tables;"