The component allows you to easily define new tables without the need for custom SQL.

Defining Custom Tables

While the component supports the explicit creation of custom tables via stored procedures executed in custom SQL queries (such as CreateReportSchema), the component also supports a more graphical, streamlined approach.

This is done using the component's Define New Table functionality. You can define a custom table as follows:

1. Navigate to any CData Reckon Accounts Hosted Source or Lookup component, then double-click it to open the configuration menu.
2. On the Connection Manager tab, set the 'Data access mode' to Table Or View.
3. In the 'Table Or View' dropdown, select <Define New Table>. A 'Define New Table' window will appear. You may need to scroll up slightly from the top to see this option.
4. Use the Table Schema Type dropdown to select the table type you want to generate.
5. Configure the parameters to customize your table, then click the Create button to generate the table. You can then find your new table in the 'Table or View' dropdown.

Defining Custom Views

The Define New View feature provides an alternative method for creating User Defined Views.

1. Navigate to any CData Reckon Accounts Hosted Source or Lookup component, then double-click it to open the configuration menu.
2. On the Connection Manager tab, set the 'Data access mode' to Table Or View.
3. In the 'Table Or View' dropdown, select <Define New View>. A 'Define New View' window will appear. You may need to scroll up slightly from the top to see this option.
4. Provide a name for your user-defined view in the Name field.
5. In the SQL Text field, enter a SQL query. This query defines the contents of the view.
6. Create the view by clicking OK. You can then find your new table in the 'Table or View' dropdown.