Build the solution · 5 / 5

Finish the production handover pack

Deliver CSV, workbook and a printable summary from one report.

YOUR TASK

Make this happen

3 steps

Add a PDF output using handover.pdf.xml. Include a showNote condition and job rows bound to datasets.jobs with job.name and job.status text. Keep CSV and workbook outputs.
Keep the working capabilities from the previous lesson and connect the new pieces to the same solution.
Check the complete solution, then inspect any unmet requirements.

THE IDEA BEHIND IT

What this step adds

Add a PDF output using handover.pdf.xml. Include a showNote condition and job rows bound to datasets.jobs with job.name and job.status text. Keep CSV and workbook outputs.

Files to work in

main.cococo, outputs.cococo, handover.pdf.xml. Other files are the working baseline. New files include named resource skeletons and TODO guidance. Complete their fields and connect them using the objectives, schema completion and reference guide.

PDF is its own authoring format

There is no PDF virtual model here. Keep the supported PDF XML in a separate template file; compose report sources and outputs with native IaC resources. Use t: expressions, not workflow interpolation.

Preview before publishing

Browser checks verify this lesson’s template contract, not pagination or PDF rendering. Preview on the platform to inspect fonts, wrapping and data-dependent page breaks, then publish an immutable report version and choose it for schedules.

Local checks validate native report models and lesson requirements. SQL execution, permission checks, Lua preparation and PDF rendering run on the platform. PDF XML remains a separate authoring format; no PDF virtual model is invented.

Files to change: main.cococo, outputs.cococo, handover.pdf.xml

What you’re building: Deliver a production handover pack that people can read as CSV, workbook or PDF.

This step starts with the earlier solution and one new challenge. Each lesson keeps its own draft.

Read the starter files

main.cococo

report_document "weekly" {
  schemaVersion = 1
  snapshotRetentionDays = 30
  sources = [report_source.jobs]
  outputs = [report_output.csv, report_output.workbook]
  parameters = [report_parameter.show_note]
  preparationScript = file("prepare.lua")
}

source.cococo

report_source "jobs" {
  name = "jobs"
  kind = "MICRO_SQL"
  query = "SELECT jobs.name, jobs.status FROM jobs ORDER BY jobs.name ASC LIMIT 100"
}

outputs.cococo

report_output "csv" {
  name = "jobs.csv"
  format = "CSV"
  storage = "DATABASE"
  dataset = "jobs"
  columns = ["name", "status"]
}
report_output "workbook" {
  name = "handover.xlsx"
  format = "XLSX"
  storage = "DATABASE"
  sheets = [report_sheet.jobs, report_sheet.summary]
}

parameters.cococo

report_parameter "show_note" {
  name = "showNote"
  label = "Include handover note"
  type = "BOOLEAN"
  required = false
  defaultValue = false
}

prepare.lua

input.datasets.summary = {{ message = "Production handover" }}
return input

sheets.cococo

report_sheet "jobs" {
  name = "Jobs"
  dataset = "jobs"
  columns = ["name", "status"]
}
report_sheet "summary" {
  name = "Handover"
  dataset = "summary"
  columns = ["message"]
}

handover.pdf.xml

<pdf size="A4" margin="40" xmlns:t="urn:cococo:template">
  <text size="22">Production handover</text>
  <!-- TODO: add the conditional handover note and repeating job rows. -->
  <table>
  </table>
</pdf>

Reference: reports · getting-started reports · sql-authoring reports · values reports · preparation reports · pdf-templates reports · operations reports · reference