Build the solution · 3 / 5

Prepare a handover note

Add a summary dataset without calling a live service.

YOUR TASK

Make this happen

3 steps

Add prepare.lua to create input.datasets.summary = {{ message = "Production handover" }} and return input. Connect it with preparationScript = file("prepare.lua").
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 prepare.lua to create input.datasets.summary = {{ message = "Production handover" }} and return input. Connect it with preparationScript = file("prepare.lua").

Files to work in

main.cococo, prepare.lua. 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.

Preparation owns the whole envelope

Preparation receives parameters, context and datasets as input. Returning input preserves the original datasets and your additions. Row transforms instead receive one row and may return nil to drop it.

No ctx in report preparation

Fetch data through report sources. Preparation has language libraries, including decimal arithmetic, but no ctx. This exercise checks source wiring; it does not execute report Lua.

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, prepare.lua

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]
  parameters = [report_parameter.show_note]
}

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"]
}

parameters.cococo

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

prepare.lua

-- input contains the report datasets.
-- TODO: add the summary dataset before returning the report input.
return input

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