Differences

This shows you the differences between two versions of the page.

--- import_and_export:export_to_dashboard [2021/04/28 10:52] – [Export settings section] Gary Willetts
+++ import_and_export:export_to_dashboard [2023/04/07 09:38] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>180}}
-====== 16.18. Exporting to the dashboard ======
+====== 17.22. Exporting to the dashboard ======
-<wrap info>Function added: mSupply version 4.04.00</wrap>
+<wrap info>Function fixed: mSupply version 5.03.00</wrap>
 This information is for sending data from your mSupply database to the mSupply dashboard database. The dashboard has a separate Postgres database so that its use does not slow down or interfere with your use of mSupply.
@@ Line 11: / Line 11: @@
 Click on the **Export Settings** tab and you will see this window:
-{{ :import_and_export:dashboard_export.png?600 |}}
+{{ :import_and_export:dashboard_export_new.png?direct&600 |}}
 ==== Postgres server section ====
@@ Line 23: / Line 25: @@
 To make sure the details are correct and your copy of mSupply has access to the dashboard database, click on the **Test connection** button. A message will tell you whether the connection is successful or not.
-Once the dashboard is enabled and the correct Postgres settings entered, there will be an automatic (scheduled) export every 24 hours. The next scheduled export is shown in the //Next scheduled export// field.
+Once the dashboard is enabled and the correct Postgres settings entered, there will be an automatic (scheduled) export every 24 hours. The next scheduled export is shown in the //Next scheduled export// field. This export process can be edited to run at different intervals based on your needs.
 ==== Export settings section ====
-This section enables you to select exactly what data is exported to the dashboard.
+This section enables you to manually export data to the dashboard apart from the scheduled dashboard export.
-To perform an immediate (manual) export:
+The time and date of the next scheduled export to the dashboard database are shown in the **Next scheduled export** field.
+By default, all table data is exported incrementally — that is, only records that are new or have been changed since the last export are exported, which saves a substantial amount of time in the export process.
-  * Check the boxes to choose the data you want to manually export to the dashboard (check the **All/None** box to choose all options or click the **Default** button to restore to default selections)
-  * Click the **Export** button
+The **Run Next Scheduled Export Now** button gives you a way of exporting the data immediately, without waiting for the next scheduled export. Useful if you want the dashboard to be updated immediately.
-  * Enter the authorisation code
-  * Click **OK**
+The **Full export of Checked Tables** button gives you a way of re-exporting the specific table data from scratch immediately.
+The table contains a list of all the database tables in mSupply that can be exported to the dashboard. Simply check the checkbox in the Export column to set that table to be exported to the dashboard when you click on The **Full export of Checked Tables** button. The **All/None** checkbox is a quick way of toggling between all tables selected and non-tables selected.
-By default, **transaction** and **requisition** data is only exported incrementally — that is, only transactions and requisitions that are new or have been changed since the last export are exported, which saves a substantial amount of time in the export process. All other tables are re-exported from scratch each time.
+When you click on either of them you must enter your authorisation code before the export will be carried out.
+Click on the **OK** button to save your changes and the **Cancel** button to cancel any changes you have made.
-In order to force a //full// export of transactions and/or requisitions, select the **Force full export** checkbox before a manual export, or leave it checked and exit (OK) to cause a full export on the next scheduled export. The full export will only happen //once// — the option will be automatically turned off for subsequent exports.
 \\