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import_and_export:export_to_dashboard [2021/08/15 23:35] – [16.20. Exporting to the dashboard] Mai Inamoto | import_and_export:export_to_dashboard [2023/04/07 09:38] (current) – Gary Willetts | ||
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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. | 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 ==== | ==== 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. |
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+ | 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. | ||
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+ | The **Run Next Scheduled Export Now** button gives you a way of exporting the data immediately, | ||
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+ | 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/ | ||
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+ | When you click on either of them you must enter your authorisation code before the export will be carried out. | ||
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+ | Click on the **OK** button to save your changes and the **Cancel** button to cancel any changes you have made. | ||
- | 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. The **All/ | ||
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- | The time and date of the next scheduled export of the selected tables to the dashboard database is shown in the **Next scheduled export** field. | ||
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- | The **Default** button will select a default set of tables to be exported to the dashboard database. Useful if you want to undo any changes made and reset the export back to default settings. | ||
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- | The **Export** button gives you a way of exporting the data immediately, | ||
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- | 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. | ||
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- | In order to force a //full// export of transactions and/or requisitions, | ||
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- | Click on the **OK** button to save your changes and the **Cancel** button to cancel any changes you have made. | ||
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