Dashboard setup

In versions up to 3.9 dashboard setup was accessed from preferences. The following instruction are for versions 3.9 and above. For versions prior to 3.9, please use the instructions here: https://docs.msupply.org.nz/preferences:dashboard

Before the settings in this section will work you must make sure your webserver is currently running. See Webserver. Most users will find it easier to request mSupply support to set this up for you.

Before you set the dashboard up you must:

  • know what ports are already in use on the server
  • have an appropriate SSL Certificate set up. Sustainable Solutions can help with this if needed.

To setup the dashboard:

  1. Check the Use the dashboard checkbox in the user settings.
  2. Click on the Dashboard button on the Admin screen

  1. In the Dashboard web URL field enter the base URL to reach the dashboard on e.g. http://dashboard.msupply.org:2048/ (i.e. everything up to 'dashboard' in the URL you browse to - don't forget the trailing slash (/) otherwise it won't work!)
    1. if you are running from localhost, use your IP rather than http://localhost both here and in the browser
    2. the URL users type in to the address bar of their browser to access the dashboard will be this URL with “Dashboard” on the end
  2. Tick the reports in the Is active column to select them for display on your dashboard.
  3. You can choose how often these reports are updated by clicking in the Update Period (mins) column and entering a number of minutes.
  4. Setup which reports appear on which tabs. See the Dashboard tabs section below for details.
  5. Setup which if the dashboard reports each user can access. See The dashboard for details.

Double-click a report in the list shown above and the following window will open:

If there are any properties shown in the list, these can be edited to change what is displayed.

To edit a property or value, click once to select the row, and then click again in the appropriate cell to edit it.

To add or delete a row use the New line and Delete line(s) buttons at the top of the window.

In the example shown in the screenshot above (a map report), the coordinates of two of the map corners and the item code of the item whose stocks will be shown on the map have been entered. Note that if you add extra properties to the default reports they'll be ignored.

See the section below for details of the various dashboard reports available and the settings that can be edited.

There are several built-in dashboard reports that everyone can use. Here's what they show and what properties can be edited to change what they show:

Report name Property Value
VEN items in stock: Shows stock on hand of each items that belongs to the VEN (Vital, Essential, Necessary) category.(Method: dashboard_rep_item_ven) Report format : Table
store_code store code if empty then default store is chosen
ven_category V,E,N or E,N or V ..etc will filter the VEN items. If blank all visible items for the store are chosen
Total stock value: A single figure in your default currency, showing the total value of the stock you have in the store you are viewing the dashboard for. (Method: dashboard_rep_total_stock_value)
None None
This month's transactions: Shows a bar chart of the number of purchase orders, goods receipts, supplier and customer invoices created this month. (Method: dashboard_rep_month_transacs) Report Format : bar or line chart
store_name Name of the store you want to see this month's transactions form.
Expiring stock: Shows the cumulative and monthly number of all items expiring within the year, split into columns by month of expiry. (Method: dashboard_rep_expiring_stock)
None None
Top facilities supplied: The 10 customers in your store to which you have sent the greatest value of stock. Shows the value of stock for each customer.
None None
Transactions per store: Shows a table of the transactions per stores within 30 days
store_code Specify a store by entering a store code, or leave blank for the default store
Vital items in stock: Shows a bar graph of the percentage of medicines of the chosen category in stock at each facility
ven_category v or e or n if you want to include items that are Vital or Essential or Necessary
user_field_4 TRUE if you want to include items with this field checked
user_field_7 TRUE if you want to include items with this field checked
Note that the labels for fields 4 and 7 may be different, as they are set up in the mSupply preferences (misc tab)
critical_stock TRUE if you want to include items with this field checked, false for all items
store_tags entering healthcentre will only include stores with the “healthcentre” tag
Map stock on hand: Shows a map of the area specified, with an “X” if the facility is out of stock of the item, or a dot representing the amount of stock on hand.
lat_nw_corner the latitude of the North-West corner of the map
long_nw_corner the longitude of the North-East corner of the map
lat_se_corner the latitude of the South-East corner of the map
long_se_corner the longitude of the North-East corner of the map
item_code the item code of the item to display
country compulsory parameter
store_tags A comma separated list of tags - or omit this parameter if you want to show stock for all stores
Sync sites last connection date: Shows…
None None
Sync sites sent and received statistics: Shows…
None None
Stock_for_category_1_stores_by_item_list: Shows…
item_code “amo@” will search for items who's code starts with “amo”
store_code “store_code1@” Will search for store who's code starts with “store_code1”
Category1_description “private” Will search for names whose name category 1 is “private”
masterlist_description “VHP - All Items” Will search for items that are part of the master list : “VHP - All Items”
Trends in critical stock: Shows…
store_id the ID of the store you're interested in, or no value for all stores
critical_stock TRUE if you want to include items with this field checked, false for all items
Output: use the type “time_series_chart”
Reports Monthly Transactions Shows how many transactions of each type the chose store has processed this month
store_name the name of the store which you are interested in, or no value if you want all stores
dashboard_itemRow_storeCol_usage: Shows the report of items issued by the facility within the last 30 days
store_tag include stores with this tag
master_list include items on this master list
period 30 ( currently only 30 days is supported)
Stock each item in each store: Shows a table of items in rows and stores in columns, with the stock on hand
for that item in that store in each cell.
store_code store tag attached to the store
master_list selected master list of items
item_code items whose code matches this code (append “@” for a “starts with” search)
Category1_description Items with this category1

If you can't make a dashboard report that does what you want then please speak to us, it's usually a fairly simple matter for us to create one for you.

You set up Dashboard tabs which will display on your dashboard. Dashboard tabs are “containers” for one or more dashboard reports. To edit them go to File > Preferences and click on the Dashboard tabs tab on the left hand side:

To add a tab click the Add button. To edit a tab, double-click it. You will be shown a window for editing a dashboard tab:

Now you add reports that will show on this tab.

Understanding Rows and Columns

Take this example dashboard tab:

  • The tabs themselves occupy their own space on the left of the window- they aren't considered when laying out the dashboard
  • The first row has two reports- each report takes up half the row. So for the first report:
    • Row 1, Col 1, width 12 (“12” means it takes up the full width of the cell it is in- “4” would mean it would take up 1/3 of the width)
  • For the report at the top right:
    • Row 1, Col 2, width 12
  • For the map
    • Row 2, Col 1, width 12
  • The next two reports are on the same row, but are divided into 5/12 and 7/12 of the width of the window, so we put them in the same cell but change the width settings:
    • Row 3, Col 1, width 5
    • Row 3, Col 1, width 7

To add a report to a Dashboard tab

Click New Line to add a new report to the tab. Then edit the values in each column

  • Row: The row it will be in
  • Column: The column within the row- set to “1” if you don't have multiple reports on this row.
  • Report tite: The title that will show in the Orange heading bar for the report. Note that the same report can display different information depending on the parameters you set for that report- hence the need for the ability to customise report names
  • Type: You'll need to know the appropriate type for the report you're displaying. The options are
    • bar_chart
    • table
    • pie_chart
    • time_series
    • map
    • line_chart
  • Width: The fraction of the cell width in “twelfths” that this report will take up (“6” will make it take up half the cell width)
  • Report: Choose the report name from the drop-down list of available reports

Add a dashboard tab to a user's dashboard

This is the final step in setting up dashboards: once the tabs have been setup you have to choose which users will see which tabs. You do this in individual users' settings. See managing users for instructions on how to do this.

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  • web_interface/dashboard_setup.txt
  • Last modified: 2018/12/11 07:13
  • by sworup