web_interface:dashboard_setup

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web_interface:dashboard_setup [2024/04/09 01:58] – [Configure the dashboards] Mark Gloverweb_interface:dashboard_setup [2024/04/09 02:01] (current) – Mark Glover
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 Sustainable Solutions can help with these.</WRAP> Sustainable Solutions can help with these.</WRAP>
  
-===== Configure the dashboards =====+===== Access the dashboards configuration =====
   - On the **Admin** tab of the Navigator click on the **Dashboard** button: {{ :web_interface:dashboard2.png?600 |}}   - On the **Admin** tab of the Navigator click on the **Dashboard** button: {{ :web_interface:dashboard2.png?600 |}}
   - This will show you a list of the available dashboard reports: {{ :web_interface:dashboard_report_list.png?600 |}}   - This will show you a list of the available dashboard reports: {{ :web_interface:dashboard_report_list.png?600 |}}
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 +==== Configure the dashboards ====
   - Tick the box in the **Is active** column for each report that you want generated. Note that if one or more reports are selected, the scheduled process for generating and refreshing the dashboard reports is automatically started, there is no separate setting for turning it on and off. Similarly, if no reports are selected the dashboard report generating process will be turned off automatically.    - Tick the box in the **Is active** column for each report that you want generated. Note that if one or more reports are selected, the scheduled process for generating and refreshing the dashboard reports is automatically started, there is no separate setting for turning it on and off. Similarly, if no reports are selected the dashboard report generating process will be turned off automatically. 
   - Set the number of minutes in the **Update Period (mins)** column to set how often each of these reports is generated.  ''1440'' is one full day.   - Set the number of minutes in the **Update Period (mins)** column to set how often each of these reports is generated.  ''1440'' is one full day.
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   * The **Export settings** tab is for telling mSupply when and how to update the data behind the dashboard (see the [[web_interface:dashboard_setup#exporting_msupply_data_to_the_dashboard|Exporting msupply data to the dashboard]] tab section below).   * The **Export settings** tab is for telling mSupply when and how to update the data behind the dashboard (see the [[web_interface:dashboard_setup#exporting_msupply_data_to_the_dashboard|Exporting msupply data to the dashboard]] tab section below).
   * The //Dashboard Tab// tab is for setting up Dashboard tabs (see the [[web_interface:dashboard_setup#dashboard_tabs|Dashboard tabs]] section below) for the Legacy mSupply dashboard.  As of 2024, this section is most likely irrelevant.   * The //Dashboard Tab// tab is for setting up Dashboard tabs (see the [[web_interface:dashboard_setup#dashboard_tabs|Dashboard tabs]] section below) for the Legacy mSupply dashboard.  As of 2024, this section is most likely irrelevant.
-===== Available dashboard reports =====+==== Available dashboard reports ====
 There are several built-in dashboard reports that everyone can use.  The table below documents what they show and what properties can be edited: There are several built-in dashboard reports that everyone can use.  The table below documents what they show and what properties can be edited:
  
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-===== Editing dashboard reports =====+==== Editing dashboard reports ====
 Double-click a report in the list shown above and the following window will open: Double-click a report in the list shown above and the following window will open:
  
  • Last modified: 2024/04/09 02:01
  • by Mark Glover