Differences

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--- import_and_export:export_to_dashboard [2021/08/10 15:59] – Gary Willetts
+++ import_and_export:export_to_dashboard [2026/09/30 11:55] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>180}}
-====== 16.20. Exporting to the dashboard ======
+====== 17.24. 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?600 |}}
 ==== Postgres server section ====
@@ Line 23: / Line 23: @@
 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.
+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.
+**Redirect URL** field: contains the URL that you should be redirected to after login or logout of the dashboard. The URL must not contain the ''https:%%//%%'' part. When the dashboard is on the same server as the mSupply server this will be the same as the URL in the **URL** field, if they are on different servers then it will be different.
-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/None** checkbox is a quick way of toggling between all tables selected and non tables selected.
+**URL** field: contains the URL of the dashboard, including the ''https:%%//%%'' and port e.g. https:%%//%%localhost:8080.
-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.
+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.
+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.
-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.
+<WRAP info center round 90%>
+It is not advisable to run a full export of the database (i.e. including all database tables) unless really necessary. This is because it can take a loing time if the database is large and, during that time, some tables will be inaccessible so reports and other functions might not work in mSupply.
-The **Export** button gives you a way of exporting the data immediately, without waiting for the next scheduled export. Useful if you want the dashboard ot be updated immediately. When you click on it you must enter your authorisaiton code before the export will be carried out.
+If you do run a full export (i.e. including all database tables) then you must enter your name and give a reason for the export in the //Add your name and reason for running the full export!// text field. This text will be added to the log.
+</WRAP>
+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.
-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.
-In order to force a //full// export of transactions and/or requisitions, check the **Force full export** checkbox before a manual export, or leave it checked and exit (click the **OK** button) 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.
+==== Export Field Setting tab ====
+By default all fields from all tables (except patient identifiable fields and other security related information) are exported to the dashboard. However, you can refine the export and define exactly which fields are exported to the dashboard, including some patient information if desired by clicking on the **Export Field Settings** tab. This is what the tab looks like:
-Click on the **OK** button to save your changes and the **Cancel** button to cancel any changes you have made.
+{{ .:pasted:20260930-114344.png?600 }}
+  * **Table** drop-down list: Select the database table whose fields to export you want to modify
+  * **Table**: Shows all the fields in the database table selected in the **Table** drop-down list that are available for export. All will be selected by default.
+  * **All/None** checkbox: Checking/unchecking this will check/uncheck all the checkboxes in the //Included field// column of the table for the selected database table.
+  * **Allow patient export** checkbox: If checked, this will allow export of any selected patient data fields to the dashboard.
+To add or remove specific fields from the dashboard export, select the table in the **Table** drop-down list. All its fields available for export will be displayed in the table below it. Any field that has a tick in the //Included field// column will be exported to the dashboard so, to prevent a field being exported uncheck it, to export it make sure it is checked (by clicking on the appropriate checkbox).
+If any fields with patient identifiable information are selected for export, the **Allow patient export** checkbox must also be ticked before it will be exported.
 \\