Differences

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

--- import_and_export:export_to_dashboard [2024/09/05 16:00] – [Export settings section] Gary Willetts
+++ import_and_export:export_to_dashboard [2026/09/30 11:55] (current) – Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>180}}
-====== 17.23. Exporting to the dashboard ======
+====== 17.24. Exporting to the dashboard ======
 <wrap info>Function fixed: mSupply version 5.03.00</wrap>
@@ Line 12: / Line 12: @@
 {{ :import_and_export:dashboard_export_new.png?600 |}}
 ==== Postgres server section ====
@@ Line 42: / Line 40: @@
 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.
+<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.
+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.
@@ Line 47: / Line 51: @@
 Click on the **OK** button to save your changes and the **Cancel** button to cancel any changes you have made.
+==== 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:
+{{ .: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.
 \\