web_interface:unfpa_reports_app

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
web_interface:unfpa_reports_app [2023/11/09 06:04] – [Using the app] Mark Gloverweb_interface:unfpa_reports_app [2024/12/13 03:14] (current) – [What is it?] Mark Glover
Line 7: Line 7:
 This app runs on the central server of your mSupply installation and will create a selection of UNFPA formatted LMA reports as spreadsheet files for you; all you have to do is make some selections to define what transactions and stock should be included in the reports. This app runs on the central server of your mSupply installation and will create a selection of UNFPA formatted LMA reports as spreadsheet files for you; all you have to do is make some selections to define what transactions and stock should be included in the reports.
  
-The reports take data from the mSupply dashboard and generates excel reports in pre-defined templates.  The mSupply server mSupply exports data to the mSupply dashboard periodically.  The frequency with which data is exported from the mSupply server to the mSupply dashboard will impact on how closely the data in the LMA app matches the data in the mSupply desktop application.+The reports take data from the mSupply dashboard and generate excel reports in pre-defined templates.  The mSupply server exports data to the mSupply dashboard periodically, normally no less frequently than daily, so the data is 'near-live'
  
 So, for the app to reliably generate data, all three services need to be operating: So, for the app to reliably generate data, all three services need to be operating:
Line 26: Line 26:
 For details of how to add tags to stores, please see the [[other_stuff:virtual_stores#tags|Store tags]] page. For details of how to add tags to stores, please see the [[other_stuff:virtual_stores#tags|Store tags]] page.
  
 +==== User permission ====
 +Make sure that the user has right to "Use the Dashboard". This check box control the login rights to the "UNFPA LMA reports app", without this the user will not be able to login.
  
 +
 +{{ :web_interface:user_logon_dashbaord.png?600 |}}
 ===== Using the app ===== ===== Using the app =====
  
Line 62: Line 66:
   * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied, and //all// transactions will be included.   * **Include stock from these donors in the report drop down list:** You can choose one or more donors - if you do then only stock that came from them will be included in the report. You can also choose //None// (the default option), in which case a donor filter will not be applied, and //all// transactions will be included.
   * Store selection   * Store selection
-    * If you selected the **Quarterley review report**, then it is only run on the ''UNFPA_Central'' stores and you are not given a list of stores to include.  If no stores are tagged as ''Centralized'', then this report is likely to fail.+    * If you selected the **Quarterley review report**, then it is only run on the ''UNFPA_Central'' store and you are not given a list of stores to include.  If no store is tagged as ''UNFPA_Central'', then this report is likely to fail.
     * If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options:     * If you select any report in the **Report to create** drop down list //EXCEPT// the **Quarterley review report**, an additional store filter is added to the bottom of the options:
  
  • Last modified: 2023/11/09 06:04
  • by Mark Glover