Working with Test Manager dashboards

View dashboard

You can view and configure the default visualizations by opening a dashboard, selecting the three-dot button on a tile, and then selecting Explore from here. This will not have any effect on the initial pre-built visualization, it is only a One-time interaction with the data model behind. This requires the Designer role.

Moreover, users with at least Viewer role, also have access to the data behind the visualizations by right-clicking the area of interest and selecting Show all....

Create a dashboard

You can create and customize existing Test Manager dashboards to edit the visualizations according to your business needs.

Note:

Designer role is required to explore the Test Manager templates and create custom dashboards.

For more information, check the Permission types page.

Open Insights.
Go to the UiPath Templatest tab.
On any of the Test Manager dashboards, select Copy to My Dashboards and fill in the desired name.
Select Save.
Your copy of the Test Manager dashboard is now available in the My Dashboards tile.

Add custom views to a Test Manger dashboard

Note:

Designer role is required to explore the Test Manager templates and create custom dashboards.

For more information, check the Permission types page.

Go to the My Dashboards tab.
Open your copy of the Test Manager dashboard.
Select the three-dot menu and choose Edit dashboard.
Customize the dashboard:
1. To add a new visualization navigate to Add > Visualization.
2. To edit an existing visualization, select the three-dot button on the desired tile and select Edit.

Going in the edit section of a visualization will give you access to the Test Manager data model and to the powerful visualizations and capabilities of Insights.

For detailed instructions on how to proceed next, we recommend reading Looker’s guides for creating dashboards:

Creating User-Defined Dashboards: create dashboards and add dashboard tiles.
Editing User-Defined Dashboards: Edit dashboards; rearrange tiles, resize tiles, edit dashboard tiles, adjust dashboard settings; and delete dashboards.
Adding and Editing User-Defined Dashboard Filters: Add, configure, edit, and delete dashboard filters.
Cross-Filtering Dashboards: Enable filters, create filters, share dashboards, drill into the data, and remove cross-filters.

Insights

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