insights

2020.10

false

Release Notes
- 2020.10.0
  - 2020.10.2
Getting Started
Installation and Upgrade
Insights in Orchestrator
Insights Portal
- About the Insights Portal
  - Field Descriptions for the Insights Portal
- Managing Dashboards
- Managing Alerts
- Troubleshooting

Important :

As of December 31st, 2023, any version of UiPath Insights older than 2021.10, including all Insights dashboards, will no longer be accessible at all, without moving to a later version.

OUT OF SUPPORT

Insights

DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated May 21, 2024

Field Descriptions for the Insights Portal

The Analytics Tab

Field	Description
Search	Locate existing dashboards that match your input. You can search by dashboard name, source, and/or owner.
Display Selection	Use to filter which dashboards are displayed. The available options are: Recent All Created by Me Shared with Me
Options	Appears in the Dashboards pane. Displays a menu with the following options: New Dashboard New Folder Import Dashboards
Select Dashboards	Appears in the Dashboards pane. Displays a check box for each existing dashboard and folder, enabling you to select any or all to act upon with the following options: Export Copy to Server Delete
More Actions	Appears on each existing dashboard tile, and contains the following options: Rename Duplicate Copy to Server Export Download Delete (Not available for default dashboards.)

Dashboard View

Field	Description
Dashboard Name	Select to edit the name of the dashboard.
Data Source	Displays the ElastiCube on which this dashboard depends and the most recent build date and time. Select to display the following options: Change Data Source
Add Widget	Opens the New Widget creation window.
Add Text	Adds a new blank widget to the current dashboard where you can enter and format text.
Change Color Palette	Displays a drop-down menu containing the available color palettes for the dashboard.
Configure PDF Report Settings	Opens the PDF report settings window. See here for details.
Switch to View Mode	Toggle the display between the default Design Mode and View Mode to see how the dashboard would appear to viewers.
Options	Displays a menu with the following options: Export - Download a `.dash` file of the current dashboard. Duplicate - Create a copy of the current dashboard. Download - Download a PDF or image file of the current dashboard display. Columns - Select between 1 and 4 columns for the dashboard layout. Restore Dashboard - Revert the dashboard to the most recent owner's version.

The Pulse Tab

Field	Description
Open Dashboard	Opens a new window with the dashboard this alert is connected to.
Info	Hover on this icon to bring up a display of the alert notification trigger, creation date, and last modified date.
More Options	Displays a menu with the following options: Edit - Opens the selected alert for editing. Duplicate - Creates a copy of the alert. Receive Notifications - Select if you should receive notifications for this alert or not. Turn Off - Disables notifications based on this alert for all users. Delete - Deletes the selected alert.