Document Understanding
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Document Understanding User Guide for Modern Experience
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Jul 15, 2024

Customize your Insights dashboards

There are multiple ways to customize a dashboard. For an accurate and better understanding of the available options, let's go through all the options.

Customize a Document Understanding dashboard

Several options are available for customizing the data displayed in the dashboard:

  • Period
  • Seconds spent per document
  • Reload the information
  • Hide/Show filters
  • Clear cache
  • Download the available information
  • Schedule a delivery
  • Reset filters
  • Select timezone
Tip: For more information on adding custom variables to your dashboard, check the Insights User Guide.

Option

Description

Period

Select the time period for which the information is displayed.

  • Is in the last
  • Is on the day
  • Is in range
  • Is before
  • Is on or after
  • Is in the year
  • Is in the month
  • Is this
  • Is next
  • Is previous
  • Is
  • Is null
  • Is any time
  • Is not null
  • Matches a user attribute
  • Matches (advanced)

Process name (available only for Document Understanding Processes)

Select one, multiple, or all the processes to be taken into account when information in generated in the dashboard.

Seconds spent per document

Select the time a user spends on processing a document.

Reload the information

Refresh the available information.

Hide/Show filters

Choose if the filters are visible or not in the dashboard.

Clear cache

Clear all data.

Download the available information

Download the information presented in the dashboard in a PDF or CSV format.

Schedule a delivery

Schedule a dashboard export recurrence (daily, monthly, weekly, or on a specific day). Available formats are PDF, CSV zip file, or PNG visualization.

Reset filters

Reset all customized filters.

Select timezone

Choose the timezone to be used for all filters and options that are using date as reference.

Viewer timezone (available only for Document Understanding Processes)

Choose the viewer timezone.
Download the available information
You can customize the download of your dashboard information. Go to the menu icon, select the Download option, and customize it as needed.


Here are all available options for customizing a download:

  • Paper Size - select the desired paper size: Fit page to dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, A5.
  • Expand tables to show all rows - choose if all rows should appear or not in the export file. Large tables may render as plain text or limit displayed rows.
  • Arrange dashboard tiles in a single column - all information is displayed one on top of the other.

You can also choose to:

  • Open the file in Browser
  • Download the file

Schedule a delivery

You can schedule the delivery of an email with your dashboard data. Go to the menu icon, select the Schedule Deliveryoption, and customize it as needed.


Tab

Option

Description

Settings

Schedule Name

Name your scheduled delivery.

Recurrence

Set the recurrence period of your email delivery.

Time

Set the time of the scheduled delivery.

Destination

Set the destination of your scheduled delivery.

Email address

Set the email address to which your dashboard information needs to be send.

Format

Set the format of your scheduled delivery.

Test now

Test the schedule delivery option.

Filters

Period

Set the time period for the information presented in the dashboard

Seconds spent per document

Set the amount of time a user spends processing a document.

Advanced options

Custom Message

Add a custom message to your scheduled delivery.

Include links

Include accessible links to your scheduled delivery.

Expand tables to show all rows

Choose if all rows should appear or not in the export.

Arrange dashboard tiles in a single column

Choose if information should be displayed one on top of the other.

Paper size

Select the desired paper size: Fit page to dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, A5.

Delivery timezone

Choose the timezone to be used for your scheduled delivery.

Test now

Test the settings for your scheduled delivery.

  • Customize a Document Understanding dashboard

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