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.