# Monitor

> :::note
Feature availability depends on the cloud platform that you use. For details, refer to the [Choosing the deployment type page](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/choosing-the-deployment-type#choosing-the-deployment-type).
:::

:::note
Feature availability depends on the cloud platform that you use. For details, refer to the [Choosing the deployment type page](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/choosing-the-deployment-type#choosing-the-deployment-type).
:::

You can check the performance metrics for your Document Understanding<sup>TM</sup> automations from the **Monitor** section in the following main areas:

* [Project performance (Preview)](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/monitor#project-performance-(preview))
* [Processed documents](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/monitor#processed-documents) and the corresponding [Document Details](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/monitor#document-details)
  :::tip
  Check the [Role-based access control](https://docs.uipath.com/document-understanding/automation-cloud/latest/user-guide/role-based-access-control#role-based-access-control "This section is primarily intended to guide administrators in configuring and managing access control based on user roles for Document UnderstandingTM.") page for detailed information on user permissions for the **Monitor** section.
  :::
:::note
Before using the Monitor feature, take into consideration the following:
* Only
**UiPath.DocumentUnderstanding.Activities** v 2.7.0 or newer versions support Monitor;
* Only
**IntelligentOCR.Activities** v6.20 or newer versions include the activity which supports Monitor
:::

## Project performance (Preview)

:::note
The **Project performance** dashboard does not currently include validation data from the IntelligentOCR activity package.
:::

The **Project performance** tab provides useful performance metrics for your project, such as the number of processed documents, the time saved processing documents, or the time spent extracting data from documents.

Figure 1. Project performance (Preview) dashboard

  ![Screenshot of the Project performance dashboard.](https://dev-assets.cms.uipath.com/assets/images/document-understanding/latest-screenshot-of-the-project-performance-dashboard-507297-8e6127df-85d08208.webp)

### Enabling the dashboard

In order to use the dashboard, you need to enable **Insights** on your tenant:

1. Go to the three-dot menu **⋮** on the top right corner of the screen and select **Tenant Profile**.

   ![Screenshot of the Tenant profile button.](https://dev-assets.cms.uipath.com/assets/images/document-understanding/latest-screenshot-with-the-tenant-profile-button-402021-47ceecaf-3da9e7e9.webp)
2. Select the **Insights Dashboard URL** toggle button to enable **Insights**.

   ![Screenshot of the Document Understanding Insights dashboard toggle button.](https://dev-assets.cms.uipath.com/assets/images/document-understanding/latest-screenshot-of-the-document-understanding-insights-dashboard-toggle-button-402025-e275e24b-8b1b0d2e.webp)

### Metrics

After a project is published, you can check the performance of the automations and important business metrics.

 <caption>
  Table 1. Project success metrics
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    Metric 
    Description 
  
 
 
  
    Estimated time saved 
    The time saved is calculated as the number of hours saved having the Document Understanding process in place, considering a human processes one document page in the configured time. The metric uses the following formula:  &#123; Estimated time saved } = &#123; number of document processed } * &#123; x } (minutes) - &#123; validation time } 
      
         Number of documents processed : the total number of documents processed using the automation. 
         x : the time a user would need to process one document without automation. 
         validation time : the time the user spent in Validation Station. 
      

  
  
    Estimated cost 
    The estimated cost paid for the consumed AI Units depending on the Cost of AI Unit input provided as a setting on the dashboard. 
  
  
    Number of processed documents monthly trend, by consumer 
    The total number of documents processed by a consumer during a month. The consumer can be anything from:
      
         APIs 
         Using DocumentUnderstanding.Activities 
      

  
  
    Validation time, per validator 
    The total time spent, in hours, validating the classification and extraction results, per validator. 
  
  
    Time a document has spent waiting validation 
    The time a document has spent waiting on user action:
      
         Minimum time 
         Maximum time 
         Average time 
      

  
  
    Average handling time 
    The average time required for validating a document. Specifically, how much time on average a user spent validating classification and extraction results. You can check this metric as:
      
         Total: the total average handling time. 
         Per validator: the average handling time per validator. 
      

  
  
    Straight-through-processed vs. Total processed documents 
    The number of straight-through processed documents is the number of documents processed automatically, for which no validation or classification action was created.  The total number of processed documents is the number of straight-through processed documents and the number of manually validated documents combined.  
  
 

 <caption>
  Table 2. Consumption metrics
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    Metric 
    Description 
  
 
 
  
    AI Units consumption overview 
    The number of available AI Units compared to the number of consumed AI Units, grouped by projects. The timeframe they are valid for and the total consumption rate is available as well. 
  
  
    AI Units consumption details 
   
      
         The total number of consumed AI Units by month, split by consumers. 
         The total number of AI Units consumed for model hosting, split by project version and month. 
         AI Units consumed for each deployment event for the hosted model. 
      

  
  
    Runtime consumers 
    The top consumers by the number of processed pages:
      
         API consumer: consumer which has digitized at least one page using the selected project. 
         RPA consumer Studio, Studio X, or Studio Web projects, containing at least one Document Understanding activity referencing the current project. 
      

  
 

 <caption>
  Table 3. Runtime metrics
 </caption>
 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    Metric 
    Description 
  
 
 
  
    Top document types requiring validation 
    The top document types for which validation or classification actions were created, with the following information:
      
         Document type name 
         Number of processed pages 
         Average classification confidence 
         Average extraction confidence 
         Number of requested vs. extracted fields 
         Total time spent validating documents 
         Average time per page 
      

  
  
    Field corrections trend 
    The number of corrected fields, grouped by modification (edited value, edited box, marked as missing, etc.), per month. 
  
  
    Field corrects details, by document type 
    The top field modifications brought to a document type, with the following information:
      
         Document type 
         Field name 
         Field value (case-sensitive) 
         Average confidence 
         Average accuracy 
         Modification 
         Number of occurences 
      

  
  
    Extraction accuracy metrics 
   
      
         Average output accuracy: the number of fields not modified, or the number of fields requested. 
         Validator output accuracy: the number of fields not modified, or the number of fields requested per validator. 
      

  
  
    Classification accuracy metrics 
    The average classification output accuracy, specifically the number of classification results marked as corrected, or the number of classified documents. 
  
  
    Classification confusion matrix 
    Check what document type was confused with other type. 
  
  
    Validation actions overview 
    Validation tasks, created either using RPA or APIs, grouped by status:
      
         Assigned 
         Unassigned 
         Submitted 
         Rejected 
      

  
  
    Top exceptions encountered 
    The top exceptions encountered while running workflows or consuming the models using APIs. The number of exception occurences and the consumer they occur in is also displayed. 
  
 

### Filtering the dashboard

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

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

* Manual processing time of a document in minutes
* Period
* Group by
* AI unit cost in cents

 <colgroup>
  <col/>
  <col/>
 </colgroup>
 
  
    Option 
    Description 
  
 
 
  
    Manual processing time of a document in minutes 
    Select how many minutes it takes to process a document manually. 
  
  
    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) 
      

  
  
    Group by 
    Select how to group the information.
      
         Day 
         Week 
         Month 
         Quarter 
         Year 
      

  
  
    AI unit cost in cents 
    Select the cost of one AI units in USD cents 
  
  
    Reload the information 
    Refresh the available information. 
  
  
    Hide/Show filters 
    Choose if the filters are visible or not in the dashboard. 
  
  
    Download 
    Download the information presented in the dashboard as PDF or CSV. 
  
  
    Schedule 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. 
  
  
    Viewer timezone 
    Select the viewer timezone. 
  
 

#### Schedule delivery

You can schedule the delivery of an email with your dashboard data. Select the three-dot menu **⋮**, choose the Schedule Delivery option, and customize it as needed.

 <colgroup>
  <col/>
  <col/>
  <col/>
 </colgroup>
 
  
    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 addresses 
    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 
    Manual processing time of a document in minutes 
    Select how many minutes it takes to process a document manually. 
  
  
    Period 
    Set the time period for the information displayed in the dashboard. 
  
  
    Group by 
    Select how to group the information. 
  
  
    AI unit cost in cents 
    Select the cost of one AI units in USD cents 
  
  
    Test now 
    Test the schedule delivery option. 
  
  
    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. Large tables may render as plain text or limit displayed rows. 
  
  
    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. 
  
 

## Processed documents

The **Processed Documents** tab provides a list of documents which have been processed with the selected project, either via APIs or the activities part of the **UiPath.DocumentUnderstanding.Activities** package. If the document has at least been digitized via APIs or in any way processed via the activities referencing the project, it will appear here. The following metrics are available:

* **File name:** the name of the processed document. Select the document name to go to the Document Details view.
* **Document type:** the document type of the processed document.
* **Consumer:**
  + **API:** consumer which has digitized at least one page using the selected project. Hover your mouse over the field to view the AppId, configured when setting up the external application, to uniquely identify the consumer.
  + **RPA:** **Studio Desktop** or **Studio Web** projects containing at least one Document Understanding activity referencing the current project. Hover your mouse over the field to view the process name.
* **Modified Date:** date when the last operation on the document occurred.
* **Validator:** username of the user who validated the task. If there is no validation task created for the respective document, **N/A** will be displayed in the field.
* **AI Units:** number of AI Units consumed.

Use the search bar to search for a processed document by file name.

:::note
Documents are available in the **Processed Documents** tab for six months.
:::

  ![Screenshot of the Processed documents interface.](https://dev-assets.cms.uipath.com/assets/images/document-understanding/latest-screenshot-of-the-processed-documents-interface-396719-7dafec69-c9d2f434.webp)

## Document Details

Select a file name from the **Processed Documents** tab to get to the Document Details view. This view provides the following information:

* Metrics:
  + **Total consumption:** the number of AI Units consumed by the document.
  + **Creation date:** the date when the document was created.
  + **Last updated date:** the date the last operation on the document occurred.
  + **Consumer:** the name of the workflow created in an RPA project.
* Classification:
  + **Version:** version of the classification model used.
  + **Pre-validation document type:** the document type determined automatically by the classifier.
  + **Post-validation document type:** if changed manually, the document type after validation. If the document type was not changed after validation, the value will be **N/A**.
  + **Confidence:** the confidence score determined by the classifier.
* Extraction:
  + **Model:** the extraction model used.
  + **Version:** version of the extraction model used.
  + **Extracted fields:** information related to each field of the document type:
    - **Predicted value:** the value predicted by the model.
    - **Extraction confidence:** the confidence score determined by the extractor.
    - **OCR Confidence:** the confidence score determined by the OCR engine.
    - **Post-validation value:** if changed manually, the value after validation. If the document type was not changed after validation, the value will be **N/A**.
* Validation:
  + **Task name:** the name of the validation task.
  + **Task type:** the type of the validation task. Possible values: Classification or Extraction.
  + **Task catalog name:** the name of the validation task catalog.
  + **Assignee:** the assignee of the validation task (Unassigned if there is no user assigned yet).
  + **Criticality:** the priority level of the validation task.
  + **Task creation date:** the date when the validation task was created.
  + **Task completion date:** the date when the validation task was completed.
  + **Valid fields:** the number of validated fields after human-in-the-loop (marked as valid).
  + **Modified fields:** the number of modified fields after human-in-the-loop.
  + **Task outcome:** the result of the task.

  ![Screenshot of the Document details interface.](https://dev-assets.cms.uipath.com/assets/images/document-understanding/latest-screenshot-of-the-document-details-interface-348357-4e321f5a-f65bcb3a.webp)
