# (Preview) Document Understanding dashboard

> Before using the Insights Dashboards, make sure that you meet the following conditions:

## Prerequisites

Before using the Insights Dashboards, make sure that you meet the following conditions:

* Enable Document Understanding™ and Insights services for your tenant.
  :::note
  Insights dashboards are only available for Document Understanding and Insights on Automation Cloud™.
  :::
* You are using Studio v2022.10, or higher.
* You enabled in Studio the option for checking the telemetry data by going to Settings -> General → Telemetry → Send anonymous usage data.
* Have Robot send telemetry data.
* The Activities packages used in your workflows must have one of the following versions:
  + UiPath.IntelligentOCR.Activities v6.6.0, or higher.
  + UiPath.DocumentUnderstanding.ML.Activities v1.17.0, or higher.
  + UiPath.DocumentUnderstanding.Activities v2.2.1, or higher.

## Overview

Access the Document Understanding Dashboard to visualize metrics and charts about your Document Understanding projects.

![Screenshot of the Document Understanding Overview dashboard](https://dev-assets.cms.uipath.com/assets/images/document-understanding/document-understanding-screenshot-of-the-document-understanding-overview-dashboard-466094-e1df74b3-23dceab9.webp)

All Document Understanding projects are processed when generating these metrics.

## Filter your Insights dashboards

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

### Filter a Document Understanding™ dashboard

Several options are available for filtering 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](https://docs.uipath.com/insights/automation-cloud/latest/user-guide/custom-variables).
:::

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    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.

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    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.
