UiPath Documentation
insights
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Guía del usuario de Insights

Última actualización 7 de may. de 2026

Trabajar con paneles de Test Manager

View dashboard

You can view and configure the default visualizations by opening a dashboard, selecting the three-dot button on a tile, and then selecting Explore from here. This will not have any effect on the initial pre-built visualization, it is only a One-time interaction with the data model behind. This requires the Designer role.

Moreover, users with at least Viewer role, also have access to the data behind the visualizations by right-clicking the area of interest and selecting Show all....

Crear un panel

Puedes crear y personalizar paneles de Test Manager existentes para editar las visualizaciones según tus necesidades empresariales.

Nota:

Designer role is required to explore the Test Manager templates and create custom dashboards. For more information, check the Permission types page.

  1. Abre Insights.
  2. Go to the UiPath Templatest tab.
  3. On any of the Test Manager dashboards, select Copy to My Dashboards and fill in the desired name.
  4. Select Save. Your copy of the Test Manager dashboard is now available in the My Dashboards tile.

Añadir vistas personalizadas a un panel de Test Manager

Nota:

Designer role is required to explore the Test Manager templates and create custom dashboards. For more information, check the Permission types page.

  1. Go to the My Dashboards tab.
  2. Abre tu copia del panel de Test Manager.
  3. Select the three-dot menu and choose Edit dashboard.
  4. Customize the dashboard: a. To add a new visualization navigate to Add > Visualization. b. To edit an existing visualization, select the three-dot button on the desired tile and select Edit.

Going in the edit section of a visualization will give you access to the Test Manager data model and to the powerful visualizations and capabilities of Insights.

Para obtener instrucciones detalladas sobre cómo proceder a continuación, recomendamos leer las guías de Looker para crear paneles:

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