Downdload a dashboard as a pdf.
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- Select the More Actions button on the shared dashboard/ OOTB dashboard that you want to download. Then select Download PDF.
- Then, choose the paper size and the orientation. Then select Download.
- A viewer can also download a dashboard by selecting the dashboard itself. Then, select the More Actions button to view the download options.
- Then you can select the Download as a PDF button. Lastly, select the Download button again highlighted in red.
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- Navigate to the Tenant tab or UiPath Templates tab, depending on where the dashboard you want to download exists.
- Then, select the Download button.
- También puedes descargar un panel seleccionando el propio mosaico del panel.
- Then, navigate to the three-dot dashboard actions menu in the upper right and select Download.
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Descargar un panel como una imagen |
- Select the More Actions button on the shared dashboard/ OOTB dashboard that you want to download. Then select Download Image.
- A viewer can also download a dashboard by selecting the dashboard itself. Then, select the More Actions button to view the download options.
- Then you can select the Download Image button.
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- No se puede descargar un panel como una imagen (puede descargarse como csv).
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Ver paneles compartidos entre personas |
- Localiza y selecciona el panel que se ha compartido contigo.
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- No se puede compartir el panel en directo, solo mediante la programación de la entrega.
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Ver paneles compartidos con todos |
- Localiza el panel que se ha compartido con todos, es decir, también con espectadores.
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- Navigate to the Tenant tab to see dashboards shared with everyone. Simply select any of the dashboard tiles to view the dashboard.
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Ver paneles compartidos con grupos |
- Insights supports sharing dashboards with some groups. All Viewers (Consumers), Designers (Editors), Everyone, and Admins. Locate the dashboard that has been shared to the group. As a viewer, you will only be able to view the dashboard if it was shared to the Consumers group.
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- Insights only supports sharing with Everyone, via the Tenant tab. Navigate to the Tenant tab to view dashboards shared with Everyone.
- A continuación, selecciona cualquiera de los paneles que deseas ver.
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Ver paneles predeterminados/paneles de plantilla de UiPath |
- Locate and select the default dashboard called Business ROI,Processes,Licensing,Queues, or Robots.
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- Navigate to the UiPath Templates tab to view dashboards shared in the UiPath Template tab.
- A continuación, selecciona cualquiera de los paneles para ver un panel Plantilla de UiPath.
To view the ROI template, the viewer also needs to have the ROI viewer permission.
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Interactuar con filtros predeterminados en paneles |
- Accede al panel que deseas ver seleccionando el panel.
- A continuación, un usuario puede utilizar filtros predeterminados en un panel habilitando/deshabilitando filtros en la parte derecha del panel o seleccionando determinados elementos de una lista de filtros.
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- Accede al panel con el que quieres interactuar.
- Next, you can interact with the default filters on the dashboard by selecting them. For example, the date and folder filters are default on the Processes dashboard in the UiPath Templates tab.
- A continuación, selecciona el botón azul de recarga en la parte superior derecha del panel para aplicar los filtros al panel.
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- Accede al panel que deseas ver seleccionándolo.
- A user can filter a dashboard by selecting the widgets themselves, which will apply that selection as a filter to the whole dashboard. Select the desired process in the Money Saved per Process widget to filter the entire dashboard by that process name, captured below. You can disable the filter by toggling the added filter off in the filters pane.
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- Accede al panel con el que quieres interactuar.
- Then, select the specific areas of the tile that you would like to filter the entire dashboard on. Select a process in the Top 10 processes by #Run and Status to view the entire dashboard get filtered by that process.
- Los nuevos filtros se aplicarán a todo el panel. Elimine estos filtros añadidos seleccionando la x junto a los filtros
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Accede a un panel desde un panel abierto |
- Para navegar a otro panel desde un panel abierto, el espectador puede simplemente buscar otro panel seleccionando el menú desplegable del nombre del panel y luego buscando el panel deseado.
- Optionally, select the Insights button.
- A continuación, selecciona el panel deseado.
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- Accede al panel con el que quieres interactuar.
- To navigate to another dashboard from an opened dashboard, select the three-dot menu in the top-right corner, and then choose Dashboards.
- Or you can select the UiPath Insights logo as well.
- A continuación, accede al panel con el que quieres interactuar a continuación.
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