Acciones comunes para Espectadores

Requisitos previos

Requisitos previos para espectadores que realizan acciones en Insights <2021.10

• Select the Insights button in the left menu of Orchestrator to get to Insights.

  
  

  

  
  

Requisitos previos para espectadores que realizan acciones en Insights 2023.4

• Escribe la URL de Insights y inicia sesión.

  
  

  

  
  

Comparación

Acción	Insights <2021.10	Insights 2022.10
Descargar un panel como pdf.	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.	Accede a la pestaña Tenant o a la pestaña Plantillas de UiPath, dependiendo de dónde esté el panel que deseas descargar. Then, select the Download button. You can also download a dashboard by selecting the dashboard tile itself. Then, navigate to the three-dot dashboard actions menu in the upper right and select Download.
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.	No se puede descargar un panel como una imagen (puede descargarse como csv).
Ver paneles compartidos entre personas	Locate and select the dashboard that has been shared with you.	No se puede compartir el panel en directo, solo mediante la programación de la entrega.
Ver paneles compartidos con todos	Localiza el panel que se ha compartido con todos, es decir, también con espectadores.	Navigate to the Tenant tab to see dashboards shared with everyone. Simply select any of the dashboard tiles to view the dashboard.
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.	Insights only supports sharing with Everyone, via the Tenant tab. Navigate to the Tenant tab to view dashboards shared with Everyone. Then, select any of the dashboards to view.
Ver paneles predeterminados/paneles de plantilla de UiPath	Locate and select the default dashboard called Business ROI,Processes,Licensing,Queues, or Robots.	Navigate to the UiPath Templates tab to view dashboards shared in the UiPath Template tab. Then, select any of the dashboards to view a UiPath Template dashboard. Note: To view the ROI template, the viewer also needs to have the ROI viewer permission.
Interactuar con filtros predeterminados en paneles	Navigate to a dashboard you would like to view by selecting the dashboard. 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.	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. Then, select the blue reload button in the upper-right hand of the dashboard to apply the filters to the dashboard.
Filtro cruzado	Navigate to a dashboard you would like to view by selecting it. 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.	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. The new filters will get applied to the entire dashboard. Remove these added filters by selecting the x next to the filters
Accede a un panel desde un panel abierto	To navigate to another dashboard from an opened dashboard, the viewer can simply search for another dashboard by selecting the dashboard name drop-down and then searching for the desired dashboard. Optionally, select the Insights button. Then select the desired dashboard.	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. O también puede seleccionar el logotipo de UiPath Insights. A continuación, accede al panel con el que quieres interactuar a continuación.