Insights
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Insights
Last updated Feb 23, 2024

Overview

My Dashboards

Dashboards that you create from scratch or copy from the templates or the Tenant Organization tab will appear in the My Dashboards tab.

You can use the Filterdocs image to choose from the following views:
  • All: all your dashboards, both tenant and organization scoped are displayed. Organization scope dashboards are marked with a Organization level tag.
  • Tenant: only tenant scoped dashboards are displayed.
  • Organization: only organization scoped dashboards are displayed.

See Dashboards for more information.

Tenant

The Tenant tab is where you can copy dashboards from My Dashboards and share them with everyone who has access to Insights on the respective tenant. Viewers only have view access to any dashboards shared here, and Designers can make a local copy of any dashboards shared to Tenant.

Note: You can use the search bar to find templates or specific dashboards you have created.

Organization

The Organization tab is where you can copy dashboards from My Dashboards and share them with everyone who has access to Insights in the respective organization. You can only share dashboards containing organization-scoped widgets with the Organization. Any tenant-scoped dashboard can't be shared with the Organization. Only Organizational Administrator users with design permissions can share organization scoped dashboards.

Dashboards from the Organization tab cannot be edited. To edit an organization dashboard, you first need to copy it to My Dashboards.

Tip: You can use the search bar to find templates or specific dashboards you have created.

UiPath Templates

The Insights homepage displays all available dashboards to which the user has access. By default, all users have access to the Robots and Machines,Processes,Queues, and Attended Reporting templates that are included with the product. The Business ROI and Business ROI Queues templates will be locked unless the administrator has added data to the ROI dataset, and the appropriate permissions are granted to a user. Each dashboard can be copied and customized, as well as downloaded in various formats.

Organization scoped templates are marked with the Organization level tag in their respective cards. See Cross-tenant reporting for additional information.



See Templates for additional details.

  • My Dashboards
  • Tenant
  • Organization
  • UiPath Templates

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