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Downdload a dashboard as a
pdf.
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- Click 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 click Download.
- A viewer can also
download a dashboard by clicking the dashboard itself. Then,
click the More Actions button to view the download
options.
- Then you can
click the Download as a PDF button. Lastly, click 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, click the
Download button.
- You can also
download a dashboard by clicking the dashboard tile itself.
- Then, navigate to
the 3-dot dashboard actions menu in the upper right and select
Download.
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Download a dashboard as an image |
- Click 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 clicking the dashboard itself. Then,
click the More Actions button to view the download
options.
- Then you can
click the Download Image button.
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- Cannot download a
dashboard as an image (can download as a csv).
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View person-to-person shared dashboards |
- Locate and click
the dashboard that has been shared with you.
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- Cannot share live
dashboard person-to-person, only via scheduling delivery.
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View dashboards shared with everyone |
- Locate the
dashboard that has been shared with everyone, therefore, shared
with viewers.
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- Navigate to the
Tenant tab to see dashboards shared with everyone.
Simply click any of the dashboard tiles to view the
dashboard.
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View dashboards shared with groups |
- 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 see 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 see dashboards shared with
Everyone.
- Then, click any
of the dashboards to view.
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View Default Dashboards/UiPath Template
Dashboards |
- Locate and click
the default dashboard called Business
ROI,Processes,Licensing,Queues, or
Robots.
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- Navigate to the
UiPath Templates tab to see dashboards shared in the
UiPath Template tab.
- Then, click any
of the dashboards to view a UiPath Template dashboard.
Note: To see
the ROI template, the viewer also needs to have the ROI viewer
permission.
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Interact with default filters on
dashboards |
- Navigate to a
dashboard you would like to view by clicking the dashboard.
- Then, a user can
use default filters on a dashboard by enabling/disabling filters
in the right-hand side of the pane or selecting certain items
from a filter list.
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- Navigate to the
dashboard you would like to interact with.
- Next, you can
interact with the default filters on the dashboard by clicking
them. For example, the date and folder filters are default on
the Processes dashboard in the UiPath Templates
tab. Select certain dates or folders by clicking them.
- Then, click the
blue reload button in the upper-right hand of the dashboard to
apply the filters to the dashboard.
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- Navigate to a
dashboard you would like to view by clicking it.
- A user can filter
a dashboard by clicking the widgets themselves, which will apply
that selection as a filter to the whole dashboard. Click 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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- Navigate to the
dashboard you would like to interact with.
- Then, click the
specific areas of the tile that you would like to filter the
entire dashboard on. Click a process in the Top 10 processes
by #Run and Status to see the entire dashboard get
filtered by that process.
- The new filters
will get applied to the entire dashboard. Remove these added
filters by clicking on the x next to the filters
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Navigate to a dashboard from an opened
dashboard |
- To navigate to
another dashboard from an opened dashboard, the viewer can
simply search for another dashboard by clicking the dashboard
name drop-down and then searching for the desired
dashboard.
- Optionally, click
the Insights button.
- Then click the
desired dashboard.
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- Navigate to the
dashboard you would like to interact with.
- To navigate to
another dashboard from an opened dashboard, click the 3-dot menu
in the top-right corner, and then choose Dashboards.
- Or you can select
the UiPath Insights logo as well.
- Then, navigate to
the dashboard you would like to interact with next.
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