Cross-Tenant Reporting

Overview

You can find organization-scoped templates under the UiPath Templates tab. The Organization tab is used for shared organization-scoped dashboards.

Considerations

• Only Organization Administrators can view Cross-Tenant Reporting dashboards.
• The data in the dashboards is limited to tenants in the region of the tenant from which you are viewing them. For example, if you manage tenants in the US and EU regions, and are logged in to Insights from a tenant located in the US, the dashboard will only allow you to view information from the current and all other US-based tenants.
• The dashboard only shows data from tenants that have Insights enabled or were previously enabled.
• The Folder filter on a cross-tenant dashboard shows the concatenation of the Tenant name combined with the Folder name. For example, you will see Folder name values captured as TenantName.FolderName. If there are multiple folders with the same name created in multiple tenants, organization admins can filter a dashboard by a specific folder from a specific tenant.

Available Dashboards

The dashboards available at the organization level are read-only, meaning that you can only view the Cross-Tenant templates and cannot copy them or modify them. The cross-tenant data model is not yet exposed to use for dashboard creation. The following dashboards are available:

• Attended Reporting
• Processes
• Queues
• Robots

Configure a Cross-Tenant Dashboard

1. Open UiPath Insights and navigate to the Organization tab.
2. Choose an available Cross-Tenant dashboard marked with the Organization level tag. In this example we will be using the Processes dashboard.
3. Click the Folder filter at the top of the dashboard and select the folders that you want to report on. The filter shows the tenant name followed by the folder name (e.g., TenantName.FolderName) to differentiate between separate tenants with similar folder names.
4. Click the Tenant filter and select the tenants you want to report on.
5. Click Update to update the dashboard based on the filters applied.
6. By default, the dashboard will show data from all available tenants unless a filter is applied.