UiPath Insights

The UiPath Insights Guide

Field Descriptions

The Insights Page

FieldDescription
Toggle ViewUsed to switch between the available dashboard views:
grid_viewgrid_view Grid View
lis_viewlis_view List View
Search

searchsearch
Looks for dashboards that match your input. You can search according to name.
Add

addadd
Only visible in Grid view. Available for users with Designer permissions.
Opens the Insights Portal, where you can create a new dashboard.
NameOnly visible in List view.
The dashboard name.
Created ByOnly visible in List view.
The user that created the dashboard.
Last ModifiedOnly visible in List view.
The amount of time passed since the dashboard was modified last.
No. of WidgetsOnly visible in List view.
The number of widgets configured for the dashboard.
More Actions

more_actionsmore_actions
Appears on each dashboard tile or list item. Opens a menu with the following options:
Download Image - Downloads a .png image of the dashboard to the specified location.
Download PDF - Downloads a .pdf file of the dashboard.
Edit - Only visible to Designer users. Opens the dashboard in the Insights Portal, where you can edit or delete the selected dashboard.

The Dashboard View Page

FieldDescription
Dashboard NameDrop-down list displaying the name of the current dashboard being viewed and, on click, a searchable list of all available dashboards.
Edit

editedit
Available for users with Designer permissions.
Opens the current dashboard in the Insights Portal, for editing of filters, widgets, and other dashboard details.
Refresh

restorerestore
Reloads the current dashboard with the most recent changes.

Note: This button only appears when the dashboard owner has edited the dashboard in the Insights Portal while you are viewing it in Orchestrator.
More Actions

more_actionsmore_actions
This menu is displayed for each dashboard and has the following options available:

Download Image - Downloads a .png image of the dashboard.
Download PDF - Downloads a .pdf file of the dashboard.
Filters

filterfilter
Expands and collapses the Filters pane, where you can toggle and edit any available filters.
Open widget info

widget_detailswidget_details
Appears on each dashboard widget. Opens a menu displaying the data source used for the widget, the last time the data was updated, and a editable description.
Edit Widget

editedit
Appears on each dashboard widget. Opens the widget editor.
Clear selection

clear_selectionclear_selection
Appears on a widget when filtering by visualization. Click to remove the selection.

Updated 15 days ago


Field Descriptions


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