UiPath Insights

The UiPath Insights Guide

字段说明

The Insights Page

Field

Description

Toggle View

Used 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.

Name

Only visible in List view.
The dashboard name.

Created By

Only visible in List view.
The user that created the dashboard.

Last Modified

Only visible in List view.
The amount of time passed since the dashboard was modified last.

No. of Widgets

Only 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

Field

Description

Dashboard Name

Drop-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 2 months ago


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