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Downdload a dashboard as a
pdf.
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- Select 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 select Download.
- A viewer can also download a dashboard by
selecting the dashboard itself. Then, select the More
Actions button to view the download options.
- Then you can select the Download as a
PDF button. Lastly, select 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, select the Download
button.
- You can also download a dashboard by
selecting the dashboard tile itself.
- Then, navigate to the three-dot dashboard
actions menu in the upper right and select Download.
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Download a dashboard as an image |
- Select 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
selecting the dashboard itself. Then, select the More
Actions button to view the download options.
- Then you can select 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 select 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 select 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 view 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 view dashboards shared with Everyone.
- Then, select any of the dashboards to
view.
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View Default Dashboards/UiPath Template
Dashboards |
- Locate and select the default dashboard
called Business
ROI,Processes,Licensing,Queues, or
Robots.
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- Navigate to the UiPath Templates
tab to view dashboards shared in the UiPath Template
tab.
- Then, select any of the dashboards to
view a UiPath Template dashboard.
Note: To view 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 selecting 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 selecting them. For example, the
date and folder filters are default on the Processes
dashboard in the UiPath Templates tab.
- Then, select 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 selecting it.
- A user can filter a dashboard by
selecting the widgets themselves, which will apply that
selection as a filter to the whole dashboard. Select 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, select the specific areas of the
tile that you would like to filter the entire dashboard on.
Select a process in the Top 10 processes by #Run and
Status to view the entire dashboard get filtered by that
process.
- The new filters will get applied to the
entire dashboard. Remove these added filters by selecting 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 selecting the dashboard name drop-down and then
searching for the desired dashboard.
- Optionally, select the Insights
button.
- Then select 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, select the three-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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