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UiPath Insights

The UiPath Insights Guide

Field Descriptions for the Insights Portal

The Analytics Tab

Field

Description

Search

searchsearch

Locate existing dashboards that match your input. You can search by dashboard name, source, and/or owner.

Display Selection

Use to filter which dashboards are displayed. The available options are:
Recent
All
Created by Me
Shared with Me

Options

optionsoptions

Appears in the Dashboards pane. Displays a menu with the following options:
New Dashboard
New Folder
Import Dashboards

Select Dashboards

Appears in the Dashboards pane. Displays a check box for each existing dashboard and folder, enabling you to select any or all to act upon with the following options:
Export
Copy to Server
Delete

More Actions

more_actions_iconmore_actions_icon

Appears on each existing dashboard tile, and contains the following options:
Rename
Duplicate
Copy to Server
Export
Download
Delete (Not available for default dashboards.)

Dashboard View

Field

Description

Dashboard Name

Select to edit the name of the dashboard.

Data Source

Displays the ElastiCube on which this dashboard depends and the most recent build date and time. Select to display the following options:
Change Data Source

Add Widget

add_widgetadd_widget

Opens the New Widget creation window.

Add Text

text_widget_icontext_widget_icon

Adds a new blank widget to the current dashboard where you can enter and format text.

Change Color Palette

color_widget_iconcolor_widget_icon

Displays a drop-down menu containing the available color palettes for the dashboard.

Configure PDF Report Settings

pdf_reportpdf_report

Opens the PDF report settings window. See here for details.

Switch to View Mode

display_icondisplay_icon

Toggle the display between the default Design Mode and View Mode to see how the dashboard would appear to viewers.

Options

more_actions_iconmore_actions_icon

Displays a menu with the following options:
Export - Download a .dash file of the current dashboard.
Duplicate - Create a copy of the current dashboard.
Download - Download a PDF or image file of the current dashboard display.
Columns - Select between 1 and 4 columns for the dashboard layout.
Restore Dashboard - Revert the dashboard to the most recent owner's version.

The Pulse Tab

Field

Description

Open Dashboard

open_dashboardopen_dashboard

Opens a new window with the dashboard this alert is connected to.

Info

info_iconinfo_icon

Hover on this icon to bring up a display of the alert notification trigger, creation date, and last modified date.

More Options

more_optionsmore_options

Displays a menu with the following options:
Edit - Opens the selected alert for editing.
Duplicate - Creates a copy of the alert.
Receive Notifications - Select if you should receive notifications for this alert or not.
Turn Off - Disables notifications based on this alert for all users.
Delete - Deletes the selected alert.

Updated about a year ago


Field Descriptions for the Insights Portal


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