Creating a custom dashboard in Insights

Create custom Maestro Orchestrate dashboards in UiPath Insights tailored to specific KPIs, business rules, or operational goals beyond the default templates.

UiPath Maestro Orchestrate integrates seamlessly with UiPath Insights, allowing you to monitor and troubleshoot orchestrated processes in real time. While the default Maestro Orchestrate templates provide a prebuilt overview, you can also create custom dashboards tailored to your KPIs, business rules, or operational goals.

Start from the Maestro Orchestrate template

To customize the default Maestro Orchestrate dashboard, copy or download the Maestro Orchestrate template from the Insights portal.

1. Open the UiPath Insights portal.
2. Go to the Templates tab and search for Maestro Orchestrate.
3. Select the Maestro Orchestrate template and choose Copy or Download to begin customizing it.

Result

The template is copied to your Insights workspace and is ready for customization.

This template includes key Maestro Orchestrate metrics such as:

• Process status counts

• Error types

• Process durations

  

Build a custom dashboard from scratch

To create a dashboard tailored to your needs:

1. In Insights, select Create New Dashboard and choose Custom Dashboard.
2. Use the drag-and-drop panel to add widgets like:
   • KPI tiles (e.g., Processes in Progress)
   • Bar charts (e.g., Top Processes Executed)
   • Tables (e.g., Top Failed Elements)

Result

The custom dashboard is created with your selected widgets and is populated with data from the configured Maestro Orchestrate datasets.

You can pull data from prebuilt Maestro Orchestrate datasets such as:

• Agentic process executions

• Element-level failures

• Average duration per process or tenant

• Real-time fault trends

  

Filter and scope the data

Apply filters to narrow the data for your use case:

• Status: Running, Completed, Faulted, Cancelled
• Event time: Last 7 days, This month, etc.
• Folder or Process name

Filters can be applied globally or per widget, making dashboards reusable across teams or tenants.

Maestro Orchestrate sends a new record to Insights for each status change of a process/element (for example: InProgress, Completed, Faulted, Cancelled). This append‑only design means you may see multiple rows for the same run. When building widgets that should show one row per run (e.g., final durations), add a filter such as Status = Completed (or otherwise restrict to the latest status per instance).

Monitor and share

To keep your dashboard current and accessible, configure automatic refresh and role-based sharing.

1. Set up automatic refresh intervals (e.g., every 30 minutes).
2. Share dashboards with role- or tenant-based access.
3. Pin frequently used dashboards to your Insights homepage.

Result

The dashboard refreshes automatically at the configured interval and is accessible to users with the assigned role- or tenant-based permissions.

To learn more, see Best practices for dashboard customizations.