UiPath Orchestrator

The UiPath Orchestrator Guide

Field Descriptions for the Insights Portal

The Analytics Tab

Field
Description

Search

search

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

options

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_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_widget

Opens the New Widget creation window.

Add Text

text_widget_icon

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

Change Color Palette

color_widget_icon

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

Configure PDF Report Settings

pdf_report

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

Switch to View Mode

display_icon

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

Options

more_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_dashboard

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

Info

info_icon

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

More Options

more_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 2 months ago



Field Descriptions for the Insights Portal


Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.