UiPath Orchestrator

Field Descriptions

The Insights Page

Field
Description

Toggle View

Used to switch between the available dashboard views:

  • grid_view Grid View
  • lis_view List View

Search

search

Looks for dashboards that match your input. You can search according to name.

Add

add

Only visible in Grid view. Available for users with Designer or Admin permissions.
Opens the Insights Portal, where you can create a new dashboard.

Name

Only visible in List view.
The dashboard name.

Last Published

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

Last Modified

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

No. of Viewers

Only visible in List view.
The number of viewers for the dashboard.

No. of Widgets

Only visible in List view.
The number of widgets configured for the dashboard.

More Actions

more_actions

Appears on each dashboard tile or list item. Opens a menu with the following options:

  • Rename - Only visible to Designer and Admin users. Opens the dashboard in the Analytics Portal, where it can be renamed or otherwise edited.
  • Duplicate - Only visible to Designer and Admin users. Opens the dashboard in the Analytics Portal, where it can be duplicated or otherwise edited.
  • Download Image - Downloads a .png image of the dashboard to the specified location.
  • Download PDF - Downloads a .pdf file of the dashboard.
  • Delete - Only visible to Designer and Admin users. Opens the dashboard in the Analytics Portal, where it can be deleted or otherwise edited.

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

edit

Available for users with Designer or Admin permissions.
Opens the current dashboard in the Analytics Portal, for editing of filters, widgets, and other dashboard details.

More Actions

more_actions

This menu is displayed for the dashboard and on each widget.

For the dashboard, the following options are available:

  • Download Image - Downloads a .png image of the dashboard.
  • Download PDF - Downloads a .pdf file of the dashboard.
  • PDF Report Settings - Opens a settings modal for the .pdf file to be downloaded.

For each widget, the following options are available:

  • Download Image - Downloads a .png image of the widget.
  • Edit Widget - Available for users with Designer or Admin permissions. Opens the widget in the Analytics Portal for editing.

Filter

filter

Opens the Filter panel, where you can toggle and edit any available filter.

Widget Details

widget_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.

Remove Filter

remove_filter

Appears on a widget when filtering by visualization. Click to remove the selection.

Updated 2 days ago


Field Descriptions


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