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Insights 用户指南

上次更新日期 2026年5月7日

操作模板

操作模板可让您快速浏览 UiPath 操作数据。这可帮助您提高生产力,并为您的团队获取整体操作摘要,以帮助报告影响整体业务流程执行的人工任务的运行状态。您可以为微件配置或设置警报,以便在警报发生时立即获取所需的数据和信息。请查看以下部分,了解如何使用模板以及如何配置微件。

To learn how to create your own dashboard, check the dashboards document.

权限

  • In order to view the Actions templates, you need Viewer role in Insights.

筛选条件

In the upper right side of the template, there's the Filter option筛选器图标, from where you can sort by:

  • Catalog Name - with the possibility to choose from is any value, Day Off or PTO.
  • Creation Date - from where you can select a time-frame, using the dropdown list.

指标

该模板收集多个微件以显示基本数据。 第一行中有以下微件:

  • 已完成的操作
  • 待处理的操作
  • 未分配的操作
  • Average Unassigned Time - measured in minutes
  • Average Pending Time - measured in minutes
  • Average Completion Time - measured in minutes

第二行中有以下微件:

  • Actions by Priority - can have Critical, High, Medium or Low.
  • Actions by Type - can have Form, External, Document Validation, Document Classification, Data Labeling and App.

The last row shows you All Users Actions data. Here, you can see the Assignee User Name, Pending, and Completed statuses and the Average Completion Time in minutes.

对于每个微件,您可以在微件的右上角设置警示,或使用菜单选项访问各个选项。

Using the alert buttondocs image you can customize an alert with a Condition, Where to send the alert, Frequency and Time.

使用菜单按钮,您可以选择:

  • Explore from here - from where you are taken to a dashboard in order to have more in-depth data.
  • Download data - lets you download data in different formats selectable from the dropdown list, select Advanced data options (Results, Data values and Number of rows to include) and you can choose to Open in Browser or Download the results.
  • View - you can expand the widget for a better overview
  • Clear cache & refresh - clears the cache to help with errors, if any, and fetches the most recent data.
  • 权限
  • 筛选条件
  • 指标

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