查看者的常见操作

先决条件

查看者在版本低于 2021.10 的 Insights 中执行操作的先决条件

• 在 Orchestrator 的左侧菜单中选择“见解”按钮，以转到“Insights”。

  

在 Insights 2022.10 中执行操作的查看者的先决条件

• 键入 Insights URL 并登录。

  

比较

操作	2021.10 版本之前的 Insights	Insights 2022.10
Downdload a dashboard as a pdf.	Select the More Actions button on the shared dashboard/ OOTB dashboard that you want to download. Then select Download PDF. Then, choose the paper size and the orientation. Then select Download. A viewer can also download a dashboard by selecting the dashboard itself. Then, select the More Actions button to view the download options. Then you can select the Download as a PDF button. Lastly, select the Download button again highlighted in red.	Navigate to the Tenant tab or UiPath Templates tab, depending on where the dashboard you want to download exists. Then, select the Download button. 您还可以通过选择仪表板图块本身来下载该仪表板。 Then, navigate to the three-dot dashboard actions menu in the upper right and select Download.
将仪表板下载为图像	Select the More Actions button on the shared dashboard/ OOTB dashboard that you want to download. Then select Download Image. A viewer can also download a dashboard by selecting the dashboard itself. Then, select the More Actions button to view the download options. Then you can select the Download Image button.	无法将仪表板下载为图像（可下载为 CSV 格式）。
查看人对人共享的仪表板	找到并选择与您共享的仪表板。	无法仅通过计划交付来实现人对人的实时仪表板共享。
查看与所有人共享的仪表板	找到已与所有人共享，因此已与查看者共享的仪表板。	Navigate to the Tenant tab to see dashboards shared with everyone. Simply select any of the dashboard tiles to view the dashboard.
查看与组共享的仪表板	Insights supports sharing dashboards with some groups. All Viewers (Consumers), Designers (Editors), Everyone, and Admins. Locate the dashboard that has been shared to the group. As a viewer, you will only be able to view the dashboard if it was shared to the Consumers group.	Insights only supports sharing with Everyone, via the Tenant tab. Navigate to the Tenant tab to view dashboards shared with Everyone. 然后，选择要查看的任何仪表板。
查看默认仪表板/UiPath 模板仪表板	Locate and select the default dashboard called Business ROI,Processes,Licensing,Queues, or Robots.	Navigate to the UiPath Templates tab to view dashboards shared in the UiPath Template tab. 然后，选择任意仪表板以查看 UiPath 模板仪表板。 To view the ROI template, the viewer also needs to have the ROI viewer permission.
与仪表板上的默认筛选条件进行交互	通过选择仪表板来导航到您要查看的仪表板。 然后，用户可以通过启用/禁用窗格右侧的筛选条件或从筛选条件列表中选择某些项目，从而在仪表板上使用默认筛选条件。	导航到您要与之交互的仪表板。 Next, you can interact with the default filters on the dashboard by selecting them. For example, the date and folder filters are default on the Processes dashboard in the UiPath Templates tab. 然后，选择仪表板右上角的蓝色重新加载按钮，以将筛选条件应用于仪表板。
交叉筛选	通过选择仪表板来导航到您要查看的仪表板。 A user can filter a dashboard by selecting the widgets themselves, which will apply that selection as a filter to the whole dashboard. Select the desired process in the Money Saved per Process widget to filter the entire dashboard by that process name, captured below. You can disable the filter by toggling the added filter off in the filters pane.	导航到您要与之交互的仪表板。 Then, select the specific areas of the tile that you would like to filter the entire dashboard on. Select a process in the Top 10 processes by #Run and Status to view the entire dashboard get filtered by that process. 新筛选条件将应用于整个仪表板。选择筛选条件旁边的“x”，以删除这些添加的筛选条件
从打开的仪表板导航到仪表板	要从打开的仪表板导航到另一个仪表板，查看者只需选择仪表板名称下拉菜单，然后搜索所需的仪表板，即可搜索另一个仪表板。 Optionally, select the Insights button. 然后选择所需的仪表板。	导航到您要与之交互的仪表板。 To navigate to another dashboard from an opened dashboard, select the three-dot menu in the top-right corner, and then choose Dashboards. Or you can select the UiPath Insights logo as well. 然后导航到您接下来要与之交互的仪表板。