Subscribe

UiPath Insights

The UiPath Insights Guide

Field Descriptions for the Insights Portal

The Analytics Tab

FieldDescription
Search

search
Locate existing dashboards that match your input. You can search by dashboard name, source, and/or owner.
Display SelectionUse 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 DashboardsAppears 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

FieldDescription
Dashboard NameSelect to edit the name of the dashboard.
Data SourceDisplays 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

FieldDescription
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 years 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.