insights

2024.10

false

Release Notes
- 2024.10.0
- 2024.10 Upgrade Cheat Sheet
  - Common Actions for Viewers
  - Common Actions for Designers
  - Common Formulas
  - Visualizations
Getting Started
- About Insights
- Insights Data Model
Access and Permissions
- Granting Permissions
Installation and Upgrade
Interacting with Insights
Historical data export
- Export Data Via Deploying an SSIS Package
Logs
- Configuring log rules
- Log Collector
Performance and Scalability
- Performance and Scalability

Insights

DELIVERY:

Last updated Dec 15, 2025

Common Actions for Designers

Prerequisites

Prerequisite for Designers to Perform Actions in Insights <2021.10

A user needs to select the Insights button in the left menu of Orchestrator to get to Insights.

Prerequisite for Designers to Perform Actions in Insights 2023.4

Type in the Insights URL and log in.

Comparison

Action	Insights <2021.10	Insights 2023.4
Set alerts (Anomaly detection)	Select the dashboard that has the metric you want to set an alert for. Select the Edit Dashboard button on the dashboard to launch the Insights Portal. In the Insights portal, select the Options menu associated with the widget you want to add an alert for. Then select Add to Pulse. You can adjust the name and the alert condition. Select Automatic to add an alert using the anomaly detection algorithm. You can also select Advanced and edit any of the other options. Here you can add a filter to the metric. Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, select the last tab to add a message to the notification and choose how to notify the users.	Anomaly detection not available.
Set alerts (threshold)	Select the dashboard that has the metric you want to set an alert for. Select the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal. In the Insights portal, select the Options menu associated with the KPI you want to add an alert for. Then select Add to Pulse. You can adjust the name and the alert condition. Select Threshold to choose to send an alert using a threshold and set the condition for the alert. You can also select Advanced and edit any of the other options. Here you can add a filter to the metric. Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, select the Wi-Fi symbol to add a message to the notification and choose how to notify the users.	To set an alert, navigate to the dashboard that you want to set an alert for. Hover over the tile that you want to add an alert for. Select the tile’s bell icon to set an alert. Now you can choose the exact threshold and condition to trigger the alert. Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data for changes (and to send an alert notification if the alert conditions are met). Then select Save.
Set alerts (Always alert)	Select the dashboard that has the metric you want to set an alert for. Select the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal. In the Insights portal, select the Options menu associated with the KPI you want to add an alert for. Then, select Add to Pulse. You can adjust the name and the alert condition. Select Always to choose to send an alert after each build regardless of if the value has changed. You can also select Advanced and edit any of the other options. Here you can add a filter to the metric. Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification. Lastly, select on the Wi-Fi symbol to add a message to the notification and choose how to notify the users.	Always alerts not available.
Create Dashboard	Select Create dashboard to create a new dashboard. If you are already in the Insights Portal, select the Options button. Lastly, name the dashboard and select Create.	Select Create New Dashboard to create a new dashboard. Then, choose a name for your dashboard and select Save.
Edit Dashboard	You can also edit a dashboard by selecting the pencil icon on the dashboard when it is opened in Orchestrator, which will launch the dashboard in edit mode in the Insights portal. Select the More Actions button on the dashboard that you would like to edit. Select Edit Dashboard, and then you can edit the dashboard in the Insights Portal.	To edit a dashboard, first select the dashboard you want to edit. Select the three-dot dashboard actions menu on the top right side of the dashboard. Then, select Edit Dashboard.
Edit A Tile	Select the More Actions button next to the dashboard that you would like to edit. Then select Edit Dashboard. Then, select the Edit Widget button (pencil) on the widget you would like to edit. Optionally, you can edit a widget by first selecting the dashboard, and then selecting the pencil on the widget you would like to edit. Lastly, if you are inside the Insights Portal, select the dashboard that contains the widget you want to edit. Then, select the pencil on the widget you would like to edit.	To edit a tile, first select the dashboard you want to edit. Select on the three-dot dashboard actions menu on the top right side of the dashboard. Select Edit Dashboard. Now you can edit a tile. Select the three-dot menu on any specific tile, and then select Edit. Now you can edit the tile and, finally, select Save.
Copy templates	Select the More Actions button next to the default dashboard that you would like to edit to enter the Insights Portal. Open the folder that contains the shared default dashboards. Select the default dashboard that you want to copy. Select the More Actions menu and then Duplicate. Optionally, you can also hover over the default dashboard that you would like to copy and select the More Actions button. Select Duplicate to create a copy of the dashboard	To copy a template, navigate to the UiPath Templates tab. Select the Copy button to copy the template. Give the new dashboard a title and select Save.
Copy dashboard	Select the More Actions menu next to the dashboard that you would like to copy. Then select Edit to enter the Insights portal. Select the dashboard you want to copy. Select the Options menu on the dashboard and then Duplicate. Optionally, you can also hover over the dashboard that you would like to copy and select the More Actions button. Select Duplicate to create a copy of the dashboard.	To copy a dashboard, navigate to the desired dashboard tile. Select the Share/Duplicate button. Select Duplicate to make a copy.
Export dashboard (as `.dash` file)	Select the More Options menu next to the dashboard that you would like to export. Then select Edit to enter the Insights portal. You can export this dashboard by selecting the Options menu button in the upper right. Select Export. Optionally, you can also select the More Actions button on the dashboard that you would like to export as a `.dash` file. Then select Export.	Cannot currently export a dashboard as a `.dash` file.
Import a dashboard (as `.dash` file)	Once inside the Insights portal, select the Options ( +) button. Then select Import dashboards. Locate the file path of where the dashboard was saved as a .dash file, and then select Open. Then select OK to import the dashboard.	Cannot currently import a dashboard as a `.dash` file
Forecasting	Once inside the Insights Portal, select the dashboard that contains the widget you want to add forecasting to. Select Edit on the widget that you want to add forecasting to. To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, select the More Options button and select Duplicate. If a break-by is set on the widget, make sure to delete it by selecting the Delete button. Select the settings menu next to the copied value, and select Regression. You can choose the regression that fits to the chart. select Save, and it will get applied.	To add forecasting to a dashboard, navigate to the desired dashboard tile. Select Edit on the widget that you want to add forecasting to. You can only add forecasting to the following visualization types: Column, Bar, Scatterplot, Line, and Area. You can support rendering forecasted data to the following text and table charts: Table, Table Legacy, Single record, and Word Cloud. To add forecasting to the visualization, make sure you have exactly one timeframe dimension with dimension fille enabled. Also, include at least one measure or custom measure (a forecast can include up to five measures). Select the forecasting button to add Forecasting. Then select the Select Field's drop-down to select the measure that you want to add forecasting to. Add the Length to include the length of time for which to forecast data values. Lastly, select Run to see the forecasted results.
Exploration paths	Once inside the Insights Portal, select the dashboard that you would like to add an exploration path to. Then select the Options button on the dashboard and then Exploration Paths. Then, exploration paths will be enabled for all users of this dashboard, and the dashboard will refresh.	Exploration paths are not available.
Delete dashboard	Once inside the Insights Portal, select the dashboard that you would like to delete. Then select the Options button on the top right of the dashboard, and then choose Delete Dashboard. Optionally, you can hover over the dashboard in the left dashboard pane, and select the More Actions button and then Delete.	Locate the dashboard in the My Dashboards or Tenant tab and select the Delete button. Optionally, select the specific dashboard you want to delete. Then, select the dashboard actions menu in the top-right corner of the dashboard, and select Move to Trash. Lastly confirm the deletion by selecting Move to trash.
Dashboard schedules	Once inside the Insights Portal, select the dashboard that you would like to schedule to be sent (this is not applicable for the default dashboards). To schedule a default dashboard, first make a copy of it. Select the Share button. Enter the names, email addresses, or groups that you want to share the report with. Choose whether you want to send the dashboard as an email report or a `.pdf` attachment. Then modify the time zone and the recurrence to send the dashboard. Optionally you can select the More Actions button next to the dashboard in the dashboard pane and then Share. Enter the names, email addresses, or groups that you want to share the report with. Choose whether you want to send the dashboard as an email report or a `.pdf` attachment. Enter the frequency and time at which email reports are sent.	To schedule a dashboard, first open the dashboard you would like to schedule. Select the dashboard actions menu in the top-right corner of the dashboard and then select Schedule Delivery. Select the recurrence, time, email addresses, and format. You can send reports to any email address, even to users with no Insights or Orchestrator access. You can also add more filters. Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then select Save.
Share a dashboard with another user inside the product	Once inside the Insights Portal, select the dashboard that you would like to share. Select the Share button on the dashboard. Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. Select Save and the dashboard will be shared. Optionally, select the More Actions button next to the dashboard that you want to share. Select Share. Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard. Select Save and the dashboard will be shared.	You cannot share a dashboard with one person directly inside of the product. You can achieve this with scheduling a delivery.
Share a dashboard with everyone who has Insights access on the tenant	Once inside the Insights Portal, select the dashboard that you would like to share. Select the Share button on the dashboard. Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter `[Tenant Name]-Consumer`. To share with all users and groups that have Designer permissions, enter `[Tenant Name]-Editor`. Select Save, and the dashboard will be shared Optionally, select the More Actions button next to the dashboard that you want to share. Select Share. Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter `[Tenant Name]-Consumer`. To share with all users and groups that have Designer permissions, enter `[Tenant Name]-Editor`. Select Save, and the dashboard will be shared.	To share a dashboard with everyone who has access on the tenant, first locate the dashboard you want to share in the My Dashboards tab and select the Share/Duplicate button. Select Share with Tenant to share the dashboard with the tenant.
Create folders for dashboard sorting	Once inside the Insights Portal, select the Options button in the Dashboards pane. Select New Folder. Edit the name for the new folder and then select the green check to save the folder. To add a dashboard to the folder, select the More Actions button next to the folder and then New Dashboard.	Creating folders for dashboard sorting is not currently available.
Add filter to custom dashboard	From the Insights portal, select the dashboard that you want to add a filter to. On the right side of the dashboard, select the Options button in the filters pane. Add the filter you want to the dashboard and select OK.	Navigate to the dashboard that you want to add a filter to. Then, edit the dashboard. Now you can add a filter to the dashboard. select Filters and then Add Filter. Add the field you want to filter the dashboard with. Edit the title for the filter, the way the filter is presented, and the values. Lastly, choose which tiles should be filtered by this new field and select Add.
Process baselines/ROI dashboard	Once inside the Insights Portal, select the Business ROI Dashboard under the OOTB folder. Make a copy of this to own it locally. Scroll to the Process Baselines widget and select Edit. From the Design menu, select the Tabular radio button. Enter the corresponding Manual Time(min) and Hourly Cost values for all processes. You can also add in more custom columns and lastly select Apply to confirm and save your changes.	To access anything related to the ROI Dataset, you will also need ROI editor permissions. First, make a copy of the Business ROI template. Then edit the dashboard itself. Add a visualization tile or open up an existing tile. select the Process Manual Values or Queue Manual Values explore.
Suggested fields when building widget	Once inside the Insights Portal, edit a dashboard or create a new dashboard. Select the Add Widget button. Here you can see the suggested fields when building a widget.	Not available in Insights 2023.4.
Building a dashboard with custom fields from Robot Logs and Queues	Once inside the Insights Portal, create a new dashboard or edit an existing one. Select Select Data and choose the available tenant data source. Custom variables that have been added via the Add Log Fields activity are found in a new table created in Insights containing those custom fields with the title Process- <your process name>. These custom fields are extracted from the raw message and added to the table in the `RawMessage_CustomfieldName` format. Locate the process to see the custom variables. If custom fields are detected by Insights in a queue, a custom table is created in the data model called Queue-<your queue name>. The fields will be identified via the input they were stored in: Custom variables that have been added via the Add Queue Item in the ItemInformation property will be named SpecificData_<yourfieldname>. Custom variables that have been added via the Set Transaction Status activity are found in AnalyticsData_<yourfieldname> if they were stored under the analytics property, or Output_<yourfieldname> if they were stored under the Output property.	Navigate to the dashboard that you want to add custom variables to or create a new dashboard. Edit the dashboard. Then add a new tile. Choose the explore that contains the custom variable you want to use. All extracted variables for a specific Process should appear in an explore named Process - ProcessName, and all extracted variables for a specific Queue should appear in an explore named Queue- QueueName. In the ProcessName view, you can select the custom fields that were extracted.
Add value labels to visualizations	Once inside the Insights Portal, select the dashboard with the visualizations that you want to add value labels to. Select the Edit button next to the desired widget. Turn on the value label for the widget and select Apply. You can add total values where the values appear at the top of each column or relative values where the values are broken down.	Navigate to the dashboard that you want to add value labels to the visualization. Edit the dashboard. Then edit the tile you want to add value labels to. Select the Edit/Gear icon and navigate to the Values tab. Turn on value labels by selecting the text that says `Value Labels` and then select Save.
Add title to widget	Once inside the Insights Portal, select the dashboard with the widget that you want to add a title to, or create a new widget in. To add a title for a new widget, create a new widget and then add the title. To edit the title of an existing widget, select the pencil icon next to the widget. Select the current name and replace it with the name you desire and select Apply.	To add a title to a tile, first navigate to a dashboard and edit the dashboard. Add a new tile as a visualization. Choose the explore you want to use for your visualization. Replace the word `Untitled` with the new title you want to use. To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. select the tile’s title, replace the text, and select Save.
Add description to widget	Once inside the Insights Portal, select the dashboard that you want to add a widget’s description to. To edit a description of an existing widget, select the pencil next to the widget. Select the information button and start typing a description. Select Apply to save the changes.	To add a description to a tile, fist navigate to the dashboard where the tile occurs. Then edit the dashboard. Select the three-dot button (Edit Tile button) on the tile and then select Add Note. Enter the description you want in the note text field and adjust the display location. Select Add.

Action

Insights <2021.10

Insights 2023.4

Set alerts (Anomaly detection)

Select the dashboard that has the metric you want to set an alert for.

Select the Edit Dashboard button on the dashboard to launch the Insights Portal.

In the Insights portal, select the Options menu associated with the widget you want to add an alert for.

Then select Add to Pulse.

You can adjust the name and the alert condition. Select Automatic to add an alert using the anomaly detection algorithm.

You can also select Advanced and edit any of the other options. Here you can add a filter to the metric.
Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.

Lastly, select the last tab to add a message to the notification and choose how to notify the users.

Anomaly detection not available.

Set alerts (threshold)

Select the dashboard that has the metric you want to set an alert for.

Select the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal.

In the Insights portal, select the Options menu associated with the KPI you want to add an alert for.

Then select Add to Pulse.

You can adjust the name and the alert condition. Select Threshold to choose to send an alert using a threshold and set the condition for the alert.

You can also select Advanced and edit any of the other options. Here you can add a filter to the metric.

Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.

Lastly, select the Wi-Fi symbol to add a message to the notification and choose how to notify the users.

To set an alert, navigate to the dashboard that you want to set an alert for.

Hover over the tile that you want to add an alert for.

Select the tile’s bell icon to set an alert.

Now you can choose the exact threshold and condition to trigger the alert.

Then add the emails to send the alert to and edit the frequency. The frequency sets how often Insights will check the data for changes (and to send an alert notification if the alert conditions are met). Then select Save.

Set alerts (Always alert)

Select the dashboard that has the metric you want to set an alert for.

Select the Edit Dashboard button (pencil icon) on the dashboard to launch the Insights portal.

In the Insights portal, select the Options menu associated with the KPI you want to add an alert for.

Then, select Add to Pulse.

You can adjust the name and the alert condition. Select Always to choose to send an alert after each build regardless of if the value has changed.

You can also select Advanced and edit any of the other options. Here you can add a filter to the metric.

Select the People tab and enter the names, email addresses, or groups that you want to receive the pulse notification.

Lastly, select on the Wi-Fi symbol to add a message to the notification and choose how to notify the users.

Always alerts not available.

Create Dashboard

Select Create dashboard to create a new dashboard.

If you are already in the Insights Portal, select the Options button.

Lastly, name the dashboard and select Create.

Select Create New Dashboard to create a new dashboard.

Then, choose a name for your dashboard and select Save.

Edit Dashboard

You can also edit a dashboard by selecting the pencil icon on the dashboard when it is opened in Orchestrator, which will launch the dashboard in edit mode in the Insights portal.

Select the More Actions button on the dashboard that you would like to edit.

Select Edit Dashboard, and then you can edit the dashboard in the Insights Portal.

To edit a dashboard, first select the dashboard you want to edit.

Select the three-dot dashboard actions menu on the top right side of the dashboard.

Then, select Edit Dashboard.

Edit A Tile

Select the More Actions button next to the dashboard that you would like to edit.

Then select Edit Dashboard.

Then, select the Edit Widget button (pencil) on the widget you would like to edit.

Optionally, you can edit a widget by first selecting the dashboard, and then selecting the pencil on the widget you would like to edit.

Lastly, if you are inside the Insights Portal, select the dashboard that contains the widget you want to edit.

Then, select the pencil on the widget you would like to edit.

To edit a tile, first select the dashboard you want to edit.

Select on the three-dot dashboard actions menu on the top right side of the dashboard.

Select Edit Dashboard.

Now you can edit a tile. Select the three-dot menu on any specific tile, and then select Edit.

Now you can edit the tile and, finally, select Save.

Copy templates

Select the More Actions button next to the default dashboard that you would like to edit to enter the Insights Portal.

Open the folder that contains the shared default dashboards.

Select the default dashboard that you want to copy.

Select the More Actions menu and then Duplicate.

Optionally, you can also hover over the default dashboard that you would like to copy and select the More Actions button.

Select Duplicate to create a copy of the dashboard

To copy a template, navigate to the UiPath Templates tab.

Select the Copy button to copy the template.

Give the new dashboard a title and select Save.

Copy dashboard

Select the More Actions menu next to the dashboard that you would like to copy. Then select Edit to enter the Insights portal.

Select the dashboard you want to copy.
Select the Options menu on the dashboard and then Duplicate.

Optionally, you can also hover over the dashboard that you would like to copy and select the More Actions button.

Select Duplicate to create a copy of the dashboard.

To copy a dashboard, navigate to the desired dashboard tile.

Select the Share/Duplicate button.

Select Duplicate to make a copy.

Export dashboard (as .dash file)

Select the More Options menu next to the dashboard that you would like to export. Then select Edit to enter the Insights portal.

You can export this dashboard by selecting the Options menu button in the upper right.

Select Export.

Optionally, you can also select the More Actions button on the dashboard that you would like to export as a .dash file.

Then select Export.

Cannot currently export a dashboard as a .dash file.

Import a dashboard (as .dash file)

Once inside the Insights portal, select the Options ( +) button.

Then select Import dashboards.

Locate the file path of where the dashboard was saved as a .dash file, and then select Open.

Then select OK to import the dashboard.

Cannot currently import a dashboard as a .dash file

Forecasting

Once inside the Insights Portal, select the dashboard that contains the widget you want to add forecasting to.

Select Edit on the widget that you want to add forecasting to.

To add forecasting to the visualization, duplicate the value that you would like to forecast. To do so, select the More Options button and select Duplicate.

If a break-by is set on the widget, make sure to delete it by selecting the Delete button.

Select the settings menu next to the copied value, and select Regression.

You can choose the regression that fits to the chart. select Save, and it will get applied.

To add forecasting to a dashboard, navigate to the desired dashboard tile.
Select Edit on the widget that you want to add forecasting to. You can only add forecasting to the following visualization types: Column, Bar, Scatterplot, Line, and Area. You can support rendering forecasted data to the following text and table charts: Table, Table Legacy, Single record, and Word Cloud.
To add forecasting to the visualization, make sure you have exactly one timeframe dimension with dimension fille enabled. Also, include at least one measure or custom measure (a forecast can include up to five measures).
Select the forecasting button to add Forecasting. Then select the Select Field's drop-down to select the measure that you want to add forecasting to. Add the Length to include the length of time for which to forecast data values.
Lastly, select Run to see the forecasted results.

Exploration paths

Once inside the Insights Portal, select the dashboard that you would like to add an exploration path to.

Then select the Options button on the dashboard and then Exploration Paths.

Then, exploration paths will be enabled for all users of this dashboard, and the dashboard will refresh.

Exploration paths are not available.

Delete dashboard

Once inside the Insights Portal, select the dashboard that you would like to delete.
Then select the Options button on the top right of the dashboard, and then choose Delete Dashboard.

Optionally, you can hover over the dashboard in the left dashboard pane, and select the More Actions button and then Delete.

Locate the dashboard in the My Dashboards or Tenant tab and select the Delete button.

Optionally, select the specific dashboard you want to delete.

Then, select the dashboard actions menu in the top-right corner of the dashboard, and select Move to Trash. Lastly confirm the deletion by selecting Move to trash.

Dashboard schedules

Once inside the Insights Portal, select the dashboard that you would like to schedule to be sent (this is not applicable for the default dashboards). To schedule a default dashboard, first make a copy of it.
Select the Share button.

Enter the names, email addresses, or groups that you want to share the report with.

Choose whether you want to send the dashboard as an email report or a .pdf attachment. Then modify the time zone and the recurrence to send the dashboard.

Optionally you can select the More Actions button next to the dashboard in the dashboard pane and then Share.

Enter the names, email addresses, or groups that you want to share the report with.

Choose whether you want to send the dashboard as an email report or a .pdf attachment. Enter the frequency and time at which email reports are sent.

To schedule a dashboard, first open the dashboard you would like to schedule.

Select the dashboard actions menu in the top-right corner of the dashboard and then select Schedule Delivery.

Select the recurrence, time, email addresses, and format. You can send reports to any email address, even to users with no Insights or Orchestrator access.

You can also add more filters.

Lastly, you can add a custom message, edit the paper size, and the delivery time zone. Then select Save.

Share a dashboard with another user inside the product

Once inside the Insights Portal, select the dashboard that you would like to share.
Select the Share button on the dashboard.

Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard.

Select Save and the dashboard will be shared.
Optionally, select the More Actions button next to the dashboard that you want to share.

Select Share.

Enter the names that you would like to share the dashboard with. You can also give the user the right to view, edit, or own the dashboard.

Select Save and the dashboard will be shared.

You cannot share a dashboard with one person directly inside of the product. You can achieve this with scheduling a delivery.

Share a dashboard with everyone who has Insights access on the tenant

Once inside the Insights Portal, select the dashboard that you would like to share.
Select the Share button on the dashboard.

Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter [Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor.

Select Save, and the dashboard will be shared
Optionally, select the More Actions button next to the dashboard that you want to share.

Select Share.

Enter the group called Everyone to share the dashboard with everyone. To share with all users and groups that have Viewer permissions, enter [Tenant Name]-Consumer. To share with all users and groups that have Designer permissions, enter [Tenant Name]-Editor.

Select Save, and the dashboard will be shared.

To share a dashboard with everyone who has access on the tenant, first locate the dashboard you want to share in the My Dashboards tab and select the Share/Duplicate button.

Select Share with Tenant to share the dashboard with the tenant.

Create folders for dashboard sorting

Once inside the Insights Portal, select the Options button in the Dashboards pane.

Select New Folder.

Edit the name for the new folder and then select the green check to save the folder.

To add a dashboard to the folder, select the More Actions button next to the folder and then New Dashboard.

Creating folders for dashboard sorting is not currently available.

Add filter to custom dashboard

From the Insights portal, select the dashboard that you want to add a filter to.

On the right side of the dashboard, select the Options button in the filters pane.

Add the filter you want to the dashboard and select OK.

Navigate to the dashboard that you want to add a filter to.

Then, edit the dashboard.

Now you can add a filter to the dashboard. select Filters and then Add Filter.

Add the field you want to filter the dashboard with.

Edit the title for the filter, the way the filter is presented, and the values.

Lastly, choose which tiles should be filtered by this new field and select Add.

Process baselines/ROI dashboard

Once inside the Insights Portal, select the Business ROI Dashboard under the OOTB folder.
Make a copy of this to own it locally.

Scroll to the Process Baselines widget and select Edit. From the Design menu, select the Tabular radio button. Enter the corresponding Manual Time(min) and Hourly Cost values for all processes. You can also add in more custom columns and lastly select Apply to confirm and save your changes.

To access anything related to the ROI Dataset, you will also need ROI editor permissions. First, make a copy of the Business ROI template.

Then edit the dashboard itself.

Add a visualization tile or open up an existing tile. select the Process Manual Values or Queue Manual Values explore.

Suggested fields when building widget

Once inside the Insights Portal, edit a dashboard or create a new dashboard.
Select the Add Widget button.

Here you can see the suggested fields when building a widget.

Not available in Insights 2023.4.

Building a dashboard with custom fields from Robot Logs and Queues

Once inside the Insights Portal, create a new dashboard or edit an existing one.

Select Select Data and choose the available tenant data source.

Custom variables that have been added via the Add Log Fields activity are found in a new table created in Insights containing those custom fields with the title Process- <your process name>. These custom fields are extracted from the raw message and added to the table in the RawMessage_CustomfieldName format. Locate the process to see the custom variables.

If custom fields are detected by Insights in a queue, a custom table is created in the data model called Queue-<your queue name>. The fields will be identified via the input they were stored in:
Custom variables that have been added via the Add Queue Item in the ItemInformation property will be named SpecificData_<yourfieldname>.
Custom variables that have been added via the Set Transaction Status activity are found in AnalyticsData_<yourfieldname> if they were stored under the analytics property, or Output_<yourfieldname> if they were stored under the Output property.

Navigate to the dashboard that you want to add custom variables to or create a new dashboard.
Edit the dashboard.
Then add a new tile.
Choose the explore that contains the custom variable you want to use. All extracted variables for a specific Process should appear in an explore named Process - ProcessName, and all extracted variables for a specific Queue should appear in an explore named Queue- QueueName.

In the ProcessName view, you can select the custom fields that were extracted.

Add value labels to visualizations

Once inside the Insights Portal, select the dashboard with the visualizations that you want to add value labels to.

Select the Edit button next to the desired widget.

Turn on the value label for the widget and select Apply.

You can add total values where the values appear at the top of each column or relative values where the values are broken down.

Navigate to the dashboard that you want to add value labels to the visualization.

Edit the dashboard.

Then edit the tile you want to add value labels to.

Select the Edit/Gear icon and navigate to the Values tab.

Turn on value labels by selecting the text that says Value Labels and then select Save.

Add title to widget

Once inside the Insights Portal, select the dashboard with the widget that you want to add a title to, or create a new widget in.
To add a title for a new widget, create a new widget and then add the title.

To edit the title of an existing widget, select the pencil icon next to the widget.

Select the current name and replace it with the name you desire and select Apply.

To add a title to a tile, first navigate to a dashboard and edit the dashboard.

Add a new tile as a visualization.

Choose the explore you want to use for your visualization.
Replace the word Untitled with the new title you want to use.

To replace an existing tile’s title, navigate to the dashboard, edit the dashboard, and edit the tile. select the tile’s title, replace the text, and select Save.

Add description to widget

Once inside the Insights Portal, select the dashboard that you want to add a widget’s description to.
To edit a description of an existing widget, select the pencil next to the widget.
Select the information button and start typing a description.