[RPA] Getting Started With UiPath Insights Cloud

Level of Difficulty: Beginner.

UiPath Insights is an RPA analytics solution that enables your business to track, measure, and manage the performance of your entire automation program. UiPath Insights can be used with a cloud orchestrator or a stand-alone orchestrator. If you have a stand-alone orchestrator, you can follow this guide to set up UiPath Insights. This post is specifically focused on setting up UiPath Insights on a cloud orchestrator.

What are the steps?

The steps that we will be following are:

1. Set up Insights (Licensing and Permissions)
2. Replicate Existing Dashboards from UiPath Templates (if needed)
3. Create and Edit New Dashboard

Setting up Insights

Let’s start by logging into the UiPath Cloud Platform.

You’ll need a license to use this product. If you don’t have an enterprise license, you may request a trial enterprise license by logging onto UiPath Cloud Platform, navigating to Admin > Licenses > Request Enterprise Trial

If you do have a license, you’ll need to ensure that Insights is enabled for your tenant. You can do this by navigating to Admin > Tenants then click on the three dots next to the appropriate tenant and select Tenant Settings:

Ensure that Insights are checked:

You should now see the Insights tab in the navigation pane on the left. If you don’t see it, try logging out and logging back in again. It sometimes takes a hot minute and a tad of patience:

Click on the Insights tab as seen above. You’ll need to ensure that you have Designer permissions by clicking on the three dots in the top right corner of the screen, next to the tenant name before selecting User Management:

Click on the edit pencil icon next to the relevant users and ensure that the Designer role is checked:

Replicating & Editing Existing UiPath Template Dashboards

Navigate back to Insights, where you should see UiPath Templates. Let’s start by replicating these dashboards into your My Dashboards by clicking on the copy icon, as seen below:

Give the dashboard a new title and click Save:

The replicated dashboard will open up and you can now customise it as needed, like adding a ‘Process Name‘ filter. To add the filter, you’ll need to edit the dashboard:

Then click on Filters and select Add Filter:

Expand the Jobs dataset and select Process Name:

From here, you can hit the Add Button:

The filter will now show up on your dashboard and you can save your changes by hitting the Save button:

If you navigate back to Insights > My Dashboards, you should now see your dashboard:

You may replicate this to a tenant level (the report will then show up in the Insights > Tenant tab) by clicking on the copy icon on the dashboard card and selecting Share with Tenant:

Creating a New Dashboard

Now let’s create a Human Time Saved dashboard. ‘Human Time Saved’ refers to the time that a human did not have to spend executing this process. In theory, for the duration of the process run (of an unattended process), the human did not have to touch the process, resulting in Human Time Saved equating to the duration of the process run.

Let’s start by creating a new dashboard:

Name it appropriately and hit Save. You’ll then be prompted to hit Edit Dashboard:

Let’s start editing the dashboard by adding a tile:

For Annual Human Time Saving (per Process), we will information from the Jobs dataset, so in this case, click on Jobs:

Give the Tile a name in the top left corner then expand the Jobs dataset:

Expand Creation Date and select Year. Then Click on Process Name and Total Run Time in Seconds, before hitting Run:

Select the Visualization to change the way that the data is presented:

Now let’s add a filter to make sure that we are only calculating human time saved for Unattended processes. To do this, let’s filter Robot Type by Unattended. Hover Over Robot Type and click on Filter by Field:

You can now hit Save:

You should be returned to your dashboard where you can continue adding tiles and before clicking Save:

Setting up Alerts

Insights allows us the ability to trigger an alert when a ‘pre-defined’ event occurs, based on some condition. For instance, if the Annual Human Time Saving (per Process) goes above 5 seconds, I would like to receive an email. We can set that up on the dashboard by clicking on the Alert icon on a specific tile (visible when hovering over the tile), on the existing dashboard:

Enter the relevant information and hit Save Alert:

You should now see that an alert has been created on the tile when you hover over it:

When the alert condition is met (including the time trigger), the email will be sent and will look something like this:

Need help? Feel free to drop a comment below or reach out to me via email, jacqui.jm77@gmail.com