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  4. Assembling Dashboards

Assembling Dashboards

Arrange important widgets on a dashboard.

Before You Begin

  • Ask an organization administrator in Access Management to assign you the required permissions:

    Action RPA Permission Deprecated RPA Permission

    Open the Dashboard module.

    RPA Operations Viewer, RPA Operations Manager, RPA Administrator

    Dashboard Open

    Manage dashboards.

    RPA Operations Manager, RPA Administrator

    Dashboard Administration

Create a Dashboard

Create a dashboard that shows you the progress of your automation management within a defined time period on one page.

  1. In the Private Dashboards view of the Dashboard module, click Create.

  2. Complete the form Create a Private Dashboard and click OK.

  3. In your new dashboard, click Add Widget and select one from the Dropdown.

  4. Repeat the previous step until you added all necessary widgets.

  5. Arrange the widgets by dragging and dropping them onto the dashboard.

  6. Configure widgets by clicking on the Configure icon.

  7. Click on the time frame string in the header of the page to adjust the time interval of the retrieved data.

  8. Click Save

Publish a Dashboard

Publish a Dashboard to share it with your colleagues. Published dashboards are copied and not synched with the private dashboards they are derived from.

  1. In the Private Dashboard view of the Dashboard module, click the Publish icon in the row of the dashboard you want to publish.