Publishing a business analytics dashboard

Bot Insight enables you to publish a business analytics dashboard that is generated for a task. You can publish both the Custom and Default Business dashboards.

Note: When you customize a dashboard by changing the arrangement of widgets or graphs, you will see that the published dashboard does not retain the customization. To retain the changes, perform the following steps:
  1. Save the published dashboard as a custom published dashboard.
  2. Make the changes on the custom published dashboard and save it.

The custom published dashboard will then retain the changes you made.

Prerequisites

Before you publish a dashboard, ensure that the particular bot resides in the Public folder in the Control Room.

Procedure

  1. Open the dashboard that you want to publish.
  2. Customize the dashboard based on your requirements and verify the content and presentation formats.
  3. Click Publish on the toolbar.
  4. Specify a name for the dashboard, and then click Okay.
    The dashboard is now published and available to display the production data generated by the task. The dashboard updates the data each time a task runs in the production environment from the Control Room on a regular basis.
    In the Control Room, ensure that you deploy the bot in the Bot Runner device so that the published dashboards are populated with data.
    Note: Dashboard name cannot include angular brackets (< or >).