Viewing Bot Insight dashboards

The Bot Insight dashboards provide customizable widgets for you to gain insights in specific scenarios. You can view information about your bots on the Bot Insight dashboards from the Control Room.

Prerequisites

To view the published business dashboards, you must have a custom role defined with the View my bots and Check in permissions to the folder that contains the corresponding tasks.

When you tag variables for analytics in a task and then run the task, Bot Insight generates the analytics dashboard. By default, the system-generated dashboard has the same name as that of the task. You can customize this dashboard to your requirements.

Business analytics provide information on the transactional analytics for data that is logged by the variable tagged in a task. The information provided can be about total sales in a month, invoice, payment trends, new customer insights, or quote-to-order ratio. You can select your dashboard from the Select a Dashboard drop-down menu to view the analytics.

Bot Insight provides the following dashboards:
  • Configure

    The system-generated dashboards are available in the Configure tab in the Bot Insight window.

  • Analyze

    The customized dashboards can be published and are available in the Analyze tab in the Bot Insight window.

  • Operation

    The Operation dashboard provides information about bots that are created, deployed, or scheduled to run across different Bot Runner machines. You can use the information to enhance productivity and take measures based on real-time information for RPA deployments.

Procedure

  1. Log in to the Control Room with one of the following roles:
    • AAE_Bot Insight Admin
    • AAE_Bot Insight Expert
    • AAE_Bot Insight Consumer
  2. Click Explore Bot Insight from the Insights tab.
    The Bot Insight dashboard appears in a new window.