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Save a published dashboard

  • Updated: 7/20/2021
    • Automation 360 v.x
    • Explore
    • RPA Workspace

Save a published dashboard

You can publish a Bot Insight business analytics dashboard that is generated for a task. You can also save a copy of the published dashboard when required.

Prerequisites

Ensure you have the AAE_Bot Insight Admin or AAE_Bot Insight Expert roles assigned to you.

Procedure

  1. Open the Bot Insight Window.
  2. Click the Business tab and search for the dashboard for which you want to save a copy of custom production dashboard.
  3. Select the dashboard from the search results.
    The selected dashboard appears
  4. Select the SaveAs from the Action menu to save the default Production dashboard as a Custom Production dashboard.
  5. In the Save Dashboard window, specify a name for the dashboard and click Okay.
    You can add widgets from the Visualizations menu to your custom production dashboard.

    You can add, delete, change visualization, apply filters, and so on to customize the dashboard.

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