- Overview
- Getting started
- Activities
- Insights dashboards
- (Preview) Document Understanding dashboard
- (Preview) Document Understanding Processes dashboard
- Document Understanding Process
- Quickstart tutorials
- Framework components
- ML packages
- Overview
- Document Understanding - ML package
- DocumentClassifier - ML package
- ML packages with OCR capabilities
- 1040 - ML package
- 1040 Schedule C - ML package
- 1040 Schedule D - ML package
- 1040 Schedule E - ML package
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - ML package
- ACORD125 - ML package
- ACORD126 - ML package
- ACORD131 - ML package
- ACORD140 - ML package
- ACORD25 - ML package
- Bank Statements - ML package
- Bills Of Lading - ML package
- Certificate of Incorporation - ML package
- Certificate of Origin - ML package
- Checks - ML package
- Children Product Certificate - ML package
- CMS 1500 - ML package
- EU Declaration of Conformity - ML package
- Financial Statements - ML package
- FM1003 - ML package
- I9 - ML package
- ID Cards - ML package
- Invoices - ML package
- Invoices Australia - ML package
- Invoices China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Payslips - ML package
- Passports - ML package
- Purchase Orders - ML package
- Receipts - ML package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Other Out-of-the-box ML Packages
- Public endpoints
- Traffic limitations
- OCR Configuration
- Pipelines
- OCR services
- Supported languages
- Deep Learning
- Data and security
- Licensing
Document Understanding User Guide
Before using the Insights Dashboards, make sure that you meet the following conditions:
- Enable Document Understanding™
and Insights services for your tenant.
Note: Insights dashboards are only available for Document Understanding and Insights on Automation Cloud™.
- You are using Studio v2022.10, or higher.
- You enabled in Studio the option for checking the telemetry data by going to Settings -> General → Telemetry → Send anonymous usage data.
- Have Robot send telemetry data.
- The Activities packages used in
your workflows must have one of the following versions:
- UiPath.IntelligentOCR.Activities v6.6.0, or higher.
- UiPath.DocumentUnderstanding.ML.Activities v1.17.0, or higher.
- UiPath.DocumentUnderstanding.Activities v2.2.1, or higher.
There are multiple ways to filter a dashboard. For an accurate and better understanding of the available options, let's go through all the options.
Filter a Document Understanding™ dashboard
Several options are available for filtering the data displayed in the dashboard:
- Period
- Seconds spent per document
- Reload the information
- Hide/Show filters
- Clear cache
- Download the available information
- Schedule a delivery
- Reset filters
- Select timezone
|
Option |
Description |
|---|---|
|
Period |
Select the time period for which the information is displayed.
|
|
Process name (available only for Document Understanding Processes) |
Select one, multiple, or all the processes to be taken into account when information in generated in the dashboard. |
|
Seconds spent per document |
Select the time a user spends on processing a document. |
|
Reload the information |
Refresh the available information. |
|
Hide/Show filters |
Choose if the filters are visible or not in the dashboard. |
| Clear cache |
Clear all data. |
|
Download the available information |
Download the information presented in the dashboard in a PDF or CSV format. |
|
Schedule a delivery |
Schedule a dashboard export recurrence (daily, monthly, weekly, or on a specific day). Available formats are PDF, CSV zip file, or PNG visualization. |
| Reset
filters
|
Reset all customized filters. |
|
Select timezone |
Choose the timezone to be used for all filters and options that are using date as reference. |
|
Viewer timezone (available only for Document Understanding Processes) | Choose the viewer timezone. |
You can customize the download of your dashboard information. Go to the menu icon, select the Download option, and customize it as needed.
Here are all available options for customizing a download:
- Paper Size - select the desired paper size: Fit page to dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, A5.
- Expand tables to show all rows - choose if all rows should appear or not in the export file. Large tables may render as plain text or limit displayed rows.
- Arrange dashboard tiles in a single column - all information is displayed one on top of the other.
You can also choose to:
- Open the file in Browser
- Download the file
Schedule a delivery
|
Tab |
Option |
Description |
|---|---|---|
|
Settings |
Schedule Name |
Name your scheduled delivery. |
|
Recurrence |
Set the recurrence period of your email delivery. | |
|
Time |
Set the time of the scheduled delivery. | |
|
Destination |
Set the destination of your scheduled delivery. | |
|
Email address |
Set the email address to which your dashboard information needs to be send. | |
|
Format |
Set the format of your scheduled delivery. | |
|
Test now |
Test the schedule delivery option. | |
|
Filters |
Period |
Set the time period for the information presented in the dashboard |
|
Seconds spent per document |
Set the amount of time a user spends processing a document. | |
|
Advanced options |
Custom Message |
Add a custom message to your scheduled delivery. |
|
Include links |
Include accessible links to your scheduled delivery. | |
|
Expand tables to show all rows | Choose if all rows should appear or not in the export. | |
|
Arrange dashboard tiles in a single column |
Choose if information should be displayed one on top of the other. | |
|
Paper size | Select the desired paper size: Fit page to dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, A5. | |
|
Delivery timezone | Choose the timezone to be used for your scheduled delivery. | |
|
Test now |
Test the settings for your scheduled delivery. |
