[MUSIC PLAYING]
MICHELLE YUROVKSY: Hi.
This is Michelle Yurovksy, Product Lead
for Analytics at UiPath.
And today, I'll be giving you a quick overview of Insights,
our analytics product.
So as you can see, this is the home page of Insight.
And we've pre-provided you four templates.
Processes, Queues, and Robots are
for more operational side of analytics,
for things like the number of automations run, success rate,
how many transactions have completed,
how many hours your robots have worked.
And the ROI template is a way for you
to get started calculating the business benefits that you've
received from RPA.
So let's take a look at the Processes templates.
This template is all about deployment health.
You can see quick measures like the number of processes
that have run, average job duration, as well
as any long jobs.
Success rate of your automation, which
is the number one metric you'd like
to look at to make sure that your deployment is running
smoothly, a breakdown of your processes by status.
A very important metric here, top
10 processes with faulted jobs.
This let's you know if there's any job that
happens to be erroring out more than the rest and a way
to drill down into those errors.
So any time that you have a dashboard
and you have key KPIs that you're interested in,
but you don't want to have to keep coming back
to the dashboard to check on them, you can set an alert.
You can see here, I've already set an alert on success rate.
Let's take a look at it.
Now, my alert here is that when the success
rate is greater than 90, it should send me an email.
And the frequency with which this should evaluate
is every day.
You can obviously customize this, and the time [INAUDIBLE]..
You can add alerts on to any single value metric, or even
any other type of widget like this.
Other things you can do here to make sure
that you're staying informed is to schedule
the delivery of the template.
Now, this can be done with any template or even any dashboard
you've created yourself.
You can pick the recurrence of the schedule,
pick the time, destination.
For now it's just email, but this may extend later.
By default, the email that will be set
is the email of the user that schedules
the dashboard for delivery.
You can change this to any email that you want.
It does not have to be someone who's
a user of this tenant of Insights.
It doesn't even have to be someone who is
a member of Automation Cloud.
This is your way to send dashboards
to people who need to stay informed without having
to have them go through adding themselves to the system,
accessing the system.
They can just get a nice PDF, or CSV,
or PNG of this dashboard in their inbox.
So think something like sending to an IT manager,
or even sending a business dashboard to a CFO.
These are the pre-existing filters which you can change.
You can also write a custom message, pick the paper size,
and even pick the delivery time zone.
And the last thing you can do for any of these tiles
is to download the data which will download as a CSV.
Or you can explore from here, which
is a way for you to expand on the data
without affecting this current dashboard.
So let's go back to our home page.
Now, these are the templates as I mentioned.
If you'd like to customize them, you
are free to make a copy of any of these templates
to your dashboard.
Now, you can see here, I've already
made quite a few copies.
If we just click into one of them,
you'll see it is an exact replica of the template.
But now, this is mine to customize as I see fit.
So if you'd like to make any changes to this dashboard--
if you want to add a new tile, you can do that.
If you'd like to add a text block, you can do that.
If you want to change the filters,
you can do that as well.
And then once you're done, you can come back
to your home page.
And you have the option to share this dashboard
with your tenant.
A tenant is everyone who has access to Insights.
This is a way for you to create your own company out-of-the-box
dashboard, leveraging our templates as a starting point.
Now, you don't have to use our templates
as a starting point at all.
If you would like to start from scratch,
you can just create a new dashboard,
give it a dashboard name.
And now this is yours.
This will give you an empty dashboard
and you can get started.
Now, the last thing that I'm going to show you here
is the ROI Dataset.
So keep in mind, this can only be configured by admin.
Now, let's take a look at what the ROI Dataset is.
So the ROI Dataset page is a place
where your admin can enter in manual time
in minutes, as in how long it would take a human
to complete one iteration of the process, hourly cost for them
to do so, and then up to 10 custom
business benefits that you would like to measure,
or calculations you'd like to have as part
of your formulas for ROIs.
So you can enter these values in per process or per queue.
So queues are using transactions,
and you don't want to be calculating
ROI for processes that use queues in the same way.
Because multiple transactions make up one process.
Whereas, some processes, you just
want to measure end-to-end, as one.
So if we take a look at these processes,
we'll see we've entered a lot of values here.
And if we wanted to add one more custom column,
we'll just do it this way.
Now my column is added with default values of 1.
Keep in mind, when you go back to the ROI template, which
we'll do in second, all of the template calculations
are done per process, not per queue.
So if you'd like to edit those and use queues,
you'll just have to make some formula adjustments.
And the templates only use these two default columns.
So we have another video where you
can see how to configure the ROI Datasets,
so I suggest you check that out.
Let's go back and take a look at our dashboard.
Now, this is the ROI template.
This is where you can get started calculating
time and money savings.
So all of those calculations that you'd like to customize,
you could easily do by making a copy of this template
and then adding all of those custom columns
you've added to the formulas.
Let's quickly take a look at what that would look like.
We'll make a copy here, and it'll
take me right to the copy.
Now, if we'd like to edit this dashboard,
we will edit the time saved calculation.
And here, it'll take you to an Explorer page.
So this is the process manual values
[INAUDIBLE] which you can think of as a general bucket
for which all of the ROI values or processes are under.
So we have things like the Jobs view, which
is everything you need to know about your job
from Orchestrator, as well as the process manual values
for any dataset for your processes for the ROI Dataset.
If you'd like to do a combination with queue values,
you have them available to you here as well, and the Queues
view.
So this is your way to combine calculations if needed.
But let's go back to the process manual values [INAUDIBLE]..
Now, those custom columns I was showing you
isn't queue, [INAUDIBLE] number of [INAUDIBLE]..
They're all here.
So if you'd like to use them in your formulas,
you can just edit any of them and include them.
And with that, I'd like to thank you for watching.
Stay tuned for the rest of our videos.
ROBOT: Reboot work!