Dashboard
The Dashboard is your centralized control hub, providing an overview of your automation environment. It offers real-time insights into the status of running jobs, active bots, and overall system health. The user-friendly interface enables you to monitor critical automation metrics and make data-driven decisions. Here's a detailed description of each section within the Dashboard:
Current Status - Bot
You can quickly access the real-time status of your bots. The status indicators display whether each bot is offline, ready, or actively running automation processes. This information allows you to gauge the availability of your bot workforce and identify any potential issues that may impact your automation initiatives.
| Status | Description |
|---|---|
| Offline | Bots marked as offline are currently not available for automation tasks. This status may indicate that the bot's host machine is not connected to the AutomatR Orchestrator. |
| Ready | Bots marked as ready are online and awaiting assignments. They are available to pick up and execute automation tasks as soon as they are scheduled or triggered. |
| Running | Bots marked as running are actively executing automation processes. This status indicates that the bot is actively engaged in completing its assigned tasks. |
Transaction(s) Graph
This graph provides a visual representation of transaction activity over time. Transactions are typically associated with specific automation processes or tasks. The graph's y-axis represents the number of transactions, while the x-axis displays the time intervals.
The Transaction(s) Graph helps you identify patterns in transaction volumes, enabling you to understand peak periods of automation activity and potential workflow bottlenecks.
The filter options available in the Transaction(s) Graph provide you with convenient ways to narrow down the data displayed on the graph. Each option offers a predefined time range for which you can view transaction data. Here's a detailed description of each filter option:
| Option | Description |
|---|---|
| Today | Selecting the Today filter option will display transaction data for the current day only. This option is useful when you want to focus on the most recent transactions and assess the automation performance on a daily basis. |
| Yesterday | The Yesterday filter option will show transaction data for the previous day. It allows you to compare automation activity between consecutive days and identify any significant changes or trends. |
| Last 7 Days | By choosing the Last 7 Days filter option, you can view transaction data for the past seven days. This option provides a week-long overview of transaction patterns, helping you identify weekly trends and performance fluctuations. |
| Last 30 Days | Selecting the Last 30 Days filter option will present transaction data for the previous thirty days. This option allows you to analyze transaction trends over a longer timeframe, providing insights into monthly performance variations. |
| This Month | The This Month filter option displays transaction data for the current calendar month. It enables you to examine automation activity for the ongoing month, helping you assess monthly performance in real-time. |
| Last Month | The Last Month filter option shows transaction data for the previous calendar month. This option allows you to make month-to-month comparisons, understanding how automation performance has evolved over time. |
| Custom Range | The Custom Range filter option empowers you to define a specific time range for the Transaction(s) Graph. By selecting the start and end dates using the calendar interface, you can view transaction data within any desired timeframe. This customizable option enables in-depth analysis of data for specific periods or events. |
The filter options in the Transaction(s) Graph provide you with flexibility and granularity in exploring transaction data. By selecting a relevant time range, you can focus on specific periods of interest, enabling you to:
Analyze short-term performance: Use Today and Yesterday options to assess daily automation activity and identify any immediate issues or fluctuations.
Identify weekly and monthly trends: Last 7 Days, Last 30 Days, This Month, and Last Month filters help you observe weekly and monthly patterns, enabling you to identify recurring trends and plan accordingly.
Conduct targeted analysis: With the Custom Range option, you can dive into data for specific events or timeframes, making it easier to investigate anomalies, detect root causes of issues, and measure the impact of changes.
The Transaction(s) Graph in the Dashboard tab offers several interactive options to help you navigate and analyze transaction data effectively. Here's a detailed explanation of each option:
| Option | Description |
|---|---|
| Zoom In | The Zoom In option allows you to magnify or enlarge specific sections of the Transaction(s) Graph. By selecting the Zoom In option and clicking on a particular area of the graph, you can focus on a narrower time range or a specific set of transactions. This enables you to inspect transaction details with greater precision and clarity. |
| Zoom Out | Conversely, the Zoom Out option allows you to reduce the level of magnification and view a broader time range or a larger set of transactions. It helps you gain an overview of transaction trends over a more extended period or multiple data points, allowing you to identify long-term patterns and performance trends. |
| Selection Zoom | The Selection Zoom option lets you define a custom time range on the graph by clicking and dragging the cursor across the area of interest. When you release the cursor, the graph will automatically zoom in to display the selected time range in more detail. This feature is particularly useful for focusing on specific periods of transaction activity and conducting in-depth analysis within that timeframe. |
| Panning | The Panning option enables you to move the graph horizontally within the available time range. You can click and drag the graph left or right to explore different sections of the data without changing the overall zoom level. Panning allows for seamless navigation, ensuring that you can explore all transaction data conveniently. |
| Reset Zoom | The Reset Zoom option allows you to return the Transaction(s) Graph to its default view and zoom level. If you have applied any zoom or panning changes to the graph, clicking Reset Zoom will revert it back to the original scale, displaying the entire time range and all available transactions. |
The interactive options in the Transaction(s) Graph provide you with powerful tools for data exploration and analysis. By zooming in and out, you can focus on specific time intervals or get a broader perspective of transaction trends. Selection zoom allows you to drill down into specific segments of data, examining transaction details within a customized timeframe.
Panning facilitates smooth navigation across the graph, ensuring that you can explore all transaction data conveniently. If you want to return to the original view, the Reset Zoom option allows you to reset any applied changes quickly. With these interactive features, you can efficiently analyze transaction patterns, spot anomalies, and make data-driven decisions to optimize your automation processes.
The combination of interactive zooming and panning options along with the filter choices empowers you to explore transaction data thoroughly and gain valuable insights into your automation performance. Utilize these tools to optimize your automation processes, ensure smooth execution, and maximize productivity throughout your automation process.
Current Status - Instance
You can monitor the real-time status of your automation instances (bots) connected to the AutomatR Orchestrator. The status indicators inform you whether each instance is offline, online, or not connected.
| Status | Description |
|---|---|
| Offline | Instances marked as offline are currently disconnected from the AutomatR Orchestrator. This status may indicate network issues or temporary unavailability. |
| Online | Instances marked as online are successfully connected to the AutomatR Orchestrator and available for automation tasks. |
| Not Connected | Instances marked as not connected are likely experiencing issues with the connection to the AutomatR Orchestrator, and immediate attention may be required to restore connectivity. |
Bot Utilization
The Bot Utilization section presents a utilization graph, illustrating the average utilization percentage of all bots spends on automation tasks. The graph's y-axis represents the date, while the x-axis displays the percentage of time (Day and Business Hours) on an average utilization of all bots for automation activities.
The Bot Utilization graph enables you to analyze the efficiency of your bots, identifying which bots are more actively engaged and which ones may have lower utilization rates.
Here's a brief description of the filters available in the Bot Utilization area:
| Filter | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Date Picker | The Date picker option allows you to choose a specific date or date range for which you want to view bot utilization data. By selecting a date or date range from the calendar interface, you can focus on utilization metrics for a particular day or analyze trends over a selected period. This feature enables you to conduct in-depth analysis for specific timeframes, such as comparing bot utilization on different days or assessing performance during critical periods. | ||||||||
| Filter with Transaction and Bot Options | This filter option provides further granularity in analyzing bot utilization. You can choose to filter the data based on either Transaction or Bot options, enabling you to focus on specific aspects of utilization:
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| Automation Type | The Automation Type filter allows you to filter and segregate bot utilization data based on the type of automation being performed. The available options are:
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The Bot Utilization section, with its Date Selector, Automation Type filter, and Transaction/Bot filter options, empowers you with valuable tools to analyze and optimize bot performance. By customizing the data view based on specific dates, automation types, and individual transactions or bots, you can identify trends, spot inefficiencies, and make data-driven decisions to enhance the efficiency and productivity of your automation initiatives. This level of insight enables you to achieve better results, maximize resource utilization, and achieve your automation goals effectively.
Error List - Last 7 Days
The Error List provides a tabular view of workflow errors (errors found during running sequences or workflows) that occurred within the last seven days. Each entry includes a timestamp, the name of the bot associated with the error, and a description of the error message.
Identifying recurring issues allows you to take corrective actions, improve the stability of your automation processes, and enhance overall reliability.
The Pagination options at the bottom of the Error List section allow users to control the number of entries displayed per page and navigate through the list of errors efficiently. The available pagination options include:
Number of Entries per Page: Users can choose the number of error entries they want to view per page from a drop-down menu. The available options may include 10, 20, or 50 entries per page, depending on the application's configuration.
Navigation Buttons: To facilitate easy navigation through the error list, pagination buttons are provided at the bottom of the table. These buttons allow users to move between different pages of error entries.
Overall the Dashboard tab brings the power of real-time insights to your automation management experience. It allows you to monitor the current status of your bots and instances, analyze transaction trends, assess bot utilization, and quickly address any recent errors. With this comprehensive view, you can make informed decisions, optimize automation performance, and ensure a seamless and efficient automation ecosystem within your organization. The Dashboard tab empowers you to proactively manage your automation initiatives and achieve greater efficiency and productivity.