Monitoring your workload with dashboards

Dashboards provide a centralized view to monitor the health, status, and progress of your workload.

With versatile widget options and flexible configurations, you can create comprehensive overviews or purpose-specific dashboards tailored to the data you need to analyze.

The dashboard provides a real-time window into your orchestration environment by visualizing key performance data. By default, these metrics are collected from system services every 20 seconds, enabling you to track health, throughput, and resource utilization across your folders and workstations. To help you analyze your data effectively, metrics are categorized into three primary areas:
  • Workload health and status
    Monitor the progress of your plan by tracking the number of tasks by status, highlighting those currently in a successful, waiting, or error status. You can also identify processing bottlenecks by analyzing task run delays and specific timing indicators, such as tasks that have exceeded their maximum duration or missed their deadline.
  • Workstation and resource capacity
    Gain visibility into your infrastructure by monitoring the linked status of your workstations and their defined capacity limits. This helps ensure your resources are correctly connected and that you are not exceeding the numerical thresholds defined for specific workstations.
  • Consumption and license tracking
    Manage your operational costs and compliance by tracking billable task volume. The dashboard provides granular views of daily, monthly,and total task consumption, including specific tracking for AI agent calls. These metrics help you monitor your license usage trends over time.
For a comprehensive list of metrics, filtering labels, and technical definitions, see Dashboard metrics.

Dashboard interface

To get started with dashboards, open the UI and click Dashboards from the menu on the left. The homepage is organized into three sections:
  • My dashboards: a personal workspace for creating and managing dashboards. From this page you can quickly find a workspace by using the search bar or sorting by name or modification time, and perform actions on the dashboards. Within the My dashboards page, ready-to-use dashboards are available. For more information, see Default dashboards.
  • Shared with me: a view-only collection of dashboards created by other teammates.
  • Trash: a section dedicated to deleted dashboards that acts as a safety net, allowing for restoration or permanent deletion.
Creating and managing dashboards
To create a new dashboard, click New dashboard in the My dashboards section.
Use the buttons in the upper-right part of the dashboard canvas to perform the following actions:
  • Refresh data: Click Refresh to instantly refresh data. To set an automatic refresh interval, expand the drop-down menu within the Refresh button and select one of the available options. You can either select one of the predefined intervals or set a custom one by clicking Custom.
  • Set date and time range for data: Click Select date range to customize the time range of all the widgets on the dashboard simultaneously. The Select date range menu has two tabs:
    Quick
    The Quick tab provides a set of predefined values that enable you to immediately filter your dashboard data for the most recent activity.
    • Quick ranges: Look back at the most recent system activity, ranging from the Last 5 minutes to the Last 24 hours.
    • Calendar ranges: Review the activities across specific standard periods, for example Today or Previous month.
    Custom
    The Custom tab enables you to set a custom date and time range to filter your dashboard data.
    • Recently used: Select a recently used time range.
    • Absolute time range: Set the custom time range using the From and To calendar tools, and click Apply.
  • Add a widget: Click Add widget to define the parameters and add the widget to the dashboard:
    1. From the New widget panel, expand the Metric drop-down menu and select a metric.
    2. From the Configuration tab, expand the Type drop-down menu and select a widget type. To configure and customize widget properties, use the Configuration and Customization tabs. Options vary according to the selected widget type, and the preview of the widget updates depending on the provided parameters and time range.

      v2.1.5+The Time range preview option is available when creating or modifying a widget. This setting updates the current display to assist with visualization; however, this temporary time range is not saved with the final widget configuration.

    3. Optionally, use the Query box to filter data entering OQL expressions. For more information, see Filtering metrics with OQL.
    4. Click Save.
    Once you save the widget, the chart populates using your finalized configuration.
    Note: v2.1.5+ If no data or items match the specific filter criteria of that metric, a No data message appears within the saved widget. This message indicates that the query yielded zero results based on the provided parameters.
Management actions
Each dashboard within the My dashboards page is represented by a card. To select a dashboard, check the checkbox in the top-right corner of the card. After having selected one or more cards, you can perform individual or bulk actions:
  • Duplicate
  • Export
  • Share
    Note: This action is only available on a single dashboard.
  • Delete
You can perform individual actions on a dashboard also by clicking the three-dot menu within its card. In addition to the actions listed above, the three-dot menu includes the Rename option.
Data portability
Export and import dashboard configurations to replicate setups across environments or for analysis in third-party reporting tools.
Importing dashboards
From the My dashboards page, click Import at the top right to upload a dashboard in JSON format.
Exporting dashboards
  • My dashboards and Shared with Me pages: Click the three-dot menu on a dashboard card to export it in JSON format.
  • Canvas: Click the More (three-dot) menu next to Share to export the current dashboard in JSON, PDF, or PNG format.
Collaboration and security
You can grant other users or groups view-only access to your dashboards. Click Share from the dashboard card or the canvas to open the Share Dashboard panel. From here, you can select specific users and groups and view current access permissions.
Note: Shared dashboards are provided in a view-only format. If you need to modify a dashboard that has been shared with you, you must first Duplicate the dashboard. The duplicated version is private to your My dashboards page. Any subsequent changes you make will not be visible to others unless you choose to share your new version.
Important: Dashboard sharing distributes the layout and configuration of the widgets, not the underlying data itself. Because data visibility is governed by individual security permissions, different users might see different values within the same shared dashboard. For example, a widget will only display data for folders or workstations that the viewing user is permitted to access. If a user lacks the required permissions for a specific folder, the corresponding data points will not appear in their view.
Deleting
Deleted dashboards are moved to the Trash page. To permanently remove them you have two options:
  • Select one or more dashboards and click Erase.
  • Click Empty trash.
To restore one or more dashboards, select them and click Restore.

Dashboard widgets

Widgets serve as the building blocks of your dashboard, transforming complex data into readable charts.
Widget configuration features
You can define how metrics are processed and categorized using these core settings:
Group by
The Group by feature enables you to organize and aggregate metric data based on specific labels, such as folder paths or workstation names. By selecting a label from the Group by drop-down list, you can transform large, complex datasets into focused, meaningful visualizations.
Note: The availability of this feature depends on the selected widget type. It is specifically designed for visualizations that support multi-value data sets.
  • If you leave the Group by field empty, the widget aggregates all retrieved data into a single, summarized record.
  • By selecting a specific label from the Group by drop-down menu, the widget displays a breakdown for each unique value within that label. For example, a line chart can display individual lines representing the task processing status of each specific folder.
Aggregation
Aggregation transforms raw data into a single, meaningful value. Data is summarized using methods such as Sum or Average, depending on the metric type. To modify the aggregation type of a metric, select an option from the Aggregation menu within the Configuration tab of the widget panel.
For more information, see Aggregation and visualization.
Widget types
You can add the following widgets to your dashboards:
Time series
The time series widget is a linear visualization used to track the fluctuations of a metric over a specific duration. It provides historical context, helping you identify patterns, peaks, and trends in system behavior.

The widget features a horizontal X-axis representing time and a vertical Y-axis representing the metric value. You can zoom into specific intervals or hover over data points to view exact timestamps and labels, such as folder or workstation names.

v2.1.5+If you enable the legend in the widget configuration settings, selecting an item within the legend isolates the chart display to focus exclusively on that specific item. Hiding unselected data assists with data analysis in high-density charts.

Configuration settings
When selecting a Time series widget, the Configuration tab displays the following settings:
Table 1. Time series configuration settings
Setting Description
Group by Leave the Group By field empty to aggregate all retrieved data into a single, summarized record, or expand the menu and select one or more labels from the available options to categorize the results. Available labels vary according to the selected metric.
Rate The Rate option changes how your data is displayed. If you select the Rate check-box, the widget displays the processing throughput over time, that is the difference between the current value and the previous data point.
Name Enter a name for the widget. The name identifies the purpose and content of the widget on your dashboard.
Aggregation Expand the Aggregation menu to change the default aggregation method for the selected metric.
Color palette Expand the menu to choose a Color palette to apply to the chart.
Rounding Select the Rounding checkbox to enable rounding to the nearest whole integer. Values ending in .5 or higher are rounded up to the next digit.
Decimals Set the number of decimal places. The Decimals option enables you to control the level of precision for values displayed across the chart.
Minimum value Set a lower boundary for the chart to exclude data points falling below this value from the visual display.
Maximum value Set an upper boundary for the chart to exclude data points exceeding this value from the visual display.
Show threshold Select the Show threshold check-box to show or hide markers that indicate specific value limits on the chart.
Customization settings
When selecting a Time series widget, the Customize tab displays the following settings:
Table 2. Time series customization settings
Setting Description
Hide legend Hide the legend by selecting the Hide legend check-box.
Legend position Choose the position of the legend among Top, Bottom, Left, and Right.
Tooltip type Expand the menu to choose the tooltip display mode. This determines whether to show a single data point or all data points when hovering over the chart.
Show plot area Select this option to add a visual fill behind the chart to improve separation from the dashboard background.
Smoothing Select this option to enable curve smoothing. This replaces straight lines with curved transitions to highlight general trends in the data.
Show data points Select this option to display data points on the chart.
Show grid lines Select this option to display grid lines on the chart.
Line width Set a value to adjust the thickness of the lines in the chart.
Gauge
The Gauge widget is a radial visualization that represents a single data point within a defined range. It provides an immediate status update on system performance and resource utilization by comparing current values against predefined limits.
Visual modes
  • Standard gauge: When a maximum value is defined, the widget displays an arc to show the current value relative to the limit. If you configure a threshold, the arc dynamically changes color based on the range you have set for that specific value. This enables you to visualize at a glance the status of your process status.
  • KPI mode: If you check the Hide gauge option from the Customize tab within the New widget panel, the arc is omitted. The widget displays the metric as a standalone Key Performance Indicator (KPI) value, focusing purely on the numerical data point.
    Note: From version 2.1.5, the Hide gauge option is no longer available as the KPI card widget has been introduced.
Configuration settings
When selecting a Gauge widget, the Configuration tab displays the following settings:
Table 3. Gauge configuration settings
Setting Description
Name Enter a name for the widget. The name identifies the purpose and content of the widget on your dashboard.
Aggregation Expand the Aggregation menu to change the default aggregation method for the selected metric.
Minimum value Set a lower boundary for the chart to exclude data points falling below this value from the visual display.
Maximum value Set an upper boundary for the chart to exclude data points exceeding this value from the visual display.
Color scheme Expand the menu to apply one of the following arc color settings:
  • Single color: By selecting this option, the arc is displayed with a unique color.

    Expand the Color menu to select the arc color.

  • From threshold: By selecting this option, the arc changes color based on the range you set for that specific value.

    Select a color from the Base color menu, and then define a From value for the threshold and the related color for that value.

    To add a new threshold, click Add threshold.

Customization settings
When selecting a Gauge widget, the Customize tab displays the following settings:
Table 4. Gauge customization settings
Setting Description
Decimals Set the number of decimal places. The Decimals option enables you to control the level of precision for values displayed across the chart.
Custom labels Set a custom label for the chart to provide additional context or information about the data being displayed.
Hide label Select this option to hide the chart labels to simplify the visual layout or reduce clutter.
Show min/max labels Select this option to display the minimum and maximum values on the chart to provide a clear reference for the range of the data.
Hide gauge Select this option to hide the visibility of the gauge background and display the metric as a standalone KPI value.
Note: From version 2.1.5, the Hide gauge option is no longer available as the KPI card widget has been introduced.
Hide value Select this option to hide the numeric value on the gauge to focus on the visual position within the scale.
v2.1.5+Pie chart
The Pie chart widget is a multi-value visualization that displays data at a single point in time. It provides a snapshot of the current state without a historical trend.

The Pie chart widget consists of a divided circle where each slice represents the percentage of a specific category relative to the whole.

If you enable the legend in the widget configuration settings, selecting an item within the legend isolates the chart display to focus exclusively on that specific item. Hiding unselected data assists with data analysis in high-density charts.

Configuration settings
When selecting a Pie chart widget, the Configuration tab displays the following settings:
Table 5. Pie chart configuration settings
Setting Description
Name Enter a name for the widget. The name identifies the purpose and content of the widget on your dashboard.
Group by Leave the Group By field empty to aggregate all retrieved data into a single, summarized record, or expand the menu and select one or more labels from the available options to categorize the results. Available labels vary according to the selected metric.
Aggregation Expand the Aggregation menu to change the default aggregation method for the selected metric.
Color palette Expand the menu to choose a Color palette to apply to the chart.
Exclude zero values Select this option to exclude values equal to zero from the chart and its legend.
Rounding Select the Rounding checkbox to enable rounding to the nearest whole integer. Values ending in .5 or higher are rounded up to the next digit.
Decimals Set the number of decimal places. The Decimals option enables you to control the level of precision for values displayed across the chart.
Customization settings
When selecting a Pie chart widget, the Customize tab displays the following settings:
Table 6. Pie chart customization settings
Setting Description
Hide legend Hide the legend by selecting the Hide legend check-box.
Legend position Choose the position of the legend among Top, Bottom, Left, and Right.
Pie chart type Expand the menu to choose between pie chart and doughnut chart types.
Show slice values Select this option to display the value for each slice on the chart.
Slice border width Set a value to adjust the thickness of the slice borders in the chart.
v2.1.5+Bar chart

The Bar chart widget provides a direct visual comparison between different categories at the current moment.

The Bar chart widget consists of a series of rectangular bars where the length of each bar is proportional to the value it represents.
Configuration settings
When selecting a Bar chart widget, the Configuration tab displays the following settings:
Table 7. Bar chart configuration settings
Setting Description
Name Enter a name for the widget. The name identifies the purpose and content of the widget on your dashboard.
Group by Leave the Group By field empty to aggregate all retrieved data into a single, summarized record, or expand the menu and select one or more labels from the available options to categorize the results. Available labels vary according to the selected metric.
Aggregation Expand the Aggregation menu to change the default aggregation method for the selected metric.
Color palette Expand the menu to choose a Color palette to apply to the chart.
Exclude zero values Select this option to exclude values equal to zero from the chart and its legend.
Rounding Select the Rounding checkbox to enable rounding to the nearest whole integer. Values ending in .5 or higher are rounded up to the next digit.
Decimals Set the number of decimal places. The Decimals option enables you to control the level of precision for values displayed across the chart.
Customization settings
When selecting a Bar chart widget, the Customize tab displays the following settings:
Table 8. Bar chart customization settings
Setting Description
Bar chart type Choose between vertical or horizontal bar chart type.
Outlined Select this option to display bar charts as outlined.
Outline width Enter a value in to set the thickness of the outline of the bars.
Show grid lines Select this option to display grid lines on the chart.
v2.1.5+KPI card
The KPI card widget displays the metric as a standalone Key Performance Indicator value, focusing on the numerical data point.
Configuration settings
When selecting a KPI card widget, the Configuration tab displays the following settings:
Table 9. KPI card configuration settings
Setting Description
Name Enter a name for the widget. The name identifies the purpose and content of the widget on your dashboard.
Aggregation Expand the Aggregation menu to change the default aggregation method for the selected metric.
Show trend Select this option to show percentage change between the first and last values of the selected time frame.

Expand the Trend color mode menu to select the color mode for the trend, which determines how the trend percentage is colored based on its value. Available options are Standard and Inverted.
Rounding Select the Rounding checkbox to enable rounding to the nearest whole integer. Values ending in .5 or higher are rounded up to the next digit.
Decimals Set the number of decimal places. The Decimals option enables you to control the level of precision for values displayed across the chart.
Color scheme Expand the menu to apply one of the following arc color settings:
  • Single color: By selecting this option, the KPI value is displayed with a unique color.

    Expand the Color menu to select the KPI value color.

  • From threshold: By selecting this option, the KPI value changes color based on the range you set for that specific value.

    Select a color from the Base color menu, and then define a From value for the threshold and the related color for that value.

    To add a new threshold, click Add threshold.

  • From trend: By selecting this option, the KPI value changes color based on the selected trend color mode.
Customization settings
When selecting a KPI card widget, the Customize tab displays the following setting:
Table 10. KPI card configuration setting
Setting Description
Value format Select a format for prefixes, suffixes, and post-process expressions. By selecting Custom from the Value format menu, following fields appear:
  • Prefix: Add text before the KPI value.
  • Suffix: Add text after the KPI value.
  • Post-process expression: Apply a JSONata expression to the KPI value before it is displayed within the widget.
    Note: To protect your privacy and security, do not share any personal information or sensitive data in the conversation with UnO AI Pilot. The JSONata expression that UnO AI Pilot shares might be inaccurate, so you should always check its responses.
Filtering metrics with OQL

While configuring a widget, you can use Orchestration Query Language to filter and refine the data retrieved from the database. This ensures your dashboard displays only the most relevant information for your specific monitoring needs.

For comprehensive information about OQL syntax and keywords, see Using Orchestration Query Language.

After having selected the metric and the widget type from the New widget panel, you can enter an OQL query within the Query field to narrow down a global metric to a specific subset.

The available OQL fields for metrics are:
value
The value field filters metrics according to numeric values. The syntax associated with the value field is: 
value <comparison_operator> <integer>
The comparison operators for the value field are:
  • =
  • !=
  • <
  • <=
  • >
  • >=
labels.<metric_label>
The labels.<metric_label> field filters metrics according to the labels available for the selected metric. The labels associated to each metric are listed in Dashboard metrics. The syntax associated with the labels.<metric_label> field is: 
labels.<metric_label> <comparison_operator> '<string>'
The comparison operators for the labels.<metric_label> field are:
  • =
  • !=
  • ILIKE
  • LIKE
  • NOT ILIKE
  • NOT LIKE
You can combine the value and labels.<metric_label> OQL fields to retrieve even more detailed information. For example, you can run the following query for the Workstation limit metric:
value > 100 AND labels.folder LIKE '@WS@'
v2.1.5+Query autocomplete function
The Query field integrates an editor that helps you build queries using an autocomplete function. The editor suggests valid OQL elements based on the cursor's current position within the query string. Based on your selected metric, the editor first suggests available labels. As you progress, it suggests the keywords and operators that are syntactically valid to the right of your current input.
To use the autocomplete function, perform the following steps after metrics and widget selection:
  1. Trigger the menu
    Press Ctrl+Space or start typing the first letters of labels or value fields.
  2. Select an entry
    From the drop-down menu, select value or the suggested labels.<metric_label> based on your selected metric.
  3. Build the syntax
    Continue typing to view the next set of available keywords and operators. Select the desired elements from the menu to ensure your query complies with OQL syntax.
Note: The autocomplete feature suggests keywords based on their valid position to the right of your current input. While this ensures syntactical correctness, it does not validate the logical intent of your query.
v2.1.5+AI-assisted query generation
When the GenAI feature is enabled, the Query field integrates an AI-assisted generator that transforms natural language prompts into OQL queries.
To use AI-assisted query generation, perform the following steps:
  1. Activate UnO AI Pilot
    Click the wand icon of UnO AI Pilot located in the bottom-right corner of the Query field.
  2. Enter your prompt
    Describe the data you want to retrieve using natural language. To specify item names, labels, and statuses, you must enclose the string in single quotation marks (').
    Note: To protect your privacy and security, do not share any personal information or sensitive data in the conversation with UnO AI Pilot. The OQL query that UnO AI Pilot shares might be inaccurate, so you should always check its responses.
  3. Generate the query
    Click Generate. The AI-assisted generator automatically populates the Query field with the corresponding OQL syntax.
Example
Perform the following steps to generate an OQL query that displays tasks in ERROR status within the /ROME folder. This query filters the Time series chart to display data only when there are more than 5 results:
  1. From the welcome page of the UI, click Dashboards.
  2. From the My dashboard page, click New dashboard.
  3. From the dashboard canvas, click Add widget.
  4. From the New widget panel, expand the Metric drop-down menu and select the Task by status metric.
  5. From the Configuration tab, expand the Type drop-down menu and select the Time series widget type.
  6. In the Query field, click the wand icon of the UnO AI Pilot in the bottom-right corner.
  7. Enter the following prompt:
    Display tasks in 'ERROR' status inside the '/ROME' folder, filtered to show results only if the task count is greater than 5.
  8. Click Generate.
The AI-assisted generator populates the Query field with the following OQL syntax:
labels.taskstatus = 'ERROR' AND labels.folder = '/ROME' AND value > 5
Note: Because AI-assisted generation relies on generative AI, its outputs are non-deterministic. UnO AI Pilot might produce different OQL queries even if you enter the exact same prompt.