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- Getting Started
- Access and Permissions
- Notifications
- Interacting with Insights
- Action Center Integration
- Automation Hub Integration
- Autopilot integration
- Healing Agents integration
- License monitoring integrations
- Maestro Integration
- Test Manager Integration
- Real-time Monitoring
- Real Time Data Export
- Licensing
- Troubleshooting
Insights user guide
Last updated May 13, 2026
AGEING HISTORY
AGEING HISTORY
| Dimension | Description |
|---|---|
| Autogenerated-ID | Unique ID generated when creating the idea in Automation Hub |
| Is Current Phase Status (Yes / No) | Indicates whether the phase & status combination is the current one for the idea |
| Last Change Time | Time the idea was updated to the indicated phase & status |
| Repeated Phase & Status (Yes / No) | Indicates whether the idea was in the indicated phase & status combination before. In case the idea was in the indicated phase & status before, the information around the timestamp and the time spent on that phase & status before are not exposed in the data model. |
| Time in Phase Status | Time spent by the idea in the indicated phase & status |
| Measure | Description |
|---|---|
| Count | Count of ideas corresponding to the selected idea ageing filters |
AGEING HISTORY Phase
| Dimension | Description |
|---|---|
| Phase is Active | Showing if the Phases are in use or not:
|
| Phase Name | Phase Name as displayed in the user interface |
| Phase Order | Phase Order in the idea's lifecyle |
| Measure | Description |
|---|---|
| Count | Total number of times the phase appears for the selected pool of ideas |
AGEING HISTORY Status
| Dimension | Description |
|---|---|
| Phase Status is Active | Showing if the Statuses are in use or not:
|
| Status Name | Phase Status name as displayed in the user interface |
| Status Order | Phase Status order |
| Measure | Description |
|---|---|
| Count | Total number of times the status appears for the selected pool of ideas |
AGEING HISTORY Users - Change Author
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT
COMPONENT - ALL
| Dimension | Description |
|---|---|
| Average of Reviews | Average of the ratings given by the reviewers |
| Benefits | Benefits of the component |
| Compatibility | Versions of the products added as dependencies of the component |
| Component URL | URL of the component |
| Creation Date | Date when the component was created |
| Dependencies | Dependencies of the component |
| Description | Description of the component, as defined by the author |
| Is Active (Yes / No) | Showing if the component is deleted or not (Yes = component is not deleted, No = component was deleted) |
| Name | Name of the component, as defined by the author |
| Number of Applications | Number of applications referenced to be used by the component |
| Number of Categories | Number of categories for which the component is available |
| Number of Comments | Number of comments added in the component’s profile |
| Number of Manuals | Number of manuals uploaded by the author in the component profile |
| Number of Media Files | Number of media files uploaded by the author in the component profile |
| Number of Reviews | Number of reviews added by the users who downloaded the component |
| Slug | Component’s slug used to construct the URL. It is unique, auto-generated from the name of the component. |
| Summary | Summary of the component, as defined by the author |
| Type | Type of component: custom activity, snippet, workflow template, connector, dashboard, ML model, solution |
| Measure | Description |
|---|---|
| Count | Total number of components |
COMPONENT Applications
| Dimension | Description |
|---|---|
| Application Full Name | Concatenation of the application name, version and language for easier search |
| Application Language | Language of the application as defined in the Application Inventory |
| Application Name | Name of the application as defined in the Application Inventory |
| Application Version | Version of the application as defined in the Application Inventory |
COMPONENT Categories
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Business Area“ - can be customized in the user interface - find here the latest name |
| Category Name | Business area name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
COMPONENT Users - Author
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Users - Curator
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Users - Updater
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
COMPONENT Versions
| Dimension | Description |
|---|---|
| Number of Downloads | Number of component downloads performed by the users |
| Status | Status of the component's version |
| Version | Version number for the component |
| Version Creation Date | Date when the component's version was created |
| Version Last Update Date | Date when the component's version was last updated |
| Version Publication Date | Date when the component's version was published |
| Measure | Dimension |
|---|---|
| Count | Count of component's versions |
IDEA
IDEA
| Dimension | Description |
|---|---|
| Auto-generated ID | Unique ID assigned to each idea, in the Tenant DataBase. |
| Creation Date | Idea Creation Date. Can be different than the Submission date, in case of ideas saved of draft first. |
| Idea Name | Idea Name, as defined in the field Automation Name. |
| Idea Slug | Idea's slug used to construct Idea URL. It is unique. |
| Idea Source | The source type. |
| Idea URL | URL of the idea. |
| Last Update Date | Last idea update - can be a change in the Phase, Status, details in the automation profile, Cost-Benefit Analysis, documentation. |
| Priority | Idea's Priority |
| Submission Date | Idea Submission Date |
| Measure | Description |
|---|---|
| Count | Total number of submitted Ideas |
IDEA Applications
| Dimension | Description |
|---|---|
| Application Full Name | Concatenation of the application name, version and language for easier search |
| Application Language | Language of the application as defined in the Application Inventory |
| Application Name | Name of the application as defined in the Application Inventory |
| Application Version | Version of the application as defined in the Application Inventory |
IDEA Category - Level 1
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Business Area“ - can be customized in the user interface - find here the latest name |
| Category Name | Business area name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 1 |
IDEA Category - Level 2
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Category was created |
| Category Level Name | Default name “Category“ - can be customized in the user interface - find here the latest name |
| Category Name | Category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 2 |
IDEA Category - Level 3
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 3 |
IDEA Category - Level 4
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 4 |
IDEA Category - Level 5
| Dimension | Description |
|---|---|
| Category Creation Date | Date when the Sub-category was created |
| Category Level Name | Default name “Sub-category“ - can be customized in the user interface - find here the latest name |
| Category Name | Sub-category name |
| Category Order Number | The order in which the categories are displayed in the Automation Hub user interface |
| Measure | Description |
|---|---|
| Count | Total number of categories on Level 5 |
IDEA Phase
| Dimension | Description |
|---|---|
| Phase is Active | Showing if the Phases are in use or not:
|
| Phase Name | Phase Name as displayed in the user interface |
| Phase Order | Phase Order in the idea's lifecyle |
| Measure | Description |
|---|---|
| Count | Total number of times the phase appears for the selected pool of ideas |
IDEA Q&As - All Types
| Dimension | Description |
|---|---|
| Answer Data Type | The Answer's data type |
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question of type date, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Count | Count of unique answers |
IDEA Q&As - DateTime Types
| Dimension | Description |
|---|---|
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Answer (DateTime) Date | The Answer converted to a DateTime value |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Count | Count of unique answers |
| Max Date | Maximum date from the answers of date-type questions |
| Min Date | Minimum date from the answers of date-type questions |
IDEA Q&As - Default Benefits
| Measures | Description |
|---|---|
| Count | Count of unique answers |
| Currency saved / year per Company (Final) | Estimated benefit per company, measured in currency/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment. This also includes change requests for additional benefits. |
| Currency saved / year per Company (Initial) | Estimated benefit per company, measured in currency/year, from the Detailed assessment |
| Currency saved / year per Company (Revised) | Estimated benefit per company, measured in currency/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Currency saved / year per Employee (Final) | Estimated benefit per employee, measured in currency/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| Currency saved / year per Employee (Initial) | Estimated benefit per employee, measured in currency/year, from the Detailed assessment |
| Currency saved / year per Employee (Revised) | Estimated benefit per employee, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it). This also includes change requests for additional benefits. |
| FTEs saved / year per Company (Final) | Estimated benefit per company, measured in FTEs/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| FTEs saved / year per Company (Initial) | Estimated benefit per company, measured in FTEs/year, from the Detailed assessment |
| FTEs saved / year per Company (Revised) | Estimated benefit per company, measured in FTEs/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| FTEs saved / year per Employee (Final) | Estimated benefit per employee, measured in FTEs/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| FTEs saved / year per Employee (Initial) | Estimated benefit per employee, measured in FTEs/year, from the Detailed assessment |
| FTEs saved / year per Employee (Revised) | Estimated benefit per company, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Hours saved / year per Company (Final) | Estimated benefit per company, measured in hours saved/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment. This also includes change requests for additional benefits. |
| Hours saved / year per Company (Initial) | Estimated benefit per company, measured in hours saved/year, from the Detailed assessment |
| Hours saved / year per Company (Revised) | Estimated benefit per company, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
| Hours saved / year per Employee (Final) | Estimated benefit per employee, measured in hours saved/year. Revised value from Cost Benefit Analysis takes precedence (if set) over the value from Detailed Assessment |
| Hours saved / year per Employee (Initial) | Estimated benefit per employee, measured in hours saved/year, from the Detailed assessment |
| Hours saved / year per Employee (Revised) | Estimated benefit per employee, measured in hours saved/year, from the Cost-Benefit Analysis page (in case of updates in it) |
IDEA Q&As - Numerical Types
| Dimension | Description |
|---|---|
| Answer Display Value | The Answer value as displayed in the Automation Hub user interface |
| Answer Raw Value | The Answer's backing raw value as stored in Automation Hub |
| Creation Date | Date when the Answer was submitted |
| Last Update Date | Date when the Answer was updated |
| Question Assessment Source | This will indicate the type of Assessment the question belongs to (Overview, high-level assessment etc.) |
| Question Key | The unique identifier of a Question of type numerical or percentage, corresponding to the Variable name in the user interface. Title is not guaranteed to be unique. |
| Question Title | The Question Title as configured in the Assessment |
| Measure | Description |
|---|---|
| Average | Under the Average measure, we average all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
| Count | Under the Count measure, we count all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
| Sum | Under the Sum measure, we sum up all the answers from the various questions of type numerical and/or percentage - this requires additional filtering |
IDEA Status
| Dimension | Description |
|---|---|
| Phase Status is Active | Showing if the Statuses are in use or not:
|
| Status Name | Phase Status name as displayed in the user interface |
| Status Order | Phase Status order |
| Measure | Description |
|---|---|
| Count | Total number of times the status appears for the selected pool of ideas |
IDEA Tags
| Dimension | Description |
|---|---|
| Tag Name | List with all the Tags created. When associated with an Idea Name, reflects the tags applied for the idea. |
| Measure | Description |
|---|---|
| Count | Total number of tags used; Can be filtered by ideas |
IDEA Users - Process Owner
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login | User's Last Login |
| Last Name | User’s Last Name |
| Last Update | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
IDEA Users - Submitter
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login Date | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
METADATA
METADATA - Latest Data Refresh
| Dimension | Description |
|---|---|
| Last Data Refresh Date Date | Date when the Automation Hub data was refreshed last in the Insights application |
USERS
USERS - All Users
| Dimension | Description |
|---|---|
| Active User | User is active:
|
| Business Unit | User’s Business Unit |
| Creation Date | User’s Creation Date |
| Deleted User | User is deleted:
|
| Department | User’s Department |
| | User's email address |
| First Name | User’s First Name |
| Invite Status | User’s invite status:
|
| Job Title | User's Job Title |
| Last Login Date | User's Last Login |
| Last Name | User’s Last Name |
| Last Update Date | Last update/change on user's profile |
| Location | User's Location |
| Measure | Description |
|---|---|
| Automations | Total number of Automation Ideas submitted by the user; A submitter can have more than one idea submitted |
| Collaborations | Total number of Automation Ideas where the user is assigned as a collaborator |
| Components | Total number of Components uploaded by the user |
| Count | Total number of users |
| Documents | Total number of Documents uploaded by the user |
| Following | Total number of Ideas followed by the user |
Automation Hub Explores
There are 2 Automation Hub explores - Automation Ideas and Idea Ageing, each one giving access to a set of views:
| Automation Ideas | Idea Ageing |
|---|---|
| AGEING HISTORY | AGEING HISTORY |
| AGEING HISTORY Phase | AGEING HISTORY Phase |
| AGEING HISTORY Status | AGEING HISTORY Status |
| AGEING HISTORY Users - Change Author | AGEING HISTORY Users - Change Author |
| IDEA | IDEA |
| IDEA Applications | IDEA Category - Level 1 |
| IDEA Category - Level 1 | IDEA Category - Level 2 |
| IDEA Category - Level 2 | IDEA Category - Level 3 |
| IDEA Category - Level 3 | IDEA Category - Level 4 |
| IDEA Category - Level 4 | IDEA Category - Level 5 |
| IDEA Category - Level 5 | IDEA Tags |
| IDEA Phase | METADATA - Latest Data Refresh |
| IDEA Q&As - All Types | |
| IDEA Q&As - DateTime Types | |
| IDEA Q&As - Default Benefits | |
| IDEA Q&As - Numerical Types | |
| IDEA Status | |
| IDEA Tags | |
| IDEA Users - Process Owner | |
| IDEA Users - Submitter | |
| METADATA - Latest Data Refresh | |
| USERS - All Users |
- AGEING HISTORY
- AGEING HISTORY
- AGEING HISTORY Phase
- AGEING HISTORY Status
- AGEING HISTORY Users - Change Author
- COMPONENT
- COMPONENT - ALL
- COMPONENT Applications
- COMPONENT Categories
- COMPONENT Users - Author
- COMPONENT Users - Curator
- COMPONENT Users - Updater
- COMPONENT Versions
- IDEA
- IDEA
- IDEA Applications
- IDEA Category - Level 1
- IDEA Category - Level 2
- IDEA Category - Level 3
- IDEA Category - Level 4
- IDEA Category - Level 5
- IDEA Phase
- IDEA Q&As - All Types
- IDEA Q&As - DateTime Types
- IDEA Q&As - Default Benefits
- IDEA Q&As - Numerical Types
- IDEA Status
- IDEA Tags
- IDEA Users - Process Owner
- IDEA Users - Submitter
- METADATA
- METADATA - Latest Data Refresh
- USERS
- USERS - All Users
- Automation Hub Explores