Using Scope and View

5 min

🟢 Migrator

Scope and View settings control what data appears in the dashboards and reports.

Setting the Scope

The Scope determines which projects, folders, and processes are included in dashboard and report data.

Click Change Scope in the top right

Select a project, folder, or process and click OK

Setting the View

The View determines how data is organized within the dashboard.

Click the View dropdown and select either Per Process View or Per Call Tree View

Per Process View

Displays only the items within the selected project, folder, or process. The data shown reflects exactly what is in the selected scope — no dependencies outside that selection are included.

Per Call Tree View

Searches for dependencies of each Main or Root process and adds them to the current scope, even if they fall outside the initial selection. This lets you analyze a full automation — the Main process and everything it calls — without needing to reorganize processes into a common folder first.

On import, Blueprint labels each process as either a Main or a Sub-Process:

Main — the starting point of an automation; defined differently depending on the source tool

Sub-Process — any process called by a Main

ⓘ If a Main or Sub-Process has been identified incorrectly, a user with the appropriate permissions can change the designation. This affects how the process is grouped in analytics and reports only. The Main designation assigned at import is permanent for licensing purposes — changing the label does not affect license consumption. See Migrator/MigrateDashboards: License Consumption.

How Mains are identified by source tool:

UiPath — defined in the project.json file

Blue Prism — the Main Page plus all associated and called pages of an imported process

A360 — all Root processes are identified as Mains

Include All Roots

When Per Call Tree View is active, a toggle for Include All Roots appears in the Change Scope modal. A Root is any process not referenced by another process.

Enabled — all Root processes and their dependencies are included in the scope

Disabled — only processes flagged as Main and their dependencies are included