Real-Time Management Automation: Extract Live Reports with UI.Vision RPA

In today’s fast-paced digital world, automating repetitive tasks is not just a luxury—it’s a necessity. Robotic Process Automation (RPA) tools make it easy to boost productivity by automating mundane processes. One such user-friendly and versatile tool is UI.Vision RPA. Whether you're an individual trying to save time or a business looking to scale automation, UI.Vision offers an accessible and effective solution.

In this blog, we'll explore what UI.Vision RPA is, its key features, and how you can get started automating your tasks—plus a real-world example of using UI.Vision for Real-Time Management (RTM) in Workforce Management.

What is UI.Vision RPA?

UI.Vision RPA (formerly Kantu) is an open-source RPA software that allows you to automate repetitive tasks on your desktop and browser. It combines Selenium-like web automation, desktop automation, and OCR (Optical Character Recognition) in a single package.

Real-World Example: Extracting Browser-Based Reports for Real-Time Management (RTM)

Scenario:

As a Real-Time Analyst (RTA), you need to pull live reports from your WFM or CRM system (like Genesys, NICE, Avaya, or a custom dashboard) every 30 minutes. These reports might include agent adherence, call queue stats, or service levels. Manually refreshing, downloading, and saving these reports can be tedious and error-prone.

With UI.Vision RPA, you can automate the entire process of:

• Logging into your WFM/CRM portal.
• Navigating to the reports section.
• Applying filters (like date range, teams, queues).
• Exporting the report as a CSV file.
• Saving it to a folder or emailing it.

Step-by-Step Example: Automating Report Extraction

Goal:

Automate downloading the "Agent Adherence Report" from a browser-based WFM dashboard.

Prerequisites:

• ✅ UI.Vision RPA installed (Chrome/Firefox/Edge extension)
• ✅ XModules installed (for desktop automation and file access if needed)
• ✅ Access to your WFM/CRM dashboard
• ✅ A test CSV file to log the extracted report names (optional)

Step 1: Record the Macro

1. Open UI.Vision and click Record.
2. Perform these actions manually while recording:
   • Go to the WFM login page and enter your credentials.
   • Navigate to Reports > Real-Time Reports > Adherence.
   • Apply filters (Date = Today, Team = XYZ).
   • Click the Export or Download button.
3. Stop recording.

Step 2: Refine the Macro Commands

In the Commands tab, you can tweak the steps as needed.

{
  "Name": "RTM_Report_Download",
  "CreationDate": "2025-03-16",
  "Commands": [
    {
      "Command": "open",
      "Target": "https://your-wfm-dashboard.com/login",
      "Value": ""
    },
    {
      "Command": "type",
      "Target": "id=username",
      "Value": "YourUsername"
    },
    {
      "Command": "type",
      "Target": "id=password",
      "Value": "YourPassword"
    },
    {
      "Command": "clickAndWait",
      "Target": "id=loginBtn",
      "Value": ""
    },
    {
      "Command": "clickAndWait",
      "Target": "link=Reports",
      "Value": ""
    },
    {
      "Command": "clickAndWait",
      "Target": "link=Real-Time Adherence",
      "Value": ""
    },
    {
      "Command": "select",
      "Target": "id=teamDropdown",
      "Value": "label=XYZ Team"
    },
    {
      "Command": "clickAndWait",
      "Target": "id=exportButton",
      "Value": ""
    },
    {
      "Command": "pause",
      "Target": "5000",
      "Value": ""
    },
    {
      "Command": "echo",
      "Target": "Report downloaded successfully",
      "Value": "green"
    }
  ]
}

Step 3: Automate the Report Name (Optional)

If you want to rename the report file with a timestamp, you can use XModules and an external script like Python or a Batch file.

Batch Example:

rename "Adherence_Report.csv" "Adherence_Report_%DATE%.csv"

Python Example:

import os
import time
timestamp = time.strftime("%Y%m%d-%H%M%S")
os.rename("C:/Downloads/Adherence_Report.csv", f"C:/Reports/Adherence_Report_{timestamp}.csv")

Step 4: Schedule the Macro (Optional)

• Use Task Scheduler (Windows) or cron jobs (Linux/Mac).
• Run UI.Vision macros on a schedule using the Command Line API.

Example command line to run the macro every 30 mins:

"C:\Program Files\Google\Chrome\Application\chrome.exe" "file:///C:/path-to/ui.vision.html?macro=RTM_Report_Download&close=1"

Step 5: Add an Email Notification (Optional)

After downloading the report, you can automatically email it using PowerShell, Python, or even integrate with Outlook automation.

PowerShell Example:

Send-MailMessage -From "rta@yourcompany.com" -To "supervisor@yourcompany.com" -Subject "RTM Report" -Body "Attached is the latest adherence report." -Attachments "C:\Reports\Adherence_Report_20250316.csv" -SmtpServer "smtp.yourcompany.com"

Benefits for Real-Time Analysts

• ✅ Frees up time spent on manual report pulling
• ✅ Ensures timely data for decision-making
• ✅ Reduces errors and missed deadlines
• ✅ Scalable—expand to multiple reports or dashboards
• ✅ Easy to tweak based on new KPIs or report formats

Key Features of UI.Vision RPA

• No-Code/Low-Code Automation: Easy-to-use recorder for non-programmers.
• Cross-Platform: Automate both web-based and desktop tasks.
• Visual Automation with OCR: Automate tricky UIs with image recognition and OCR.
• Flexible Scripting Options: Integrate with Python, JavaScript, and command-line scripts.
• Free & Open Source: Access core features for free, with optional paid extensions.

Final Thoughts

Automating Real-Time Management (RTM) report extraction using UI.Vision RPA is a game-changer for Workforce Management teams. Instead of spending hours manually gathering data, you can focus on proactive monitoring and optimization.

UI.Vision’s simplicity and power make it an excellent RPA tool, whether you’re pulling adherence reports, monitoring SLAs, or preparing hourly performance dashboards.

Helpful Links

• 🔗 UI.Vision Official Website

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