Data Explorer

Data Explorer gives you a powerful, flexible way to search, filter, and export your SwitchBase data — going far beyond the standard Dashboard view. Build custom column layouts, pull in related records, sort with precision, and import or export data via CSV.

Enable Data Explorer

Data Explorer is available to all organizations but must be enabled per role before your team can access it.

  1. Go to Admin → select Roles
  2. Open the Role you wish to update
  3. Locate the Data Explorer permission toggle and switch it on
  4. Click Save

📸 Screenshot: Role Settings page with Data Explorer toggle highlighted

Open Data Explorer

  1. Click Admin in your Navigation panel
  2. Select Data Explorer

Select a Form

Data Explorer displays one Form's records at a time.

  1. Click the Forms drop-down at the top of the page
  2. Select the Form you wish to explore → ex. Event

📸 Screenshot: Forms drop-down open showing available Form options

The Records Table will populate with that Form's records, displaying default column headers such as Record Key, Event Name, Event Date/Time, Event Type, Event Summary, Command Center Manager, and Event Marker Templates.

Add & Configure Filters

Use the filter bar above the Records Table to narrow your results.

  1. Click Add Filters
  2. Select the Field you wish to filter by → ex. Event Type
  3. Choose your filter condition and enter or select a value
  4. Add additional filters as needed — all filters apply simultaneously
  5. Click Clear Filters to reset

📸 Screenshot: Add Filters panel open with a sample filter applied

Filter by Related Records

Use the Related Records filter to isolate records connected to a specific parent record.

  1. Click the Related Records link filter
  2. Select the related record you wish to anchor your results to → ex. a specific Event
  3. The Records Table will update to show only linked records

Sort Your Results

  1. Click Sort above the Records Table
  2. Select the Field you wish to sort by → ex. Event Date/Time
  3. Choose Ascending or Descending
  4. Add additional sort levels as needed for multi-level sorting

📸 Screenshot: Sort panel with a two-level sort configured

Customize Your Columns

Add, remove, or rearrange columns to build a view tailored to your needs.

  1. Click the Fields selector above the Records Table
  2. Check or uncheck Fields to add or remove them as column headers
  3. Drag Fields up or down to reorder the columns
  4. Your custom view will update immediately in the Records Table

📸 Screenshot: Fields panel open with several fields checked and unchecked

Search Across All Data

Unlike standard Dashboard views, Data Explorer searches your entire dataset — not just the last 30 days.

  1. Apply your desired filters and column configuration
  2. Scroll through or sort the full record history with no date restrictions

Import & Export CSV

The Import CSV and

Data Explorer