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4. Filter Dashboards & Reports

Refine Dashboards & PDF Reports​

Dashboards and PDF Reports are powered by Widgets. Filtering a Dashboard displays the exact Records you wish to analyze — provided you have selected and configured the proper Widgets!

To fine-tune your Dashboards:

  1. Design Report-centric Dashboards → as discussed in Dashboards — Start
  2. Optimize your Widgets → as explained in Configure Widgets
  3. Filter your Dashboard Widgets → as described in Filter Your Dashboards + Use Case

Convert a Dashboard → PDF Report​

Filtered DashboardPDF Report
Event Command CenterPDF
Summarize your Events with AI

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Filter your Dashboards​

Use Case — Improved Wet Spill Response​

Ward utilized Dashboard filtering to analyze over 751 custodial records, focusing on spill frequency and response times:

  • The Insight → The data disproved the assumption that bench seats had more spills; in reality, spills were nearly equal across all seating types

  • The Result → By reallocating staff and leveraging SwitchBase communication tools, the team achieved a 71% reduction in response times

Spills BYU

How to Filter​

To create a filtered Dashboard/Report → and track the status of Ward's incessant "Spill" issues:

  1. Open a target Dashboard → ex. Event Command Center

  2. Apply your Filters:

    • A. Set the Date Range filter to 365 Days
    • B. In the Issue Status → pick Closed and Dispatched
    • C. In the Search Description filter → enter spill
    • D. In the Records Table → sort the Metadata (date) so the most recent Records appear at the top
    • E. Open the most recent Record displayed in the Records Table

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Download your PDF Reports​

Adobe created PDFs in the 1990s as a universal solution for document sharing. PDFs preserve consistent formatting across devices — making them perfect for Reports!

SwitchBase :::

Any Dashboard can be turned into a Report with a few clicks:

  1. Select a Dashboard

  2. Optional: Customize your Report by filtering the Dashboard → see Filter your Dashboards

  3. Click the Print/Download button

    Open Record

  4. Include or Exclude the Dashboard's Title → by checking or unchecking the box

  5. Select either Portrait or Landscape

  6. Click Download

    Print options

Share your Reports​

To share a Report:

  • Locate your PDF in your Downloads folder
  • Share your Report → via email, social media, chat, Zoom, Teams, Slack, etc.
  • Print your PDF for stakeholders

SwitchBase

Open Records from PDFs​

  • If you have a question about a specific Record, click its Record Key on any PDF Report
    • Record Keys are alphanumeric identifiers → ex. AAG-731
  • The Record will pop open so you can examine it in isolation
    • This capability is handy for stakeholders who must review specific incidents → ex. the Records found in Risk Reports

SwitchBase

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Summarize an Event with AI​

To generate and refine a summary of an Event:

  1. Select an Event from your Event Controller

  2. Click the Open Event Icon and open the complete Event Record

    Open Event Icon

  3. Scroll to find your Summary Field → and click its AI icon

    AI1

  4. Blink twice as your Event's Records are summarized

  5. To start making improvements, click the Refine button

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  6. Improve and focus your summary by adding or excluding information → ex. "Move Magic Moments to the top" → then click Refine

    AI 45

  7. Continue refining until you are satisfied → then click Save

    alt text

  8. Copy and paste your summary from its window → and place it anywhere you like

    Savet

Reset your Event Summary Field and Start Over​

To completely redo your AI Summary

  1. Select → and Delete all of the Text in your Summary field

    Select All

  2. The AI Icon will reappear

    • Click the AI icon
    • Refine as needed

    Redo

Add AI Summary Fields to your Forms​

You need two things to create AI Summaries:

A. To add a Multiline Text Field to a Form:

  1. Select the Add Field

  2. Pick Text

  3. Click Multiline

alt text

  1. Click ✓ Save Changes

Add AI Event Summary Widgets to your Dashboards​

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