Walk 5k → Filters & AI Reports

Introduction

In this lesson, you'll:

• Filter a Dashboard to generate a PDF report (1-2)
• Summarize an Event with AI (3-4)
• Ask AI to generate a venue-wide analysis (5-6)

→ in SwitchBase Web

1. Read About → Filtering and Reporting

• Quickstart 5 → Filter Dashboards & PDF Reports (3 min)

2. Try It → Filter for an Annual Report

1. Open Thunderhawk Events and the Event Command Center Dashboard

2. Clear (x) ALL of the filters in the Event Command Center if needed

3. Filter in the following way:

   • 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 oldest Record appears at the top
   • E. Open the most recent Record displayed in the Records Table

   

Download a PDF Report

4. Having set your filters, Download your PDF report → Hint✋

   • Click the Download/Print icon

   

5. Include the Title and choose Landscape followed → by Download

   

6. Open your PDF Report from your Event Computer's Download folder

   • Inspect your Report → if necessary repeat steps 1-5 if the Report isn't what you want

   

7. Share your report with karl@switchbase.com! Hint✋

Open a single Report from the PDF

8. From your PDF file, click any Record to open it

9. Optional: Print that Record

3. Read About → Creating Event Summaries with AI

• Quickstart 3 → Summarize an Event with AI (3 min)

4. Summarize an Event with AI Auto-fill

1. Reopen Thunderhawk Events and the Event Command Center Dashboard

2. Select the Event you created in Walk 3

3. Open the Event in the Edit Record panel

   

4. Scroll down to your Event Summary Field → and click its AI icon

5. Refine your summary by excluding the Medical issues

5. Read About → Reporting with Ask AI

• Quickstart 3 → AI Auto-Fill & Ask AI (3 min)

6. Try It → Create Report with Ask AI

Try a few questions to generate a Report using Ask AI at Thunderhawk Events. Here are a few samples:

• Give me a breakdown of all the spill related records created at Thunderhawk. Break it down by the type of spill and tell me if they were closed or remained open.
• What is the most common type of event held by Thunderhawk Events?
• How well is the staff responding to the needs of guests when compared with the SOPs established for Thunderhawk Events?

1. To generate a Report with Ask AI:

   • A. Click Ask AI
   • B. Select + New chat
   • C. Input your question
   • D. Press Send
   • E. Review the Report

   

→ in SwitchBase Mobile

7. Read About → Viewing and Filtering Dashboards in Mobile

• View & Filter Dashboards (1 min)

8. Try It → Filter a Report in Mobile

1. Open Thunderhawk Events and the Event Command Center Dashboard

2. Clear (x) ALL of the filters in the Event Command Center if needed

3. Filter in the following way:

   • Set the Date Range filter to 365 Days
   • In the Search Description filter → enter spill
   • In the Issue Status → pick Closed

---