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Walk 5k → Filter & Share Reports

Introduction​

In this lesson, you'll Filter Dashboards to focus your Reports.

Try it!​

→ in SwitchBase Web​

key reading for Staff members

Start by reading Quickstart 4 → Filter Dashboards & Reports (3 min)

SwitchBase Web Checklist

Filter a Dashboard for an Annual Report​

  1. Open Thunderhawk Events and the Event Command Center Dashboard → Hint✋

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

  3. Filter in the following way: → Hint✋

    • 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 → Hint✋
    • E. Open the most recent Record displayed in the Records Table

    Filter

Download a PDF Report

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

    • Click the Download/Print icon

    Download

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

    landscape

  3. 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

    PDF

  4. Share your report! Hint✋

Open a single Report from the PDF

  1. From your PDF file, click any Record to open it Steps ▶

  2. Optional: Print that Record

Summarize your Event with AI → Steps ▶

  1. Reopen Thunderhawk Events and the Event Command Center Dashboard → Hint✋

  2. Select the Event you created in Walk 3 → and open the Event in the Edit Record panel

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

  4. Refine your summary by excluding the Medical issues

→ in Switchbase Mobile​

key reading for Staff members

A. Start by reading → View & Filter Dashboards (1 min)​

checklist

Filter a Dashboard for your Quarterly Report​

  1. Open Thunderhawk Events and the Event Command Center Dashboard → Hint✋

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

  3. Filter in the following way: → Hint✋

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

→ in your Home Organization​

Follow your Home Organization's events

If you have access to your Home Organization:

  • Open your Dashboards and filter the results
  • Generate a PDF Report
  • Summarize an Event with AI
  • Share it with someone!

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