4. Filter & Publish Reports
About PDF Reports
Adobe created PDFs in the 90s to provide a universal solution for document sharing.
PDFs preserve consistent formatting across devices and in print — making them perfect for Reports!
Design Targeted Reports
Reports are compiled from Widgets that have been built into your Dashboards. Designing and fitering Dashboards will produce the focused Reports you wish to analyze and share!
There are several ways to improve your reports:
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Filter an existing Dashboard → explained in the next section. (How convenient!)
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Design a Report-specific Dashboard → as explained in our guide, Design Dashboards & Reports
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Tweak your Widgets → also found in our guide, Design Dashboards & Reports
Use Case — Filter your Reports
Some Widgets allow data filtering, which is ideal for creating targeted reports. This is demonstrated in the following case study:
- Ward needed a report detailing the Custodial team's response to Wet Spills, Dry Spills, and Bio-spills
- By filtering the report, he generated a view specific to the Custodial Team, showing spill frequency, completion times, and locations
- Ward initially assumed most spills occurred in the end zone bench seats (due to the lack of cupholders)
- However, filtering over 751 records revealed a near-equal number of spills in the chair seats, disproving the assumption
- This data prompted a reallocation of staff pre-positioning
- Combined with a streamlined communication system, improved prioritization, and clear accountability, the venue achieved a 71% reduction in spill response time
- Ward and the team are now exploring further improvements
To create a filtered Report → and track the status of Ward's incessant "Spill" issues:
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Open a target Dashboard → ex. Event Command Center
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Filter your Records by:
A. Selecting an Event to filter from your Event Controller → Optional
B. Pick single or multiple Filters from your Selection lists → ex. Wet spill, Dry Spill, Bio-spill, etc.
C. Apply single or multiple Status filters → ex. Reported, Dispatched, Closed
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Click the Print/download button to start downloading! See the next section
Download your PDF Reports
Any Dashboard can be turned into a Report with a few clicks:
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Select a Dashboard
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Optional: Customize your Report by filtering the Dashboard → see Filtering Dashboard Reports
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Click the Print/Download button
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Select Portrait or Landscape
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Click Download
Share your Reports
To share a Report:
- Locate your PDF in your Downloads folder
- It will have the same name as your Dashboard → ex. Event Command Center
- Rename the PDF Report if you wish
- Share your Report via email, social media, chat, Zoom, Teams, Slack, etc.
- Print your PDF for stakeholders
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Open individual Records directly from your PDF Reports
- 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
NEW → Summarize an Event with AI
To generate and refine a summary of your event:
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Select an Event from your Event Controller
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Click the open the Event's Record
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Find your Summary Field → and click its AI icon
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Blink as your event's Records are summarized
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Improve and focus your summary by adding or excluding information → ex. "Leave out the Medical issues" → then click Refine
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Continue refining until you are satisfied → then click Save
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Copy and paste your summary from it's window → then place it anywhere you like
- The name of the Event Summary Field can vary
- However, it must be a Multiline Text Field
- And, the Form must have have one or more Linked Records attached
- If you have questions, ask your Guard IQ Admin for help setting up your AI Summaries
