Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleHow to generate a report using Report Builder?

(question) How to generate a report using Report Builder?

Image Removed

The first thing to consider when using the Report Builder menu in Paradigm is to identify the needs and requirements of generating the report. The question as to why the report is needed, what are the data or information required to address your business or institution needs, and how you want it generated.

Image Removed

Status
colourGreen
title3

Workflow

...

  1. What data or information are needed for my report?

Expand

The first thing to consider when using the Report Builder menu in Paradigm is to identify the needs and requirements of generating the report. The question as to why the report is needed, what are the data or information required to address your business or institution needs, and how you want it generated.

Image Removed

2. Are the data or report output I want close or the same to existing Base Reports or Saved Reports?

...

expand

After you’ve identified your needs, the next thing to do is to check and find the closest base or saved reports currently available in Paradigm which contains all the possible data you need for your report.

Image Removed

3. Do I need to update the columns or the data or information currently available in my chosen existing (base or save) report?

...

expand

Once your chosen base or saved report is loaded, you can check all the available data or information to be extracted of that report name by checking the Report Columns section. However, if you wanted an output to be the same as your selected report, proceed to the Format Report section where you can immediately generate or produce the report without making any changes.

...