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NOTE: This workflow section will guide you on how to generate reports in Paradigm using existing base or saved reports. This is applicable if the report that you want to produce has (exactly) the same data or information you want. 1️⃣ Base Report or Saved Report >>> 2️⃣ Format Report
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NOTE: This workflow section will guide you on how to generate customised reports in Paradigm. This is applicable if the report that you want to produce has some data or information from existing base or saved reports, filter the data with operators and conditions. 1️⃣ Base Report or Saved Report >>> 2️⃣ Customise (Report Columns, Filter Clauses, User Defined Parameters, Order By Clauses, Generic Report Query, Summarise Data, Save Report) >>> 3️⃣ Format Report
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Base Reports | Saved Reports >>> Report Columns >>> Filter Clauses >>> User Defined Parameters >>> Order By Clauses >>> Generic Report Query >>> Summarise Data >>> Save Report >>> Format Report
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How to generate a report using Report Builder?
What data or information are needed for my report? 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.
Are the data or report output I want close or the same to existing Base Reports or Saved Reports? 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. Basic pre-defined reports – start finding in the BASE REPORT DESCRIPTIONSsection. Previously customised or requested saved reports by someone in your business or institution or from one of our Support Team – start finding in the SAVED REPORT DESCRIPTIONSsection.  Do I need to update the columns or the data or information currently available in my chosen existing (Base or Saved) report? 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 under the Report Columns section. You can add, remove, or updates the fields you want included here. 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. YES – proceed to the REPORT COLUMNSsection. NO – proceed to the FORMAT REPORT section. |
What data or information are needed for my report?
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.
Are the data or report output I want close or the same to existing Base Reports or Saved Reports?
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Previously customised or requested saved reports by someone in your business or institution or from one of our Support Team – start finding in the SAVED REPORT DESCRIPTIONSsection.
Do I need to update the columns or the data or information currently available in my chosen existing (Base or Saved) report?
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