Overview
Sample Use Case: Sending communication emails to a specific group of individuals, e.g. students can be very time consuming if categorising the recipients is done manually. To speed up the process of selecting a group of recipients in Paradigm whom to send the communication emails to, Report Builder is addressing this gap by letting you select a predefined group of recipients or creating a new one as you go along. This knowledge article will guide you on how to go about using the Report Builder as a tool to send bulk communications in Paradigm.
Video Tutorial Link: https://www.youtube.com/watch?v=-IV-T111GuE
Related Knowledge Articles: Bulk Course Edit, Bulk Generate Invoice, Communication Event
Workflow
Make sure that there is no student currently loaded in the system
Check above the
Dashboard menu in Paradigm if you can see a student detail. If there is not, you can proceed with the
instructions. If there is
, unload the student record by choosing Student > Search menus on the side.
Check if the Census Date is updated to the current period
,
,
Choose
System >
Edit Time Period > Set Type:
Census Period.
Click the
SEARCH TIME PERIODS button.
Generate a group of recipients to your email using Report Builder
,
Choose
Reports >
Report Builder menus on the side.
Scroll to the
SAVED REPORT DESCRIPTIONS section. Click on the
Global Reports drop box and select a suitable report that your institution has set up to generate a bulk student list if one has already been setup. Click on the
Load Report button and proceed to step number
below.
If a suitable report has not yet been setup, in the
BASE REPORT DESCRIPTIONS section, select the ‘Student Course Enrolment Details’ as the Base report and click the
LOAD BASE REPORT button.
In the
REPORT COLUMNS section, hold the
Ctrl key to select multiple columns as required, ensuring that the key fields are included for the type of report you are trying to generate
(see this page: Step 2 - Add and Remove Fields for more details on how to select fields).
Ensure that the
BASE REPORT PARAMETERS are correctly set to cover the required unit enrolment start and end dates and enrolment status values to produce a list that contains the required students.
Scroll down to the
FORMAT REPORT section. Click the
Bulk Student Select radio button, and click
PRODUCE REPORT.
This will take some time to run, and will depend on the scope of the list being created. Please wait for the screen to refresh and reload with a list of the students returned by the report.
Once the bulk list of students appears, click on the
check box for each student who is to receive the communication. You may choose to select all and then deselect specific students from the list, or you may choose to select only specific students from the list, and click the
ADD SELECTED TO LIST button. This may take a few moments to store the list in memory. Please wait for the list to appear.
Create a Communication Event
Follow the rest of the instructions on this article:
Communication Event to proceed with sending bulk communications to your selected or newly created recipients.
Video Tutorial
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