Overview
Reports when produced can be very time consuming especially if you are scanning the whole database with no filters. To avoid the need to extract out all data from Paradigm in favour of targeting just the records that are desired, Report Builder will allow you to add filter clauses. This is both to minimise the time taken to generate a report and also remove the need for manually editing (removing rows) from the output before it is ready to support business decision making.
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Basic Filter Clause Operators
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Equals (=)For this operator the data within the column name has to be an exact match. Example 1
Example 2
Not Equal !=For this operator the data within the column name can not be an exact match. Example 1
Greater Than (>)Normally used for numeric values like date, credit points. Return values greater than what has been set. Example 1
Less Than (<)Normally used for numeric values like date, credit points. Return values less than what has been set. Example 1
Greater Than Equal To (>=)Normally used for numeric values like date, credit points. Return values greater than and equal to what has been set. Example 1
Less Than Equal To (<=)Normally used for numeric values like date, credit points. Return values less than and equal to what has been set. Example 1
InIN is normally used when selecting from predefined options from the drop down box. You can also multi-select the values which you would want to be included in your clause. NOTE: In Paradigm, when you use this operator, you need to click the UPDATE FILTERS button first before you will see the options under the column Value. Example 1
Example 2
Not InNOT IN is normally used when selecting from predefined options from the drop down box, and it it will choose which of the predefined options should be specifically excluded from the results. You can also multi-select the values which you would want to be included in your clause. NOTE: In Paradigm, when you use this operator, you need to click the UPDATE FILTERS button first before you will see the options under the column Value. Example 1
Example 2
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Nested Filters
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BracketsPutting your clause inside brackets (parentheses) will tell the system to assess the conditions or clauses inside the brackets first before evaluating the clauses outside of it. Example ConditionsANDThis will return all the data or information which are true for all conditions separated by AND. Example
Output Conditions allow for clauses to be joined together to form more complex filter clauses. e.g. “Start Date” > 01/01/2019 AND “Course Enrolment Status Id” In ENROLLED. This will produce a list of students who have a start date greater than 01/01/2019 AND have a course enrolments status of enrolled. To appear in this data set the record must satisfy BOTH conditions. Or if more conditions are added using the AND condition the record has to meet all of the required criteria to be returned in the produced data set.
The example used for this report is the Centrelink report. This is a pre-saved report within the report builder “Person Status’ IN Active AND “Course Enrolment Status Id” IN Enrolled AND “Overseas Student” NOT EQUAL Yes. All three of these criteria have to be met for a record to appear within the data set produced for this report. ORThis will return all the data or information which are true for any of the conditions separated by OR. Example
Output This will produce a list of students who have a start date of 01/01/2018 OR a Course Enrolment status of Enrolled OR both. The record only has to meet ONE criteria in the filter clauses to return a value in the produced data set. NOTE: You can have multiple filters (with AND and OR conditions) that can be mixed and matched to reduce the data set to produce a specific data set from the whole database. |
Configuring the Report Parameters Screen
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If you want a report where users could dynamically enter data or information every time they run it (without having to run the report in the Report Builder menu, but just straight to the report type section where you saved the report), you have the option to set the base report parameters. You can set the parameters under the FILTER CLAUSES section or use one or more of the predefined parameters under the BASE REPORT PARAMETERS section. Using the FILTER CLAUSES section You can set the fields or parameters to be dynamically entered by the next user who will use your report by setting the last three column names under the FILTER CLAUSES section.
Example Report (UNIT ENROLMENTS INVOICED WITH NO GRADES): take note of the Form Labels, Appear on Form, and Mandatory columns which are set to YES. Report Form when run format: as a result of making the fields appear on form and making them mandatory, the user will be prompted to enter the required values each time the report is generated Utilising the BASE REPORT PARAMETERS section You can also set the suggested or available parameters under this section if required for your reporting requirements. This is very helpful if you want the user to dynamically enter or change some of the dates on which the report will become required or needed. NOTE: When you want to add one or more of the available BASE REPORT PARAMETERS on this section, you simply follow the same instructions as above, by setting the Appear On Form column to Yes and also have the option to make the field mandatory by selecting Yes under the Mandatory column. The sample base report parameters below can be added and edited when using the Student Unit Enrolment Details base report. Example
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Sample Filter Clauses
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Example Clause 1(without configuring the report parameter screen):
Example Clause 2:UNIT ENROLMENTS INVOICED WITH NO GRADES Report (with a report parameter screen configuration): Report Output Form Format when Run: |
Workflow
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NOTE: In this column, the field or column name you choose would not necessarily be included in your report output. You can choose the field here that could help you filter your result. See sample clauses above as your guide.
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NOTE: In Paradigm, when you use the IN and NOT IN operators, you need to click the UPDATE FILTERS button first before you will see the options under the column Value.
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NOTE: Only the filter clauses inside the circle with the ➖ (minus) sign will be considered as valid or part of your clauses. Normally, once you’re done with adding all your filter clauses, there will still be one circle with the ➕ plus sign on it left at the very end, disregard this and proceed to the next step.
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OPTIONAL STEP Refer to the (Navigation > Configuring the Report Parameter Screen) section above if you want some of the fields to be dynamically inputted by the user each time a report is run. |
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Introduction to Report Builder | Step 1 - Select a Base Report | Step 2 - Add and Remove Fields | Step 3 - Rename and Reorder Fields | Step 4 - Add Filter Clauses | Step 5 - Save Report