Overview

Bulk processes in Paradigm which requires require a list of (a specific) group of individuals, e.g. students can be very time-consuming if done manually. Report Builder is addressing this gap (to speed up the process) by letting you select a predefined group of recipients or creating a new one – adding your own filters/conditions to the bulk list. This knowledge article will guide you on how to create a bulk list of students using the Report Builder menu.

Info
INFO The Bulk Student Select option can be used or applied to any other bulk activities you do in Paradigm. Examples are on communication events, updating student statuses in bulk, bulk enrolment to units, bulk course edit, and bulk generate invoice.

Workflow

Status
colour Green title 1

,

Status
colour Green title 2

Choose Reports > Report Builder menus on the side.

Tip
Refer to Step 1 - Select a Base Report workflow for more details on selecting a base report.

Status
colour Green title 3

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 setupset up. Click on the Load Report button and proceed to step number

Status
colour Green title 6

below.

Status
colour Green title 4

If a suitable report has not yet been setupset up, in the BASE REPORT DESCRIPTIONS section, select the ‘Student Course Enrolment Details’ (or any of the Base Reports which are related to the bulk student list that you want to generate) as the Base report and click the LOAD BASE REPORT button.

Tip
Refer to Step 2 - Add and Remove Fields for more details on how to select fields.

Status
colour Green title 5

In the REPORT COLUMNS section, select the columns as required, ensuring that the key fields are included for the type of report that you are trying to generate.

[OPTIONAL / AS REQUIRED] Follow the rest of the steps under the Introduction to Report Buildersection if you want to add more filters/conditions.

Tip
Refer to workflows Rename and Reorder Fieldsto Adding Filter Clauses for more details on how to add filters/conditions to your report.

After creating your report [with all the columns/fields required, conditions/filters applied], you have the option to save your report for future reference.

Status
colour Green title 6

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.

Status
colour Green title 7

Scroll down to the FORMAT REPORT section. Click the Bulk Student Select radio button, and click PRODUCE REPORT.

Status
colour Green title 8

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.

Status
colour Green title 9

Once the bulk list of students appears, click on the check box for each student whom you want to include in the bulk list. 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.

Tip
SUCCESS: Your bulk list is now ready to be used to for any of the bulk operations in Paradigm you are intending to use the students' list for.

Related Pages

Filter by label (Content by label)
showLabels false max 5 showSpace false cql label = "paradigm_bulk_action"

---