Overview
The Report Builder menu in Paradigm allows you to extract information stored within the system and generate reports designed to meet your business or institution’s requirements. Reports can be produced in multiple formats (e.g. HTML, CSV, XLS, JSON) to address your reporting needs. Data or information can also be accessed by external software or application via API. To increase the efficiency of some of your processes as a business or institution (e.g. enrol, update information, email communications), this menu will also allow you to generate bulk targeted sets of information depending on your required bulk actions.
Complexity:
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| title | Report Builder Introduction |
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Introduction to Report Builder
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All data in Paradigm are stored in tables, and the collection of tables (organised and structured) is called a database. Report Builder allows you to extract data from the database and generate the required data for you to make meaning and analysis. Knowing what data or information to extract is key in building a report. Report Builder is built on SQL (Structured Query Language), however, you don’t need to be able to write in SQL to create reports. It has a friendly user interface to help you create your reports.
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Create a new report that meets your unique requirements by following these 5 simple steps:
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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.
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.
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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.
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| title | API |
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| title | Bulk Communication |
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| title | Output Formats for Reports |
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Workflow
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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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Advanced Report Builder
Expand your use of report builder by applying the following features and configuration options:
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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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| title | How to generate a report using Report Builder? |
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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.
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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.
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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?
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.
...
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.
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