Overview
Base Reports in Paradigm are composed and maintained by Silverband. They produce a cross-section of data and those reports may then be customised and saved by users to meet specific business requirements. There are two sections in Paradigm where you can access, select, or reuse previously created reports or default reports saved on your system during the onboarding process: BASE REPORT DESCRIPTIONS and SAVED REPORT DESCRIPTIONS section.
BASE REPORT
The BASE REPORT DESCRIPTIONS section in Report Builder is where you can select all the possible default reports we’ve created to address some of your common reporting requirements as a business or institution. The list inside the expand section below shows some of the Base Reports in Paradigm, each broad area of focus, and a short description of when each report might be used.
SAVED REPORT
To allow repeatability of running reports, this section has all the copies of the previously generated and saved reports in Paradigm that have been customised by someone in your business or institution, or from one of our Support Team as you required, which were customised to meet your reporting needs.
A Global Reports – these reports are copies of all the saved reports previously generated by someone in your business or institution who set the scope as Global, so all users can load the reports
A Private Reports – these reports are copies of all the saved reports previously generated by someone in your business or institution who set the scope as Private, so only the user who created the report can load the report
Workflow
1, 2 Choose Reports > Report Builder menus on the side. Go to the BASE REPORT DESCRIPTIONS Form section.
NOTE: Go to the SAVED REPORT DESCRIPTIONS section if the report that you are trying to produce is one of the customised reports generated by someone in your business or institution before (as discussed in the above section SAVED REPORTS).
3 Click the drop-down menu to see all the possible base reports, click the scroll bar if necessary to see the full list.
4 If you see a report title that appears to contain the data that you want to see, click on that report title and click the LOAD BASE REPORT or LOAD REPORT button and check in the REPORT COLUMNS section to find out whether the data columns that you need are included in that report.
INFO: If the report that you loaded does not contain the right data or information you want for your report, you can select another base report title from the base report descriptions dropdown, and click the Load Report button for that report. It will load the new report definition and allow you to check whether this report could contain the data that you wish to retrieve. Repeat the steps above to check all the other base reports which you think may be closer to what you want to produce.
5 Proceed to the next page for the for the next workflow or instructions.
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