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: MEDIUM to HIGH
How does Report Builder work?
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.
The following are the sections you can see under the Report Builder menu in Paradigm. All the form’s functionalities, fields, and buttons are explained in detail, which will serve as your reference and will set your expectations on what you can and cannot do when you get to the point of following the workflow on how you can generate your report.
Workflow
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.
Basic pre-defined reports – start your search in the BASE REPORT DESCRIPTIONS section.
Previously customised or requested saved reports by someone in your business or institution or from one of our Support Team – start your search in the SAVED REPORT DESCRIPTIONS section.
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.
Base Reports | Saved Reports >>> Report Columns >>> Filter Clauses >>> User Defined Parameters >>> Order By Clauses >>> Generic Report Query >>> Summarise Data >>> Save Report >>> Format Report
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.
Basic pre-defined reports – start finding in the BASE REPORT DESCRIPTIONS section.
Previously customised or requested saved reports by someone in your business or institution or from one of our Support Team – start finding in the SAVED REPORT DESCRIPTIONS section.
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.
YES – proceed to the REPORT COLUMNS section.
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.
Basic pre-defined reports – start finding in the BASE REPORT DESCRIPTIONS section.
Previously customised or requested saved reports by someone in your business or institution or from one of our Support Team – start finding in the SAVED REPORT DESCRIPTIONS section.
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.
YES – proceed to the REPORT COLUMNS section.
NO – proceed to the FORMAT REPORT section.