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.
Navigation
Basic Filter Clause Operators
Nested Filters
Configuring the Report Parameters Screen
Sample Filter Clauses
Workflow
1 Click the ➕ to add a new filter clause. In the first row, under the Bracket Open column, select a bracket if you are adding to add nested clauses, if not proceed to the Column Name field.
2 Select the field name that you want to add a filter clause to under the Column Name.
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 (Navigation > Sample Filter Clauses) as your guide.
3 Select a comparison operator under the Operator column required for the field you chose under the Column Name (see above section (Navigation > Basic Filter Clause Operators) or the Complex Filter Clause Operators page for a definition of each possible operator you can use).
4 Enter the value you want for the column name to be true against the comparison operator selected.
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.
5 Select a condition or logical operator (AND or OR) if you want to add another line of clause or condition (see above (Navigation > Nested Filters section).
6 Click the ➕ before the bracket column every time you add another filter clause or condition.
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.
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.
7 Once you’re done with adding all the required filter clauses you want for your report, click the UPDATE FILTERS button.
8 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