Step 4 - Add Filter Clauses

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 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 to remove the need for manual editing (removing rows) from the output before it is ready to support business decision-making.

Assumptions

Before you follow the instructions below, the following are assumed to be true:

• You have already chosen a base or saved report and is already loaded into the system. If this is not the case, start with Step 1 - Select a Base Report instructions;

• You have already selected the columns (data or information) you want to be included in your report output. If not, refer to the Step 2 - Add and Remove Fields instructions; and

• You have already renamed and reordered the fields (if necessary and required) that you want to see in your report output, refer to the Step 3 - Rename and Reorder Fields instructions.

Workflow

1. After you have renamed and reordered the fields from Step 3 - Rename and Reorder Fields instructions, follow the instructions below to add your filter clauses:

Go to the FILTER CLAUSES section, by default it's on the Set Filter Clauses tab. Choose either the AND SET or OR SET option depending on how you structure your filter clauses. Refer to the Logical Operators AND | OR and Nested Operators Using the AND and OR Rule Set if you want more context on when to use the AND and OR operator.

If you have selected the AND SET you will be given an option to enter a description of the filter clauses you are about to set under this AND Rule Set.

If you have selected the OR SET you will be given two sets of inner AND Rule Set with the option to enter a description for each set.

1. Click the ADD RULE button to add a filter clause under your selected Rule Set.

1. Add your filter clause in the following order:

(1) Select the type of operator that you want to use in the first column. Select either of the following: Inclusive, Exclusive, and Advanced. Refer to the Basic Comparison Operators and the Complex Comparison Operators pages if you need more context on the available operators you can use in Report Builder.

(2) Select the Paradigm field or column name that you want to set or compare the value to. For example, select the Course Id field if you want to filter the result to a specific course.

(3) Select the operator that you want to use. Note that the options that will appear here are dependent on the type of operator that you have selected in the first column.

(4) Enter or select the value that you want to compare the field or column name to, e.g. selecting from the Courses or Statuses if the intention is to produce an output in a specific Course and Enrolment Status and entering the data if you want to set a specific Start Date where you report should start.

1. Click the ADD RULE button each time you want to add a filter clause. If you want to add another Rule Set, just select either the AND or OR SET at the bottom of the FILTER CLAUSES section.

OPTIONAL STEP

Refer to the Form Label | Appear on Form Section page if you want some of the fields to be dynamically inputted by the user each time a report is run.

1. Once you’re done with adding all the required filter clauses you want for your report, you have the option to click the VALIDATE RULES button to check for any errors in your clauses.

2. Proceed to the next page for the next step: Save Report

Comparison Operator Type

As mentioned in the workflow above, the comparison operators are categorised into three: Inclusive, Exclusive, and Advanced. The operators that will appear in the third column when adding a filter clause are dependent on what type of operator is selected in the first column, see the demo below on how you can navigate to find your intended operator.

Example

Generate a Report of Students Enrolled in the "Bachelor of Accounting" Course who started on "2022-01-01" and those who have a Country or Citizenship as "Australia". The Base Report used is the "Student Course Enrolment Details"

Note that the operators used in the sample demo below are all under the Inclusive type.