Step 1 - Select a Base Report
This page will provide you with instructions on how to select a Base or Saved Report as the first step in building a report in Report Builder
Overview
Selecting a Base or Saved Report is the first step in building your report. The report that you will select is crucial to your intended report output. One of the key considerations in selecting a report is the information or fields that are available in the existing report - it should contain the fields that you need in building your report.
There are two sections in Report Builder where you can access, select, or reuse previously created reports or default reports saved on your system during the onboarding process: the BASE REPORT DESCRIPTIONS and the SAVED REPORT DESCRIPTIONS section.
Base Report Descriptions Section
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.
Refer to the list on the Base Reports page that 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 Descriptions Section
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.
Depending on the Scope of the report as it was saved - whether it was set in global or private scope (see Step 5 - Save Report for more details), there are two areas you can select the saved report to load:
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
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. The reports shown in the dropdown are the reports you have previously generated that were set as Private. Setting the report as Private would make it accessible to only the person who created it.
Workflow
Choose Reports > Report Builder menus on the side. Go to the BASE REPORT DESCRIPTIONS section.
NOTE:
Go to the SAVED REPORT DESCRIPTIONS section if the report that you are trying to produce is one of the customised reports built or saved by someone in your business or institution before (as discussed in the above section)
Click the drop-down menu to see all the possible base or saved reports, and click the scroll bar if necessary to see the full list.
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.
Check in the REPORT COLUMNS section to find out whether the data columns or fields that you need are included in that report.
If the report that you loaded does not contain the right data or information you want for your report, you can select another base or saved report (repeat Steps 2-3).
It will load the new report and allow you to check whether this report contains the data that you wish to retrieve. Repeat the steps above (Steps 2-3) to check all the other base reports until you are satisfied with the available columns or fields you think may be closer to what you want to produce.
Proceed to the next page for the next step: Add and Remove Fields
Last updated
