Step 5 - Save Report
This page will provide you with instructions on how to save your report as the fifth step in building a report in Report Builder
Overview
Reports can be saved and utilised again by you or by any other users in your business or institution depending on how you save your report. You can set the scope and access to your report in Report Builder, and its accessibility is to be determined by the details when saving your report.
When a report has been sufficiently customised it is desirable to save the changes for future use.
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;
You have already renamed and reordered the fields (if necessary and required) that you want to see in your report output, refer to Step 3 - Rename and Reorder Fields instructions; and
You have already added filters (as necessary and required) for your intended report output, refer to Step 4 - Add Filter Clauses instructions
Workflow
After you have followed through the instructions from Step 1 - Step 4, you can now save your report by following the instructions below:
Note that you have the option to skip saving your report first until you are satisfied with your report output. Skip to the next workflow: Step 6 - Format Report >> Step 7 - Produce Report to run your report without saving.
To save, scroll down to the SAVE REPORT section. Save your report by filling out the fields with * as they are the required fields when saving a report.
(A) Name – give a saved report a detailed name and description to improve discoverability by other system users and to avoid the likelihood of other users reinventing the wheel by creating a report that essentially serves the same business requirement.
(B) Description – a brief description of what the report is for or the data that the report will provide.
(C) Permission – a group of users with system access who can access your report
(D) Type – the section/type of data that the report belongs to (Provider, Student, Financial, Marketing, Saved Search, All). Take note of the type that you have entered here as you need it to access your saved report, see Run a Saved Report. This field determines where in the Reports section of Paradigm you saved your report.
NOTE:
When you set the Type to 'Dashboard Listing' and the Scope to 'Global,' the report will appear on the dashboard screen for all users with the specified Permission levels
(E) Scope – who has access to this report: (Global - all users can access this report, Private - only I can use this report). Selecting the scope of your report will determine where it will be shown in the dropdown when selecting a Base or Saved report in the future, see Step 1: Saved Report Descriptions Section
(F) Status – (Active, Archived, InActive, In Progress) Set this field to Active if the intention is to save it as an active report to be used
(G) Limit Report to Provider – applicable if you have multiple campuses/provider records that you want the report to be made available. Set this field if you only want the report to be visible to a specific campus or Provider.
After filling out all the required fields, click the SAVE REPORT button.
You have the option to generate your report every time you want to try out a new condition or filter clause just so you can see the output and verify if your conditions or filter clauses are indeed working. This is also one way of checking if there are any errors in how you structure your clauses (syntax errors).
You can try to generate your report within Report Builder by continuing to follow the next workflows: Step 6 - Format Report >> Step 7 - Produce Report
Alternatively, you can run the report that you just saved by following the workflow: Run a Saved Report.
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