How to Set Schedules and Mandatory Filter Selection for Report Generation?
In this tutorial, you will learn how to schedule and control report generation in Logic ERP.
This feature allows you to define when, how, and under what conditions reports can be generated by users.
Open Report Scheduling Setup
To begin:
Go to the User Access Module.
Open Set Schedules for Report Generation.
This window contains three key tabs:
Setup Templates
Assign Reports to Templates
Assign Templates to Users
Create a Template
Templates act as a base configuration for report scheduling.
Go to Setup Templates Tab.
Click New.
Enter the Template Name.
Click Save.
Result: Template is successfully created.
Assign Reports to Template
Now assign reports to the created template.
Go to Assign Reports to Templates Tab.
Select the Template.
Click Allocate Report.
Add Reports:
Select the Report you want to assign.
Choose the Report Configuration(s).
Click Add → Click OK
The selected reports are now linked to the template.
Configure Report Settings
Now define rules for each report configuration.
Press the Spacebar in the Report Setting Column.
This opens the Edit Report Schedule Window.
Example 1: Basic Configuration
Mark required filters:
Party
Item
Company
Set:
Schedule Type: Any Time
Max Days Limit: (as required)
This ensures report cannot be generated without required filters.
Example 2: Time-Based Restriction
Set:
Schedule Type: Time Between
Time Range: 10:00 AM – 6:00 PM
Permission: Allow
Define:
Max Days Limit: 2 Days
Required Filter: Party
Click Save
Assign Template to Users
Go to Assign Templates to Users Tab.
Select a user by clicking on "User Selection".
After selecting the user, refresh the screen and then press the spacebar in the Template column.
Select the Template.
Click Save
Result: Template is successfully assigned to the user.
Log In as Assigned User
Log out and log in with the same user.
The assigned template settings will now be applied.
Implement Report Generation (Validation Rules)
Scenario 1: Missing Required Filters
Try generating a report without selecting required filters.
Result:
System shows message:
"Party must be selected before creating a Report"
Scenario 2: Valid Report Generation
Select all required filters:
Party, Item, Company
Generate report
Result: Report is generated successfully.
Implement Time & Date Restrictions
Case 1: Time Restriction
Generate report within 10:00 AM – 6:00 PM
Allowed
Case 2: Exceeding Date Limit
Try selecting more than 2 days range
Result: System restricts report generation
Correct Approach:
Select 2-day range
Select required Party Filter
Generate report
Result: Report is generated successfully.
Key Benefits of Report Scheduling
Control report access by user
Enforce required filters before generation
Restrict report usage by time and date
Improve system performance and discipline
Enhance data security and compliance
Final Outcome
You have successfully learned how to:
Create Report Templates
Assign Reports to Templates
Configure Report Rules & Restrictions
Assign templates to Users
Control report generation effectively
Your system is now optimized for secure and controlled report management.
