Set Schedules for Report Generation

YouTube: How to Set Schedules and Mandatory Filter Selection for Report Generation?

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.

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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

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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.

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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.

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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

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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.

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Log In as Assigned User

• Log out and log in with the same user.

The assigned template settings will now be applied.

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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.

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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.

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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

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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.