# Set Schedules for Report Generation
**YouTube:** [How to Set Schedules and Mandatory Filter Selection for Report Generation?](https://www.youtube.com/watch?v=4Yr5zTRWz3o)
## 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**.
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