Mandatory Selection Filters for Report Generation

YouTube: Jan 2026 Release Notes: Mandatory Selection Filters for Report Generation

Jan 2026 Release Notes: Mandatory Selection Filters for Report Generation

In this tutorial, we will introduce the newly added feature “Mark Report Selections Required for Report Creation” available in the Set Schedules for Report Generation module in Logic ERP.

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Open Set Schedules for Report Generation

• Navigate to Set Schedules for Report Generation from the main menu.

• Under Setup Templates, create a new report schedule template.

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Allocate Reports to the Template

• Navigate to Assign Report to Template.

• Click on Allocate Reports.

• Select the required Report Configurations.

• Click Add, then click OK to confirm.

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Configure Report Schedule Settings

• In the Report Settings column, press the Space bar.

• The Edit Report Schedule window will open.

Here, you will find the newly added option: “Mark Report Selections Required for Report Creation.”

Configure Report - Any Time

• Mark Party, Item, and Company filters as Required

• Set Schedule Type to Any Time

• Define the maximum number of days allowed for report generation

• Save the settings

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Configure Report - Time Between

• Press the Space bar again for the second report configuration.

• Set Schedule Type to Time Between

  • From 10:00 AM to 6:00 PM

• Select Allow to permit report generation within the defined time range

• Set Max Days Limit to Today

• Mark the Party filter as Required

• Save the settings

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Assign Template to User

• Navigate to Assigned Template to User.

• Press the Space bar in the Template Name column.

• Select the created template and assign it to the required user.

• Click Save.

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Verify Functionality as Assigned User

• Log in using the user account to which the template has been assigned.

• Attempt to generate the first report configuration.

Required Filter Validation

• The system displays an information message stating that Party selection is mandatory

• Since Party, Item, and Company are marked as required, the report cannot be generated without selecting these filters

• After selecting the required filters, the report is generated successfully

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Validate Time and Date Restrictions

• Attempt to generate the second report configuration.

• The system checks:

  • Allowed time window (10:00 AM to 6:00 PM)

  • Maximum allowed date range

If the date range exceeds the allowed limit, the system displays a message indicating that the user is not authorized to generate the report for more than the permitted number of days.

• Set the date range within the allowed limit.

• Select the required Party filter.

• Generate the report again.

The report is generated successfully after meeting all defined criteria.

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Summary

• Mandatory filters can now be enforced during report generation

• Prevents report creation without required selections

• Supports time-based and date-based restrictions

• Enhances data accuracy, control, and user-level authorization

• Ideal for scheduled and sensitive reports