# Mandatory Selection Filters for Report Generation

**YouTube:** [Jan 2026 Release Notes: Mandatory Selection Filters for Report Generation](https://www.youtube.com/watch?v=TRbp1O8yrqs)

## 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**.

***

### 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**.

<figure><img src="/files/j1rujZPUGBkAwO1KFgX3" alt=""><figcaption></figcaption></figure>

***

### Allocate Reports to the Template

* Navigate to **Assign Report to Template**.
* Click on **Allocate Reports**.

<figure><img src="/files/faLIOxBay27N5HmgHXCo" alt=""><figcaption></figcaption></figure>

* Select the required **Report Configurations**.
* Click **Add**, then click **OK** to confirm.

<figure><img src="/files/ZlYAZtFFDI3U4FNagghX" alt=""><figcaption></figcaption></figure>

***

### 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:\
> \&#xNAN;**“Mark Report Selections Required for Report Creation.”**

<figure><img src="/files/O2CTb6brF9K9U0pmRC23" alt=""><figcaption></figcaption></figure>

#### Configure Report - Any Time&#x20;

* Mark **Party**, **Item**, and **Company** filters as **Required**
* Set **Schedule Type** to **Any Time**
* Define the **maximum number of days** allowed for report generation

<figure><img src="/files/b8LNfoqvRhro3UEhYgLH" alt=""><figcaption></figcaption></figure>

* Save the settings

***

### Configure Report - Time Between&#x20;

* 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**

<figure><img src="/files/b8H23E4999lRcBkzd6x3" alt=""><figcaption></figcaption></figure>

* Save the settings

***

### Assign Template to User

* Navigate to **Assigned Template to User**.

<figure><img src="/files/wORWxRgUeKySQDq1gweD" alt=""><figcaption></figcaption></figure>

* Press the **Space bar** in the **Template Name** column.
* Select the created template and assign it to the required user.

<figure><img src="/files/85VuW1wuX90q5gssergm" alt=""><figcaption></figcaption></figure>

* Click **Save**.

***

### 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**

<figure><img src="/files/GDizrVFNmT42UfBLJTTd" alt=""><figcaption></figcaption></figure>

* 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

***

### 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**.

<figure><img src="/files/WFtU8LUyJLPJHivoLQfl" alt=""><figcaption></figcaption></figure>

* 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.

***

### 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://kb.logicerp.com/logic-erp-version-release-notes/january-2026/reports/mandatory-selection-filters-for-report-generation.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.