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.
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.
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.
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
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
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.
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
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.
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
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