Default Date Range for Reports

YouTube: How to Define a Pre Set Date Range for Reports?

How to Define a Pre-Set Date Range for Reports?

In this tutorial, we will demonstrate how to configure a default date range for all reports in Logic ERP. This feature allows users to automatically filter reports using a predefined time range, reducing repetitive date selection and improving efficiency.

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Understand the Default Behavior

• By default, report date ranges in Logic ERP are set from April 1st to March 31st (the financial year).

• However, you can change this to better suit your operational or analytical needs.

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Enable the Default Date Range Setting

• Open the Logic Admin Panel.

• Navigate to the "Global Settings" and then select "Others".

• Under the "Common Settings" Locate the option labeled as: “Default Date Range for Reports”.

• A dropdown menu will appear.

• Select one of the following predefined options:

  • Default

  • Current Date

  • Last One Day

  • Current Month

  • Last N Days

As mentioned above, follow the given steps and select the appropriate option from the dropdown as per your requirement.

For example, selecting "Current Date" will configure all reports to show only the data for today.

• Click Save to apply your selection.

• Restart Logic ERP for the changes to take effect.

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Functionality Review and Validation

• Open any report—for example, the Sales Register Report.

• You will notice that the "From" and "To" date fields are now automatically set based on your selected default range.

• The report will display entries according to that date filter.

  E.g., With “Current Date” selected, only today's bills will appear.

As you may observe in the report, the date range is set to display today’s date by default.

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Conclusion

The “Default Date Range for Reports” setting in Logic ERP helps users save time and ensures consistent reporting by applying a preferred time range across all reports automatically.