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Useful tricks for managed forms. Useful tricks for driven forms 1c uv save form values

To make timely and correct management decisions, each organization needs operational information about the availability of goods in warehouses, about its cost, and about sales. Trade organizations work with a large number of items and counterparties, and this requires a good setup of analytical accounting and quick receipt of the required information on its data. M.S. Paskova (an expert of the Laerta company) examines the basic techniques for working with standard reports in a typical solution "1C: Trade Management 8" (rev. 11), built on the basis of a data composition system and gives useful practical advice, which will be useful for both novice users and those who have switched to it from previous editions.

As the 1C: Enterprise 8 platform develops and new version 8.2, reports in systems are becoming more and more flexible, and users have more and more opportunities to customize them to their requirements, without resorting to the help of 1C programmers. The new capabilities provided by the data composition system (ACS) allow you to take advantage of the new capabilities in reporting more than ever. And, in spite of the fact that the interface of reports has undergone significant changes (in comparison with edition 10.3 of the configuration "Trade Management", hereinafter referred to as UT), the report settings are still available to the average user. Let's consider some basic techniques for working with them.

"Fast tackles"

The first thing to look for is quick tackles. They allow you to display data on certain values ​​of the report fields in the report according to the wishes of the user.

For example, take the report Analysis of the availability of goods in UT. Immediately, we note that the entire demonstration of the capabilities of reports in UT 11 will take place on the example of two reports:

Selection by some fields can be done either directly in the report form or by clicking Customization (fig. 1).


Rice. 1. Fast selection

In a collumn Comparison type the user can select different comparison conditions. For example, for the Item field, you can select the following comparison types:

  • Equals - the report will be built only for the selected item;

  • Not equal - the report will be built for the entire nomenclature, except for the selected position;

  • In the list - the report will be based on the list of nomenclature items;

  • Not on the list - the report will be built for the entire nomenclature, except for the selected items;

  • In a group - the report will be built for the entire nomenclature located in the selected folder of the Nomenclature directory;

  • Not in a group - the report will be built for the entire nomenclature, except for the items located in the selected folder of the Nomenclature directory;

  • In a group from the list - similar to the comparison In the list, only folders in the Nomenclature directory are selected as list values;

  • Not in a group from the list - similar to the comparison Not in the list, only folders in the Nomenclature lookup are selected as list values.

The checkbox (tick) to the left of the selection field indicates that selection for this field is "enabled", i.e. taken into account by the report. Unchecked fields are not taken into account even though you have selected certain values ​​for these fields.

Depending on the selected type of comparison, the Value column indicates a specific item or folder (group) of the reference book, or a list of items or folders.

An example of a simple change of report settings

To view / change the report settings, go to the menu All actions / Change variant.


Figure 2. Changing report settings

Before us opens the settings window for the selected report option (Fig. 3).


Figure 3. Settings window

The structure of the report is displayed in the upper part of the window. In fact, it is a visual display of groupings of rows and columns of a report, i.e. in what order the analytics data will be displayed in the report in rows and columns.

In the lower part of the window, information related to the report as a whole is displayed (if the top level Report ), or to a certain grouping of rows or columns of the report (if the grouping Warehouse or Nomenclature , Characteristic ) settings for displaying information and formatting fields.

Example 1. In the report Analysis of the availability of goods remove the grouping by item characteristics and add a new grouping by price group (field Nomenclature. Price group ).

Step 1. We need to remove the grouping by item characteristics, leaving only the grouping by item. To do this, in the upper part of the report settings window, click on the field Nomenclature, characteristic ... At the bottom of the window, go to the tab Groupings (fig. 4)


Figure 4. Removing the grouping by Item characteristics

Select the field Characteristic and click on the button Delete command panel. Confirm the changes made to the report settings by clicking on the button Finish editing in the lower left corner of the screen.

The result of our actions is shown in Fig. 5. As can be seen from the presented figure, the field Characteristic no longer appears in the report.


Figure 5. Result

Step 2. After deleting the characteristic, our task, according to the conditions of the example, will be to add a price group. In terms of meaning, this grouping should go a level lower than the grouping by warehouse, but a level higher than the grouping by item. Therefore, in the structure of the report, select the grouping Warehouse ... By clicking on it with the right mouse button, in context menu choose the team New grouping (fig. 6.)


Figure 6. Adding grouping by price group

In the opened editing window for the grouping field, select Nomenclature, price group (fig. 7).

Figure 7. Editing a grouping field

Let's click on the "OK" button. As you can see from the figure, a new grouping subordinate to the grouping has been added to the report. Warehouse .

Now let's select the grouping by nomenclature and, without releasing the right mouse button, drag it inside (i.e. below) the grouping by price group ... We will have the following structure:

Figure 8. The resulting structure of the report

The result of running the report:


Figure 9. Result of setting up the report

Working with custom fields

Let's now take a closer look at the new options for customizing reports in UT.

In the form of editing the structure and settings of the report, pay attention to the tab Custom fields ... Before that, we added fields to the report, the list of which was predefined by the developer. With this tab, we can create our own fields - Selection field or Expression field .

Example 2. Let's customize the report Sales history (report option ). Let's display sales data in the context of partners and nomenclature. Suppose that our company is engaged in the sale of goods in Moscow and in the regions. Thus, each client in information base belongs to a specific geographic region (props Business Region handbook Partners ). We can easily group sales data in a report by region , but what if we are interested in more aggregated statistics, in particular the answer to the question "How many goods were sold in Moscow, and how many in all other regions combined"? This is where "custom fields" come in handy.

Step 1. Let's open the report. Let's go to the form for setting up the structure of the report ( All actions / Change variant ). Let's delete in turn all the groupings previously created in the report - to do this, select each of them and click on the "Delete" button on the command panel, or use the "DEL" key.

Just as in the previous example, let's add a grouping to the report by partner , and then by nomenclature ... We already know how to do this, so it won't take much time. As a result, the structure of the report will look like this:


Figure 10. New report structure

Step 2. Let's create a new custom field. Let's open the bookmark Custom fields and execute the command Add / New selection field.

Figure 11. Adding a new field

Let's name our new field - Generalized Region.


Figure 12. Editing a new custom field

Click on the button Add (fig. 12). V new line click on the button in the column Selection ... In the appeared selection editing form, add a selection by field Partner Business Region ... Let's choose the type of comparison Equals , value - "Moscow" (Fig. 13)


Figure 13. Editing selection

Let's click on the "OK" button, after which we will return to the custom field editing window. Next, you need to click on the button in the column Meaning and in the appeared data type selection list, select Line and write "Moscow" as the value.

Let's repeat the operation. Let's add one more row to the table. This time for selection across the field Partner Business Region choose the type of comparison Not equal (fig. 14).


Figure 14. Selection with comparison type Not equal

Returning to the custom field editing window, in the column Meaning let's write "Other regions".


Figure 15. Other regions

Let's click on the "OK" button. Our new field is ready.

Step 3. Add our new field to the report structure. Selecting the top level with the mouse Report in the structure, add a new grouping. In the props Field select "Generalized region" (Fig. 16).


Figure 16. Field selection

Drag the grouping by partner and its subordinate grouping by nomenclature inside the newly created one to get the following report structure:


Figure 17. New report structure

Let's generate a report and see the result.


Figure 18. Result of report generation

Selection and sorting

Let's return to the window for editing the structure and settings of the report and pay attention to the bookmarks Selection and Sorting .


Figure 19. Selection, sorting, conditional design

If the root element is selected in the report structure ( Report ), then the settings made on these tabs will apply to the entire report as a whole. If some report grouping is selected ( Partner , Nomenclature ) - then the settings will affect only her.

Example 3. To the report Sales history (report option Revenue and cost of sales ) add selection by field Manager .

Report , go to the bookmark Selection .

Manager ... Set the type of comparison Equals , we choose "Ivanov Petr Fedorovich" as the value.


Figure 20. Selection by field manager

As a result, only those implementations where Ivan Fyodorovich Ivanov is specified as the manager will be included in the report.

Example 4. Let's display the data in descending order of sales revenue.

Open the report settings window, select the root element in the report structure Report , go to the bookmark Sorting .

From the list of fields on the left, drag the field to the right side Revenue ... Set the sorting direction Descending .


Figure 21. Sorting

The result of generating the report is shown in Figure 22.


Figure 22. Result of report generation

We save the changes made

When you change the structure of the report, you can save it using the command All Actions / Save Option .

Figure 23. Saving a variant of the report

In the form of saving the variant, using the switch, you can select Save to existing version of the report (instead of one of the already available options), or Save new variant report .

For a new option, you must specify a name (by clicking on the button Further ), and then press the button Save .


Figure 24. Saving a new version of the report

To select a previously saved version of the report, you must run the command All actions / Select option .

Figure 25. Selecting a report option

Thus, through simple changes, from one typical UT 11 report, you can get a whole set of convenient tools for viewing and analyzing a wide variety of information.

Conclusion

As you can see, it is not so difficult to use the settings of the standard UT reports. Of course, there are much more of them than we showed in the example of this article, but the above settings will allow you to get much more benefits from using the new platform and save money on hiring programmers for development.

Of course, not all report settings are the same in their structure, but having received the basic knowledge of customizing reports using the examples above, you will already be able to customize other reports you need.

User settings in 1C are usually divided into three parts.

First, the 1C platform allows each user to make their own 1C settings for convenience. For example, the settings for 1C ACS reports.

Second, in each typical and non-typical configuration, there are usually many processing that perform service actions. Processing requires customization. It's a shame to waste time re-entering settings every time you open a processing.

And finally, thirdly, for the programmer himself, in order for the program to be universal, it is better not to write some default values ​​in the program code, but to store them in some settings.

Where to store all these settings in 1C?

How 1C settings were saved before

The platform offered the following standard option:

  • When you need to remember the 1C setting, the programmer uses the function
    SaveValue ("SettingsName", Value);
  • To read the 1C setting, use the function
    Value = RestoreValue ("SettingName", Value);

Accordingly, the programmer creates buttons for saving and restoring 1C settings, and the user uses this mechanism (well, or the programmer saves them automatically).

As a value, you can use not only a number or a string, but also, for example, a Structure - a type that allows you to store a set of values ​​with their names, for example:
Settings = New Structure ();
Settings.Insert ("SettingsName", Value);
Value = Settings. Settings Name;

The 1C setting is saved for the user who pressed the button for saving the 1C settings developed by the programmer (or under which these actions were performed automatically). At the same time, 1C settings are stored in a text file in the folder with the database (when using file base data).

Also, the programmer was free to develop his own arbitrary methods for storing 1C settings using conventional methods - for example, by working with text and XML files- save 1C settings in an arbitrary way to a file.

In typical configurations, 1C report settings were saved to the information register. And the settings of 1C ACS reports can be saved to an XML file.

Standard storage of 1C settings

All these features remained in the new 8.2 platform, but finally a certain “ standard method»Saving settings - Storage of 1C settings.

The mechanism is divided into two parts - standard and custom storage of 1C settings. The standard is implemented in the 1C platform, custom is a 1C object that is created and programmed by the programmer.

The standard storage of 1C settings is used by the platform by default in thin client to save 1C user settings in the following platform mechanisms:

  • Command driven interface
  • Forms
  • Report settings and options.

The programmer can use standard storage 1C settings from the program code in the 1C language in a way similar to what it was before:

  • When you want to remember a setting
    GeneralSettingsStore.Save ("ObjectName", "SettingsName", Value);
  • To read the setting
    Value = GeneralSettingsStore.Load ("ObjectName", "SettingsName", Value);
  • To get a list of settings
    List = GeneralSettingsStore.GetList ("ObjectName");

1C settings are saved directly in the database, in special tables.

As you can see, in comparison with the old mechanism, an additional cut has been added - the name of the object. Platform, with automatic saving, the name of the 1C object in the metadata is used with an indication of the type, for example:
Report: Sales

It also became possible to manage the name of the user for whom the 1C settings will be saved, specifying it as the last parameter.

There are the following standard stores of 1C settings:

  • System Settings Storage
  • Storage of General Settings
  • FormSettingsDataStore
  • ReportUserSettings Store and ReportOptions Store.

Storage of 1C settings

The programmer can create his own settings repositories - in the configurator.

This is supposed to be done in the following cases:

  • Reference control when storing 1C settings
  • Migration of 1C settings when using
  • Special structure of 1C settings (for automatic compliance)
  • Overriding standard storages.

To create your own 1C settings storage, you need to add one in the configurator in the configuration window in the General / 1C settings storage branch.

You can override the standard 1C settings stores used by the platform in the configuration properties (the root configuration branch, which programmers usually call Root or Head).

If there is an empty string in the properties, the standard storage of 1C settings is used, otherwise, the selected one is used, and the standard one is not used.

It is possible to use the storage automatically:


In a thick client, for use, it is required to write a direct call to save 1C settings in the 1C language code:
Repositories.Settings.Name.Save ();

When adding 1C settings to the configuration of your own storage, you need to write handlers for loading and saving values ​​in the 1C language, otherwise the storage will not work.

Actually, in these functions, you yourself write the code for saving the value (to the standard storage or to a file or to a directory or to the information register, etc.), and loading the value.

Hello to everyone who recently took up 1C managed forms.

Although the idea behind managed forms ah and very interesting, but after the fat client several questions arise - the solution of which is very non-trivial.


How to get the Layout of an external report / processing?

ObjectТМП = AttributeFormVValue ("Object"); Layout = ObjectTMP.Get Layout ("My Layout");

What we used to do with functions (thick client)

Now done like this (thin client / managed forms):

StoreDynamicListsUserSettings.Save ("ParameterName", "SettingsName ", Value); Value = StorageDynamicListsUserSettings.Load ("ParameterName", "SettingsName ")

It is worth explaining a couple of nuances here:

  1. An example is given for the configuration Office of Trade 11.x. UT 11.x has several standard repositories. Standard storage does not require additional code those. you can use "AS IS". The nuance is that not all of these repositories will do what you need 🙂 - just pick the one that will work:
    1. StorageUserSettingsDynamicLists
    2. FormSettingsDataStore
    3. Storage of General Settings
    4. RepositoryUserSettingsReport
    5. System Settings Storage
  2. In UT 11 there is also a standard repository of the ReportOptions Storage - for it, a special handler has already been written in the configuration, which requires a certain structure of parameters. If you wish, you can deal with them yourself.
  3. There is also a SettingsStore object - it is intended for developing your own repositories. The nuance here is that this object by itself does nothing, it provides several handlers (empty) in which you need to write code to save the passed values. Where and how to keep a purely personal matter, of everyone who decided to contact this.


Random selection in controlled forms.

Often, for various special treatments, it is required to have a random selection on the form. In the thick client, we used the Selection object, programmatically filled it in and enjoyed life. In managed forms and a thin client, we were deprived of such an opportunity, but given another one, it looks intimidating, but it is very easy to use, and most importantly, you need to write even less code.

  1. We set up a form attribute of the DataCompositionSettingsSettings type (or processing attribute, as you like) - let's call it NewSelection (for example)
  2. If you expand NewSelection with a cross, then inside we will see the Settings property, and inside Settings we will see Selection - grab the selection with the mouse and drag it onto the form - as a result, we will see the standard selection form as in the good old ...
  3. Selection initialization - just filling the selection with elements will not work. To do this, you need to take two steps.
    1. Create a circuit layout (example) - for those who know how to make ACS circuits, I will explain a simple principle (for those who do not know - see an example): We make an elementary request (in the ACS circuit) of the form SELECT Nomenclature. Link AS Nomenclature, Nomenclature. Manufacturer AS Manufacturer , Warehouses.Link AS Warehouse FROM Directory.Nomenclature, Directory.Warehouses

      Upon request, the ACS will determine the fields available for selection. If we want some fields to be added automatically to the selection, go to the Settings tab (in the ACS) -> Selection and add fields there to the left side (do not forget to set the default values). If it's not clear - see an example.
      We add the schema to the processing / report layouts.

    2. Execute the code (on the server - a function with the & OnServer modifier): // Get the schema from processing ObjectТМП = Form AttributeValue ("Object"); LayoutScheme = TMPObject.GetLayout ("MySettingsCompositionSchema"); // Your schema can be named whatever you like // Take the default settings from the LayoutSettings schema = LayoutComposition.DefaultSettings; // Initialize our selection Address = New UniqueIdentifier (); Schema URL = PlaceTemporaryStorage (LayoutSchema, Address); SettingsSource = NewSource of AvailableDataCompositionSections (Schema URL); NewSelection.Initialize (SettingsSource); NewSelection.LoadSettings (Layout Settings);

      The code can be pushed, for example, into the OnCreateAtServer function (Failure, StandardProcessing)

  4. Using selection - All selection elements are located here: NewSelection.Settings.Selection.Elements

    This is a collection, so we traverse it in the standard way.

    For each Item FROM NewSelection.Settings.Selecting.Elements Cycle //String(Element.LeftValue) is what is on the left in the selection (for example, Item or Warehouse.Name) // Item.RightValue is the selection value (for example, a real group of an item or warehouse) //Element.Usage - True - if there is a checkbox on the selection line //Element.Comparison type - a field of the ComparisonView type (for exampleComparisonView.Equal) End of Cycle;

PS The article was written for ordinary programmers to make their life easier. Whoever has an easy life - I envy.
There will be more buns - I will add to the article.

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Today we will talk about the settings in reports in "1C: Enterprise" 8.2 or 8.3, using the configuration example 1C: Enterprise 8. Trade Management for Ukraine

Update

We supplemented the article with settings for configuration on managed forms and wrote about some of the tricks of setting up reports in 1C: Enterprise 8. Trade Management for Ukraine, ed. 3.1 (managed forms)

Let's see how, with an example of a configuration Trade management for Ukraine

you can quickly and easily customize the report exactly to your requirements.

Managed forms imply that appearance reports can be customized as you like. After all, earlier, if a user wanted to change the report settings, he had to ask the programmer to "finish" the reports he needed. Now you can customize any report yourself without the help of a programmer.

Report settings in 1C: Enterprise 8. Trade management for Ukraine, ed. 3

To customize the report, click on the button Settings... A window with settings opens in front of us.

To see all (advanced settings), click All actions → All settings

In this window, we can add the fields we need, group the fields, make a selection and much more.

In the line the period - we can choose for which period we want to see the data.

Selected fields - here you can add missing fields

On the selection tab, we can select only those elements that you need to see.

Comparison types:

  • Equals- You can only select one value
  • Not equal- the value for which you do not want to see the data
  • In the list- if you want to select multiple values
  • In a group from the list- you can select a list of several data groups.
  • Not on the list- selection of a list of positions that should not be included in the report
  • Not in a list group- excluding the list of data groups from the selection
  • In a group- in this case, you will see data for only one group / category
  • Not in a group- data group exclusion

For example, in the list of goods in warehouses, we want to see all the goods that we have in stock. To do this, set the selection. The final balance is greater than 0.

Now our report looks like this:

On the sorting tab, we can sort our data.

For example, we want to sort our products alphabetically. To do this, go to the sorting window. And just drag the "Nomenclature" attribute to the right side of the window and set the sorting direction "Ascending".

The report began to look like this:

On the grouping tab, we can group data by some value. For example, we want to see our leftovers in the context of warehouses. Everything is simple here: we click on three dots, go to the groupings editing window and add a new grouping "Warehouse" and select the "Hierarchy" type.

And we will also group by months, that is, we will find out in which month we capitalized the goods.

To do this, add the following grouping: Period month (it is also possible to group by years, quarters, days)

Now let's look at the appearance of our report:

As you can see, in the setup we have doubled the grouping by warehouses. How to find where the extra grouping came from? Since in managed forms you can design a report yourself, so let's go into the very structure of the report. To do this, go to

We see the structure of the report:

That is, the report is structured as follows: first there is a grouping by warehouses, then subgroups: grouping by Nomenclature, characteristics, series and units of measure, after which there is a grouping by movement documents, and the most recent independent grouping is a unit of measure

If we just turn off the Warehouse checkbox, then, accordingly, 2 groupings will be turned off: the nomenclature and the registrar. Therefore, we simply "grab" the Nomenclature line and drag it into the Report. We remove the warehouse daw. Now the structure of our report should look like this:

Now the report looks nice:

On the item fields tab, we can select only those fields that we want to see in the report. For example, in the report List of goods in warehouses, we want to see the item's item, item name, item characteristics, items. measurements. To do this, go to the Nomenclature Fields tab and set all the above mentioned details. Also, in order for the name of the item and its characteristics to be in the same column in the report, it is necessary to place these details in one group (as shown in the figure).

Still using the tab Conditional design we can make our report colored. For example, we want to quickly find the quantity of an item in a certain warehouse. To do this, highlight a specific warehouse with color:

On the Condition tab, select the warehouse that we want to "paint". Warehouse = Store "Products"

On the design tab, choose which color (choose yellow):

On the Styled fields tab, we can see which fields / columns we will change in color. If we leave this tab empty, then the program will paint yellow everything that concerns the warehouse "Store Products"

And now we form our report!

Now it looks like this:

First, we see a grouping by warehouses, then a grouping by months.

You can switch between settings thanks to such a button as - Select settings:

Our setting is currently only available to us, but if we want to add it to other users, then we need to go to the section Administration → User and Rights Settings → Copy Settings

On the Report Settings tab, we see all the reports, the settings of which we saved, and now we select our setting.

Now we just have to copy and close.

There is one more trick with reports on managed forms: you can add columns, rows in a slightly different way.

Let's go through All Actions → Change Report Variant

The following window opened before us:

Here we can also group, sort, add columns / rows. In general, whatever your heart desires.

And using the example of the Gross Profit report, I will show how you can add the Markup column.

We also go to the settings via All Actions → Change Report Variant.

In the window that appears, write the name of our column: Markup.

In the field Expression of totals records, enter the formula: Revenue / Total * 100 - 100

On the left, we find a daddy with the name Custom Fields and see the newly created Markup

Add it to the right column

Now let's add our markup to the report structure: Organization and Departments:

And let's finish editing.

Let's generate a report.

We see that a new column has appeared, but to put it mildly, we are not satisfied with the number of decimal places. But all this is also very easy to fix.

We need to go back to the settings, namely to the Custom Fields tab, and edit our formula. The format of the number we want to see is 2 decimal places.

We make the following formula: Format (Revenue / Total * 100 - 100, "NPV = 2")

Let's generate a report again.

Now we see that everything is in order!

But it happens that an error pops up: "Division by zero". To avoid such an error, let's write the formula as follows:

Choice

When Total<> 0

Then Format (Revenue / Total * 100 - 100, "NPV = 2")

Otherwise 0

End

We can also add a new table to our report. To do this, we also go to Change report option. Further Add -> New table.

Now let's add rows and columns.

Let's say we want to see gross profit only for the Home appliances segment.

Let's add the following groupings to the lines: Nomenclature.

On the Selection tab, turn on the checkbox "The current item has its own selection" and add an item from the household appliances group.

On the Fields tab, also enable the checkbox "The current element has its own settings for the selected fields" - Nomenclature.

In the structure of our table, namely the columns - add a new grouping, Leave the field empty.

Let's call our table: Household appliances. To do this, go to the Table and on the tab Additional settings enter a title (as shown in the figure below).

Now let's generate a report.

Our new nameplate was included in the gross profit report.

Everything is elementary!

Report settings in 1C: Enterprise 8. Trade management for Ukraine, ed. 2.3

Reports in "1C: Enterprise" are a constructor, but not every user knows about the intricacies of report settings.

Set up reporting, click the Save settings button on the report panel, Create a new one, write the name of the report. If you want this report to open upon opening, put a check mark in the Open column.

In order to open the required report setting, click on the Restore settings button, and double-click desired setting... Do not forget to click the Generate button.

2. How to set up a more detailed report?

Open the required report, click the Settings button, check the Advanced settings box below, you will have additional tabs.

General tab

Use the checkboxes to indicate which columns should be seen in the report and which should not.

The arrows can be used to select the arrangement of the columns.

Grouping tab

On this tab, you can add / remove those columns / rows that you would like to see in the report, as well as convert the data for easy viewing.

Row grouping - data will be formed downward, Column grouping - data will be formed to the side (to the right). For example, in Grouping rows, you can view data on sales by item, and in Grouping columns, you can see these sales by month.

You can add any field to fill in the data in the report. Click the Add button, the Field Selection window appears, where there are all the options that can be added to the report. We choose required option(With a plus sign, you can reveal information in more detail, for example, you need to look at the data in the context of the item's article, then you click on the item and everything related to the item is expanded). Add a new field with the OK button.


Row / Column grouping type is a data view (grouping) option, for example Hierarchy, allows you to collapse / expand results.

3. How to make a selection in the report for a specific element of a directory / document / group of directories?

Selection tab allows you to make a selection not only for those rows / columns that are already in the report settings, but also add your own Selection option.

To do this, click the Add button and add the option you need from the Field Selection window. With a tick, we make a choice for which element we will have a selection. Thanks to the column Type of comparison, we can choose not only separate element but also groups.

Comparison type

Equals- selection of only one position

Not equal- one position for which you do not want to see data

In the list- the ability to create a list of those positions that you want to see in the report. Through the List selection window, create the required list of directories / documents elements.

In a group from the list- you will be able to select a list of individual groups / subgroups. In order to select the folder of the group, you need to click the Select button, and so make a list of those subgroups for which you would like to see the selection.

Not on the list - selection of a list of items that should not be included in the report

Not in a list group- selection of a list of groups / subgroups that should not be included in the report

In a group- you can make a selection only for ONE group (to select a group, press the Select button)

Not in a group- selection for one group, which should not be included in the report.

4. How to create additional fields in separate columns?

Additional fields tab allows you to create additional fields in a separate column

  • Add the required field
  • Choose Placement, in a separate column or in one column, which is already in the report
  • Select the Position, before the Grouping column (that is, the first column), after the Grouping (second column), or instead of Гgrouping (that is, there will be no Grouping column at all).

5. How to sort in ascending / descending order a field in the report?

For example, you need to display the statistics of a product by sales, at the beginning of the report we will have the product that is the best selling one.

Sorting tab

Select the field that needs to be sorted - this will be the Quantity field (in basic units), select the Descending order option. And first we look at the best-selling product. if you need to look at a poorly selling product, then select Ascending order.

6. How to remove the zeros after the decimal point from the quantity in the report

Decoration tab

Select the Quantity in base units area in the column, open the Appearance column, put a tick next to the Format field and open the value.

Next to the Length field, put a tick, and choose how long your maximum number will be. If you need to set the separator for the fractional part (that is, how many digits should be after zeros), then check the box and select the number of decimal places. if you don't need fractional parts, then don't change anything.

Press the OK button, this setting goes to the Editing Appearance Settings window, click OK there as well, and now this format setting has entered the Appearance Bookmark.

We form a report, and our quantity is now without a fractional part.

* Using the Appearance tab, you can select different design options. In another lesson, we will provide options for setting up a report.

7. Duplication of report settings for other users.

For example, we have managers who need to save the same Sales report in their settings. These managers are 7 people, and the report settings are serious, and duplicating this seven times for each user is completely troublesome.

There is a way out!

  • First, let's set up this report for one manager and save it.
  • Then we go to the base of the second manager, open the Sales Report, click on the Restore settings button, this list is empty (since the second manager did not have any saved settings).
  • Click on the Settings all users button at the top, and now this list contains all reports that were saved by users.
  • We select the desired report, the Generate button, and we have a report that we configured for the first manager
  • Now we click the Save button and the settings for this report are saved for the second manager.

Today we have told you just a few tricks for generating reports in "1C: Enterprise", of course, these are not all secrets, look for the rest in our following lessons.

We hope this tutorial was useful to you! Thank you for the attention!

Regards, company Fin Soft

You can learn this from us at online courses "1C: Enterprise", or sign up for our courses "1C: Enterprise" that take place in our office.

If you have not purchased this program yet, you have a great opportunity to buy 1C: Enterprise 8. Trade Management for Ukraine on our website Below we have collected for you similar topics that will help you understand the functionality of the program "1C: Enterprise"

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