Reports are used to retrieve data from a 1C:Enterprise infobase.
In 1C:Enterprise mode, you can generate a report with predefined settings or customize the settings. Experienced users can create custom report options.
A typical appearance of a report form is shown below.
Fig. . A report form
To generate a report with the predefined settings, in the report command bar, click Create.
If multiple options are provided for a report, you need to select an option before creating the report by clicking the Select option button. For more information about report options, see section "" on page .
To customize a report, you can use either the quick settings field or a dedicated dialog box opened by clicking the Settings button. For more information about report settings, see sections "" and "".
Once a report is generated and displayed as a spreadsheet document, you can use the drill down feature. For more information, see section "" on page .
Depending on the report settings, a report form may include the following commands on the All actions menu:
- Settings. Open the report settings.
- Select settings. Load previously saved report settings.
- Save settings. Save the report settings.
- Set standard settings. Load the default settings for the current report option.
- Find. Start searching for a value.
- Find next and Find previous. Continue searching for the specified value in the selected direction.
- Delete saved chart colors. Cancel chart color user settings (for reports with charts).
- Change option. Open the report option settings.
- Select option. Select a report option.
- Save option. Save the report option.
- Open a new window. Open a new report window with the current settings applied.
- Compact mode. Switch the report display mode to compact (recommended for mobile devices).
- Change form. Open the report form settings.
For more information about report settings, see sections "Using quick settings" and "Report options" later in this document.
For more information about drilling down, see section on page .
Note. Fig. and other figures later in this document show forms where system commands are hidden.
8.1. Customizing reports
You can edit some report settings in a new window. When a report is created, these settings are applied in addition to the main report settings.
To open the settings editor window, in the report form, click Settings.
Fig. . Setup form for "Sales dynamics" report
To save the settings, click Finish editing.
To edit the settings displayed in the report form, click All actions – Change settings assortment. This opens a settings list editing form.
Fig. . Changing the list of report settings
All available report settings are listed on the left, and the settings displayed in the report form are on the right.
To change the user settings list, use the following buttons:
- Add. Adds a setting from the list on the left to the right.
- Add all. Adds all settings from the list on the left to the right.
- Remove. Removes a setting from the list on the right.
- Remove all. Removes all settings from the list on the right.
To restore the default settings, click All actions – Set default settings.
If editing the settings does not give you the report that you want, you can create a custom report option. This feature is recommended for experienced users only. For more information about report options, see chapter "" on page .
When a report form is closed or a current report option is changed, the customized settings are saved automatically (separately for each report option).
You can select some frequently used settings (for example, filter by product in a Sales dynamics report or filter by company in an accounting report) to edit them directly in the report form.
If you set a filter in the report settings form, a filter item is added to the settings list and to the settings displayed in the report form.
To use a setting in a report, specify its value
by doing one of the following (depending on the setting type):
- In the setting field, click Select and select a value from the list.
- In the setting field, click Select and select a value in a new window.
The following figure shows editing a report setting.
Fig. . Selecting a value of a quick report setting
When you finish editing report settings, the report is not generated automatically.
To generate a report with the new settings, click Create.
To disable the use of a setting in a report, clear the respective check box.
8.2. Report options
A report can have multiple options. Each report option defines a view for data displayed in a report. For example, for a Sales dynamics report, you can create an option where sales of goods by period are displayed as a chart and another option where sales by customer are displayed as a table. Each report option has its own list of settings.
You can create a custom report option in 1C:Enterprise mode. Before doing this, carefully study section . Once you start creating a report option, the new option is saved to the infobase.
You can create multiple options for each report.
For detailed information about customizing report settings, see section on page .
8.3. Using reports
Let us study the report operations on the example of a Sales dynamics report of the managed application demo configuration. To run the report, use a command on the actions panel. This opens the report form.
Fig. . "Sales dynamics" report form
When you open the report for the first time, the Chart by Periods option is selected. To view another option,
click Select option and then click Sales of Goods by Customers.
Fig. . Selecting a report option for the "Sales Dynamics" report
Note that the following settings have been selected for this report option: Period: This year and grouping by Product and Customer fields.
To view the report, click Create.
Fig. . "Sales dynamics" report, "Sales of product by customers" option
Note. If a report contains a single table or grouping, the report header is automatically docked for viewing convenience. But if the header size exceeds the visible area, it is not docked.
8.3.1. Using quick settings
For example, to obtain a report for a custom period, change the Period parameter and click Create.
Fig. . "Sales dynamics" report for the first half of 2008
8.3.2. Settings
If the displayed report parameters (Period and Grouping) are not sufficient for getting the report view that you want, you can view all available report option parameters by clicking Settings. This opens a new window.
Fig. . Setup form for "Sales dynamics" report
8.3.2.1. Filters
To set the filter, enter the filter value in the settings form. To do this, go to the Filter tab.
Fig. . Filter settings for the "Sales dynamics" report
- On the Filter tab, click Add new item or drag a field from the Available fields list to the list on the right.
- In the Comparison type column, click Select to select the comparison type.
- To set a filter value, click Select and select a value, or enter a value.
- To change the order of filter items, select an item and then click Move up or Move down.
- Click Finish editing.
For more information about filters and comparison types, see section "" on page .
8.3.2.2. Sorting
To specify sorting for report rows, click the Order tab.
Fig. . Specifying sorting settings for the "Sales dynamics" report
- Click Add new item or drag a field from the Available fields list to the list on the right.
- In the Sort direction column, click Ascending or Descending.
- To change the order of order items, select an item and then click Move up or Move down.
- Click Finish editing.
If you specify multiple order items, the report data is sorted by the first field followed by the second field, and so on.
For more information about sorting, see section "" on page .
Sorting example
For example, to sort the Payments report by supplier and by document date for each supplier, use the following settings:
Fig. . Specifying report sorting settings
Then click Finish editing. The resulting report looks as follows:
Fig. . The report with the sorting settings applied
8.3.2.3. Using conditional appearance in lists
To specify conditional appearance for report rows, click the Conditional Appearance tab or press F4.
Fig. . Specifying conditional appearance settings for a report
- Click Add.
- On the Format tab, specify the appearance for items that match the condition: background color, font color, and so on.
- On the Condition tab, specify the condition for applying the formatting. It is similar to specifying filter conditions.
- On the Formatted fields tab, select the fields where the appearance is applied when the condition is met.
- To change the order of conditional appearance items, select an item and then click Move up or Move down.
The order of appearance items defines the order of applying them to report items. If several appearances are applicable to a report area, the one that is the last in the list of conditional appearance items is applied.
- On the Additional tab, select the report areas to apply the conditional appearance.
- Click Finish editing.
For more information about conditional appearance, see section "" on page .
Conditional appearance settings example
To highlight documents associated with Electronics store in the Payments report,
open the report settings and do the following:
- On the Conditional appearance tab, add a conditional appearance item.
- In the conditional appearance item editor dialog box, on the Format tab, in the Font line, click the Select button and then, in the Select font dialog box, select the Bold check box.
- On the Condition tab, add the following condition: Counterparty Equal to "Electronics Store".
- Click OK and make sure that the value in the Formatted fields column is <All fields> and the value in the Usage area column is <Always>.
The setting for a conditional appearance of a report will look as shown below:
Fig. . Conditional appearance settings example
In the report option settings dialog box, click Finish editing. The resulting report looks as follows:
Fig. . Specifying conditional appearance settings for a report
8.3.2.4. Grouping
To specify grouping for report rows, click the Grouping tab.
Fig. . Specifying grouping settings for a report
- Click Add
- Select Field for grouping and specify the grouping type:
- Elements. The group only includes nonhierarchical records (items).
- Hierarchy. The group includes both hierarchical and nonhierarchical records (items and folders).
- Hierarchy only. The group only includes hierarchical records (folders).
- Click Finish editing.
- To change the order of groupings, select an item and then click More – Move up or Move down.
- Click Finish editing.
For more information about groupings, see section "" on page .
Grouping example
For example, to group the Payments report by supplier, select the Supplier field with Hierarchy type.
The resulting report looks as follows:
Fig. . Payments report grouped by Supplier field
8.4. Drilling down
When you move the pointer over a report cell that can be drilled down, the pointer changes (see the figure). Double-clicking that cell opens the cell value in a new window, while double-clicking a cell with resources prompts you to select a field for drilling down and then displays the result.
Right-clicking the cell displays its drill-down menu.
Fig. . A drill-down menu of a report cell
Drill down displays detailed information about the field value. All drilled-down details are displayed in a new window.
For example, to find out when Bosch15 kettles were sold, you can create a Sales dynamics report, click the Bosch15 cell, run the Drill down command, and then, in the field selection window, select Period.
Fig. . Selecting a drill-down field
Once you click Select, the details are displayed in a new window.
Fig. . A drill-down result
The Open "..." command opens a form for viewing cell data. For example, a list item form.
Fig. . A list item form
The Filter by command filters the current report structure item by the value of the selected field. To set a filter by another field, click Other field and specify a filter condition. For example, you can filter the report to display only lines with Amount Turnover over 1000.
Fig. . The "Edit filter condition" dialog box
The result is displayed in a new window.
Fig. . A result or filtering
The Order by command orders the current report structure item by the value of the selected field. To order by another field, click Other field and specify a field. For example, you can order a report by the Product field.
Fig. . A result of report ordering
The Group by command sets a grouping by the value of the selected field for the current report structure item. For example, in the Inventory Balance report, to find out which goods are available in each warehouse, apply grouping by Warehouse field.
Fig. . Selecting a grouping field
Then filter the report by Goods Item In group "Footwear". The resulting report looks as follows:
Fig. . A result of report grouping
The Apply Appearance command sets conditional appearance for the current report structure item. For example, you can highlight the fields where Quantity Balance < 10 items.
Fig. . A report appearance example