How to make reports in 1c 8.3. How to use a generic report
They say that the name 1C originally meant the phrase "one second", ie. programs should issue reports quickly, "in one second." The speed of the reports is very important, but it is even more important that the reports give the correct information - let's figure it out using the example of creating a simple report in 1C 8.3 based on the Trade Management 10.3 configuration. To create correct reports, it is desirable (even strongly recommended) to be able to configure 1C and be able to program a little in the internal language and the 1C query language, although, on the other hand, creating reports is a great opportunity to start mastering these skills.
This description is educational for understanding the basic principles of creating 1C reports
How to create a report in 1C 8.3
To create a report, you need to open 1C in the configurator mode, for this, in the 1C launch window, select the desired base in the list and click the Configurator button:
In the configurator itself go to the File menu and select the New item:
In the menu that appears, select the External report item and press the OK button:
This will open a new report window. In the Name field, enter the name of the report, it must be without spaces and special characters:
How to make a report using a layout
This method most of all requires programming skills in 1C, but here we will not analyze the mechanisms for receiving and processing data, we will make a simple report in order to understand the mechanism for launching a report and displaying a report form on the screen:
In the report window (which opens when creating a report) in the lower list, place the cursor on the Layouts item and, by right-clicking, click Add in the menu that appears:
In the opened layout designer, you can specify the name of the layout, Spreadsheet Document should be selected as the layout type, and then click the Finish button in the designer:
This will open a layout window that resembles an Excel sheet:
In this layout, you need to create areas - groups of rows or columns that the program will use as templates, substitute data obtained from the database in them and display these templates on the screen, thereby collecting the report together from these parts.
Let's make a report displaying a list of the nomenclature. To do this, we will create two areas of the layout: the report header and the item line.
To create a header area, left-click on the line header (where the line number is indicated) to select the line like this (the entire line must be selected with one click on the header):
After that, go to the Table menu of the main menu, go to the Names submenu and click on the Assign name item:
The program will prompt you to specify the Name of the area, the name should also not contain spaces and special characters, then click OK, it should look like this:
Now, in the created area, you need to enter the text that will be displayed in the report and format it. To do this, enter the text in the first cell, for example "List of nomenclature". Working with cells is similar to Excel.
To format the text in a cell, right-click on the cell and click on Properties. The cell properties window will open on the right. Scrolling down the contents of the window, find the Font field and click on the "..." button:
In the window that opens, in the Style section, check the Bold box and click the OK button:
The layout should look like this:
In the same way, we create the area of the item line, just do not highlight it in bold:
In the line area, you must indicate that the Name is a parameter, i.e. that the real name of the item will be inserted there when the report is output. To do this, open the properties of the cell with the name and in the properties in the Filling field select the Parameter value, this completes the layout setting:
We return to the main window of the report and in the lower list, right-click on the Forms item and click Add:
In the opened report form constructor, press the Finish button, the report form will open, double-click on the Generate button:
As a result, the button properties window will open on the right side of the screen, in the Action field, click on the magnifying glass:
After that, the form module will open, in which you need to program the generation of the report:
First, insert the following code instead of the selected text:
// create spreadsheet document, which will be filled in by the parts of the report and displayed on the screen
TabDocument = New TabularDocument;
// further, we get the layout that was created when creating the report
Layout = Get Layout ("Layout");
// now you need to display the header of the report, for this we get the header area from the layout and display it in a spreadsheet document
AreaHeat = Layout.GetArea ("Header");
TabDocument.Display (AreaHap);
// using a query, we get a selection of item names that should be displayed in the report
Request = New Request;
Request.Text = "
| CHOOSE
| Name
| FROM
| Directory.Nomenclature
|";
// get the nomenclature line area from the layout - we will refer to it in a loop to display each item
AreaString = Layout.GetArea ("Line");
// process each item from the resulting selection in a loop
Selection = Query.Run (). Select ();
While Fetch.Next () Loop
// to display the next line, you need to specify the next name in the area parameter (we set the parameter itself when creating the layout)
RegionString.Parameters.Name = Selection.Name;
// the parameter was filled in, now you can display the string
TabDocument.Output (AreaString);
End of Cycle;
// the spreadsheet document is formed, now we display it on the screen
TabDocument.Show ("List of items");
When the text is copied into the form module, the lines starting with a double slash "//" will be highlighted in green - these are comments, they describe what each line of code does:
Let's summarize what lines of code are needed to generate a report:
- It is necessary to create a tabular document, which will be filled with parts of the report and displayed on the screen; this is done by the line "TabDocument = New Tabular Document;"
- You need to get a report layout, from it we will get the structure of the report in parts (areas), this is done by the line "Layout = Get Layout (" Layout ")"
- To display each of the areas, you need to get it from the layout and display it in a spreadsheet document, this is done with the lines "AreaHap = Layout.GetArea (" Header ")" and "TabDocument.Out (AreaHap)"
- If you need to fill in the parameters, which become known only during program execution, then before displaying the area, you need to fill in such parameters, this is done by the line "AreaString.Parameters.Name = Selection.Name"
- And only when the spreadsheet document is filled with all necessary parts report, it is displayed on the screen, this is done by the line "TabDocument.Show (" List of items ")"
And now you can check the report's work - open 1C in enterprise mode (1C: Enterprise button in the 1C launch window). In the main menu, go to the file menu, click Open:
Find and open the saved report file. In the form that opens, click the Generate button:
and we get a list of the nomenclature:
This is just one of the ways to create reports in 1C. In the following articles, we will analyze others.
Any organization is obliged to periodically generate regulated reporting - a set of printed forms approved by legislation for submitting them to regulatory authorities.
Such reporting includes:
- financial statements;
- tax reporting;
- reports to funds;
- reporting to statistical authorities;
- declarations on the turnover and production of alcohol-containing products.
As a rule, regulated reports in 1C 8.3 Accounting are formed at the end of the reporting period. The 1C program keeps records of already generated reports. It is also possible to copy reports from previous periods.
Formation of regulated reports
Before generating reports for submission to the regulatory authorities, you should make sure that all business transactions for reporting period entered into the program. In addition, it is necessary to perform, such as, for example, the closing of the month. You need to make sure that the operations for closing costly accounts have been completed, depreciation has been charged, and so on.
Most often, regulated reporting is formed in the 1C Enterprise Accounting program (if accounting is maintained in different programs). For example, if the salary is maintained in the 1C configuration: "Salary and personnel management", then the data from it must be transferred to "", and then only generate reports.
Before starting reporting, it is advisable to update the configuration to the latest version (release), since the report forms are constantly changing. 1C Company monitors these changes and makes them in new releases.
Let's go to the "Reports" menu and select "Regulated reporting" in the "1C-Reporting" section. If you have a Taxi interface, you will see something like the following:
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So far we do not have a single report. I advise you to immediately set the period for which the report is generated, otherwise we may not see the new report in the list. This is one of the most frequently asked questions.
Press the button "Create".
The "Report views" window will appear. You need to find the "PFR" folder in it, open it and select "RSV-1 PFR".
The window for creating a report will open:
Select the required organization, period and press the button "Create primary RSV-1". A new report will be generated:
In this window, you can download the report to in electronic format, check the correctness of filling, print and re-fill the report, in case errors were found ("Refresh" button).
Printable forms are in the sections. For example, if you click on the link "Sections 1-5", you will switch to viewing the sections:
If the verification of the report is successful, you can print it and go to the pension fund.
Electronic transmission of regulated reporting
The program has the ability to send reports electronically. For this there is a service "1C-Reporting". To connect to it, we will return to the initial window with the list of reports, that is, we will follow the same path as at the beginning: "Reporting" - "Regulated reporting":
On 1C? how to see the salary of employees in 1c?
Often, when working with 1C, an accountant understands that the functionality built into the standard configuration is not enough. It turns out that you do not know where to look for the necessary data, then you realize that the report does not display all the necessary summary results.
It turns out that many similar tasks are simply solved by creating a custom selection and outputting this data to a report.
There are several ways to make such a custom, "own" selection. Can
in the configurator, write a program code that includes a request that will process the data in the infobase and output the data to the one we created. This is a good method, it allows you to completely manually control the process of generating a report and make adjustments at any stage of the creation of the final document. But in order to write the program code of the report and create the final one, you need to have sufficient qualifications, which is often difficult for an accountant or a novice system administrator.
You can also make the desired report using the so-called ACS. This is an acronym. So it is a Data Composition System. Looking ahead, I will say that this method is easier, because has a graphical method for displaying the structure of the infobase and does not require, in most cases, knowledge of the syntax of the built-in 1C language.
In order not to conduct an unfounded conversation, we will now move from theory to practice. Simply put, we will create a report on the ACS in the 1C program, the typical configuration is Accounting 8.3. Because the configuration is typical and it is not included in our plans to remove it from support, then we will make the report external. That, however, will not affect the creation process.
So, let's begin
Report preparation.
First, let's create and save our external report file to disk.
At this point, you need to decide what we will achieve from the 1C database. Those. what data should we display in the generated report. Suppose, for example, that the responsible accounting officer needed to display a report for a certain period on the salary received by the employees in the context of advances and the salary itself, indicating the positions and decoding the documents. It seems that such a report will be of interest not only to accounting staff.
First, go to 1C Configurator and click in the main menu "File" - "New". In the proposed list, select "External report" and press the "OK" button to confirm the selection.
Let's name the newly created report "Employee Salary Report", for example, and save it to disk.
Creation of a report on the ACS.
After saving the external report to disk, click the "Open data composition scheme" button and confirm the creation new scheme by clicking on the "Finish" button.
In the opened form of the data composition schema, create a new dataset - a query. We will receive the necessary information using a SQL query.
Finally, we got to the formation of the tool for obtaining the required sample data. In the query constructor, we will select the metadata objects that will participate in the result.
Let's select from the column with metadata objects ("Databases") tables containing data for our report. We will need: The register of accumulation "Mutual settlements with employees" to obtain data on salary movements and the register of information "Current HRData of Employees" to obtain information about the position of each specific employee.
Further, similarly, from the details of these two registers, we select the fields that will form our report. These are Period, Employee, Settlement Type, Settlement Amount, Current Position and Registrar. We will need a registrar for the subsequent decryption of financial documents.
On the "Links" tab, we will form a link between our selected registers in the "Employee" field
On the “Conditions” tab, we will introduce a condition for choosing the type of mutual settlements. Let's add the SettlementKind parameter, which we will set later in one of the next steps.
Also, to determine the period, we will create two conditions, which, in fact, will limit the required period. Let it be the parameters DateFrom and DateTo. We will finally describe them also at the next stage. Note that it is convenient to specify the "Between" operand to set the period.
We do not need the rest of the tabs; at this stage, it will be enough to generate the required report of the filled data.
Press the "Ok" button
The required SQL query will be generated in the field.
Generating report parameters
Let's go to the "Resources" tab and set up the amount to be withdrawn so that the calculation of this data is performed for the employee.
Options.
Let's go to the "Parameters" tab. Here we see that the system has automatically added the previously entered SettlementType parameter and two parameters for defining the period. It remains for us to slightly modify the generated Settlement Type line for our report. Because we will need a sample for both salary payments and advance payments, then we will also need the Mutual Settlement Type parameter twice.
Let's copy the line Mutual Settlements by clicking on the first right mouse button.
Next, we will indicate that we need data on advances and salaries. For one line of types of mutual settlements, we will select an advance, for the second - a salary. Let's also remove the limitation of availability for the parameters of the period. This is important because the user will be able to set the period independently.
Formation of the sample type.
For our simple case, you only need to generate a list of the report without additional settings. Therefore, right-click on the "Report" line and select "Settings Designer". Note for those interested that the ACS, in fact, allows you to work quite extensively with the sample data to form the appearance of reports. There are other, subtle tools for this. But we are considering the simplest example, so we will restrict ourselves to the "Settings Designer".
In the next window, select the fields that will be displayed in the report. These are Employee, Period, Settlement Type, Current Position, Settlement Amount and Registrar. After editing, click "Next".
Then, in the next window, define desired view groupings. This is on the Employee field. Click "Next".
And, in the last window, we will assign an ordering field. We sort by the Settlement Amount field, in descending order. click "Ok".
A few finishing touches and our report will be ready. For better visualization, let's add the Current Job grouping field. To do this, double-click the "Employee" line and add the required field. Confirm the selection with the "Ok" button
Step 1. Where is the Universal report in 1C 8.3
The universal report in 1C 8.3 is called through the section Reports - Universal report:
The form of the Universal Report looks like this:
Step 2. How to generate a Universal report to find errors in accounting
There are situations when you have issued business transaction with the help of the Operation entered manually: the amount on account 68.02 was reflected, but the movements in the VAT accumulation register were not made. Purchases were not made. As a result, the amount in the Book of Purchases does not converge with the amount in the balance sheet for account 68.02.
Important! To understand which register to form the Universal Report in 1C 8.3, you need to go through the flowchart presented below, and understand as a result of which document you can find the required register:
It is enough to know that the data in the Shopping Book is collected by VAT register Purchases to generate a Universal report on it. Since the Universal report will be compared with the account card 68.02, the report must be configured so that the information in both the card and the report is presented in a single key.
Step 3. How to set up a universal report in 1C 8.3
Let's configure the report as follows by clicking the Show settings button:
- On the Grouping tab by the Add button, add the lines Organization and Registrar. At the same time, we added a grouping by organization to see the total amount by organization for easy comparison with the total amount in the card:
- On the Selection tab, set the selection for the required organization using the Add button:
As a result, the report will look like this:
In this form, it is easy to compare it with the account card 68.02, since they have a similar structure. This makes it possible to understand which document did not move in the Purchase VAT accumulation register or in the accounting register:
Here is an approximate table of registers that it is advisable to check when an error is detected in a particular accounting section:
Attention! Very often it is not enough to fix one register: perhaps the error will not go away, but will become more hidden and problematic. In especially difficult cases, it will be necessary to correct a set of registers, and in this case, it is better to give the 1C 8.3 base for analysis to a 1C programmer specialist.
Step 4. How to fix the found error
In our example, in the account card 68.02 there was an "extra" document Operation entered manually, which formed the amounts on the accounts accounting, but did not form a movement in the register of VAT accumulation Purchases and did not get into the Purchase Book. That is, in this case, you need to add movement along this register in this document. How to do this is described in detail in.
As a result, we get the following picture:
Step 5. How to use the Universal report in 1C 8.3
A universal report in 1C 8.3 can be built using reference books, information registers, documents and accounting registers.
By accounting register
For example, instead of an account card, you can generate a Universal report on accounting registers with the following settings:
In order not to clutter up the report on the Indicators tab, uncheck unnecessary indicators:
Using the following window management commands:
You can arrange windows with reports side by side for easy data comparison:
By information register
For example, it is necessary in 1C 8.3 to find information on employees who already have personal accounts in banks for transferring wages.
Let's generate a Universal report on the information register of the same name by making the following settings:
If there are several organizations in the 1C 8.3 database, you can set the selection for the desired organization on the Selection tab. We get this option:
By reference
Suppose you need to get a list of Buyers from the 1C 8.3 database with their addresses and phone numbers. Let's make the following settings:
Important! We made a selection according to the counterparty's entry into the Buyers group of the Counterparties directory, but if the user made a mistake and entered the counterparty-buyer into another group, then this counterparty may not be included in the report.
The figure shows that the names of the indicators are in brackets, and the column heading is indicated next to it, which is more understandable and readable for the user, which will be displayed in the report. To change the title, right-click on the line with the indicator and select "Set title":
As a result, we get a report of the following type:
How the Universal Report works in 1C
Let's consider a few more questions, the answers to which can be obtained through the use of the Universal Report in 1C 8.3.
Question number 1
How to make a selection in the Universal Report only for a specific customer and find out how much of a specific (specific) product range has been sold to him?
Answer: When posting a Sales document (act, invoice) in 1C 8.3, movements are generated in the accounting register and VAT Sales (we do not take in the case of separate VAT accounting). There is no product analytics in the Sales VAT register, so you will have to take data from the accounting register.
Setting up the Universal Report in this case is carried out as follows:
- Period;
- Accounting register;
- Posting journal (accounting and tax accounting);
- Subconto movements:
- Next, click on the Show settings button, the values are added on the Selection tab:
- Account Dt - Equal - 62.01;
- Account CT - Equal - 90.01.1:
- On the Grouping tab, the following values are added:
- Subconto 1 Dt;
- Subconto 3 Kt:
- After these settings, you must click the Generate button and the Universal report in 1C 8.3 will be built in the desired form:
Question number 2
Expenses do not reflect wages, taxes and contributions. In KUDiR these costs are not visible. STS payable is calculated without these costs. How do I find a bug with the Universal Report?
Answer: Let's build in the Universal report an analysis of the accumulation register Expenses under the simplified tax system. Setting up the Universal Report in this case is carried out as follows:
- The following values are indicated in the header of the report for the selection of information:
- Period;
- Costs for the simplified tax system;
- Balances and turnovers:
- Consumption type;
- Consumption element:
- On the Key Figures tab, the values must be set as shown in the figure:
From the report we see that some expenses for the column Reflection in NU listed as Not accepted... This means that these expenses will not be automatically included by the program in the KUDiR and an error was made when entering documents. It is necessary to correct the analytics in such documents, that is, the cost item should have the value Accepted in NU as shown in the figure:
After that, you need to repost the payroll documents and re-close the months.
Question number 3
The KUDiR does not include the cost of the goods sold in OU's expenses. How do I find a bug with the Universal Report?
Answer: In 1C 8.3, expenses are accepted in KUDiR in accordance with the conditions set in accounting policies... When selling goods in accordance with the Tax Code of the Russian Federation, such conditions are: the goods must be capitalized, payment for it is made to the supplier and the sale of this product is reflected. When all three conditions are met, the costs will be included in the KUDiR.
We will build a Universal report in 1C 8.3 on the accumulation register Expenses under the simplified tax system and clarify the conditions that are not met for acceptance into expenses at NU. Setting up the Universal Report in this case is carried out as follows:
- The following values are indicated in the header of the report for the selection of information:
- Period;
- Accounting accumulation register;
- Costs for the simplified tax system;
- Balances and turnovers:
- Next, click on the Show settings button, the values are added on the Grouping tab:
- Consumption type;
- Consumption element:
- On the Key Figures tab, the values must be set as shown in the figure:
- After these settings, you must click the Generate button and the report will be built in the required form:
As can be seen from the report, the reason why the expense for the purchased goods does not fall into the KUDiR is the lack of payment to the supplier for the goods.
Consequently, either the payment for the goods to the supplier was not carried out correctly, or it really simply did not exist and, therefore, the expense on the purchased goods should not fall into the KUDiR.
Question number 4
How to view the price of goods arrival in 1C Enterprise 8.3 (8.3.8.1964) using the Universal report?
Answer: There is no special report on tracking the price of goods arrival in 1C, but you can build your own report using the Universal Document Receipt (act, invoice) report. Setting up the Universal Report in this case is carried out as follows:
- The following values are indicated in the header of the report for the selection of information:
- Period;
- Document;
- Receipt (acts, invoices);
- Goods:
- Next, click on the Show settings button, on the Grouping tab, add the Nomenclature value:
- On the Key Figures tab, the values must be set as shown in the figure:
- After these settings, you must click the Generate button and the report will be built in the required form:
ATTENTION! Please note that not every task can be solved using the Universal Report. Its main inconvenience is that it works ONLY with one object of analysis: a reference book, document, accounting register, information register or accumulation register.
It does not track complex connections between objects. For this, there is a special ACS tool - Data composition system. With its help, programmers and experienced users can generate already complex reports, select the necessary information, add their own fields for calculation.
In the "Reports" section, there are many different reports for each type of activity. Most of them are sufficient for day-to-day accounting. But sometimes, to analyze a particular problem, it is necessary to dig deeper, up to a comparison, for example, of records in a document and in the registers that it affects. And there are times when there are simply not enough standard reports.
For such a deep analysis of data or for creating your own report in the 1C 8.3 program there is a "Universal report". I am going to consider its capabilities in this article.
General description of the universal report in 1C 8.3
First, let's figure out where to find a universal report? If you go to the "Reports" menu, and then click the "Universal report" link, we will see the following window:
Let's take a quick look at its controls.
Finished with the top line.
- Below, the most interesting button is Show Settings. It is better to show here with an example.
Instructions for setting up a universal report 1C 8.3
Since we work in the 1C: "Enterprise Accounting 3.0" program, we are primarily interested in accounting registers... In configuration 3.0, only one is available to us - "accounting and tax accounting". We select it. Let's see the turnovers for the 10.01 "Materials" account.
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Choosing a period. I will have it all 2012. Then we press the button "Show settings":
To get the names of the materials, select the grouping by the 1st subconto. It is in it that the name is stored, more precisely, the link to the nomenclature.
Go to the "Tackles" tab:
Here we need to indicate that we want to see only the 10.01 account.
If you wish, you can specify here as many selection conditions as you like.
Click the generate button and see what we get:
It can be seen that there are too many unnecessary columns in the report. Such as currency accounting, tax accounting and so on. I do not keep these records, and I want to remove these columns from the report.
We go back to the settings and immediately - to the "Indicators" tab:
We remove the checkboxes from those columns that we do not need to display.
On the "Generate" tab, you can specify the field by which the sorting will take place. For example, I want my materials to come out alphabetically: