Arbitrary reports in 1s 8.2 zup. Custom report
To start working with regulated reports, a desktop form is intended.
Program desktop form
When the program starts, the form of the program's desktop opens.
On the left side of the form, groups of reports are displayed, on top - the selected taxpayer and the period for which reporting is submitted, on the right - a list of available actions. The main part of the form displays a list of report forms for the current group.
The desktop form is designed to fill out new reports. Before starting to fill out the report, you need to do the following.
1. Select the taxpayer and the reporting period by clicking on the corresponding hyperlinks.
2. On the left, select the required report group.
3. In the list of reports, double-click the name of the required report.
As a result, a regulated report form, prepared for data entry, will open on top of the desktop form, where the details of the selected taxpayer and the specified reporting period will already be substituted.
Regulated report form
The regulated report form is intended for entering data into the report form. In this case, some data will be calculated automatically.
The table of contents of the regulated report is displayed on the left side of the form - a list of its sections.
Filling individual cells
The report form contains cells of different colors.
Cells with a white background are analogous to the elements of a paper report form, printed by a typographic method - accordingly, the data in these cells cannot be corrected by the user. Cells with a different background color are filled by the program or the user, but at the same time:
- cells with yellow backgrounddesigned to be filled manually;
- cells with green background are calculated automatically based on data entered in other cells, but they are not available for correction.
Selection of a value from the list
To quickly fill in the indicators, the program provides the user with a convenient mechanism for selecting a value from the list. By double-clicking on the indicator, you can open a list from which you must select the desired value.
Setting up a scheduled report
The user can configure the parameters of the regulated report and the parameters of its display.
If the number of lines in any part of the report is not specified in advance, then when drawing up the report, you can add additional lines in the form.
For some sections, it may be possible to add a set of pages as a whole - in cases where this does not contradict the regulatory documents.
Checking the report
"1C: Taxpayer 8" provides the ability to automatically check the completed regulated reports for interconnection of the report indicators specified in different sections of the report or for different periods, as well as with other regulated reports.
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Data composition system 1C 8.3 for beginners: the first report on the ACS
If you haven't read the introduction to this module, please read it:.
To complete the lessons, you will need 1C 8.3 (not lower 8.3.13.1644 ) .
If you already have 1C version 8.3 installed, use it. If not, download and install the educational version, which is released by 1C specifically for educational purposes:.
The following shortcut should appear on your desktop:
For all lessons from this cycle, we will use the Gastronom database I have prepared. It completely coincides with the base that we used in the school modules and when studying queries. Therefore, I expect that you are familiar with its reference books and documents.
If you deleted it, download it again on the next one, unpack it and into the list of databases.
Finally, the workplace is set up and now we will create our first report together using the data composition system. It will be very simple to demonstrate the general capabilities of the data composition system (abbreviated SKD).
We set a goal
The purpose of this tutorial - create a report that, in user mode, displays a list of clients with the following fields:
- Name
- Floor
- The client's favorite color.
The report must be external. This means that it will be created and configured in the configurator, and then saved as a separate (external) file on your computer.
To generate such a report in 1C, the user will need to start the database in user mode, open this file and click the "Generate" button.
Go!
Create a report
Launch the configurator for the Gastronom database:
From the main menu, select the item "File" -\u003e "New ...":
We select "External report":
Create a data composition schema inside a report
The window for creating an external report has opened. Enter as the name: " Lesson 1"and then press the button" Open data composition schema":
The schema creation designer has started. Agree with the default name " BasicData Layout"and press the button" Done":
The main working window has opened, with many tabs and fields, in which we will customize our data composition scheme.
There is no need to be afraid - there are really many opportunities here, but we do not need all of them. Especially in the first lesson.
We are now on the bookmark " Datasets". We will stay on it.
We write a request through the constructor
The data composition system (abbreviated ACS) requires us to data, which it will display to the user.
The easiest way - write request to the base. In schools, we learned to write and understand queries - so I rely on you to have the appropriate skills.
Click on green plus sign and in the drop-down list select the item " Add dataset - query":
Our task is to write the request text in this field. Have you forgotten how to do this yet?
I'll tell you:
In this query, we have selected three fields (" Name", "Floor"and" Favorite color") from the table" Directory.Clients".
But do not rush to write this text in the "Request" field manually.
Now we will create the same query visually, only with the help of the mouse. This method is called " Query constructor".
To call this constructor, press the " Query constructor ..."in the upper right part of the" Request "field:
In the window that opens, drag the table " Clients"from the first column to the second, to indicate what exactly from this table we will request data:
It turned out like this:
Next, let's open the table " Clients"in the second column by sign" A plus"to see all of its fields and drag the field" Name"from the second column to the third, to indicate that from this table we need to query the" Name "field:
It turned out like this:
Let's do the same with the fields " Floor"and" Favorite color". The result will be like this:
Press the "OK" button to exit the query constructor and see that the query text is automatically added to the "Query" field.
Moreover, based on the text of the request, 1C itself pulled out the names of the fields (the area above the request) that will be used by the data composition scheme:
Now that we have compiled the request, the ACS knows how to get the data for the report.
Setting up data presentation
Remained somehow visualize this data for the user in the form of a printed form. And this is where the ACS can work wonders!
To create such a miracle, go to the " Settings"and click the settings designer button ( magic wand):
In the window that opens, specify the type of report " List" and press " Further":
In the next window, select (by dragging) the fields that will need to be displayed in the list (by dragging and dropping everything available to us: " Favorite color", "Name"and" Floor"):
Let's get this result and press the button " OK":
The settings constructor closed and the item " Detailed records":
The report is ready, let's check it. To do this, first save the report as an external file.
Save the report as a file
Let's open the main menu item " File"->"Save":
I will save it to my desktop under the name " Lesson 1":
Checking the report in user mode
Finally, let's close the configurator and go to our database in user mode:
Username "Administrator", no password:
Select the item " File"->"Open...":
And we will indicate the report file (I saved it to the desktop under the name "Lesson1.erf":
The report form has opened, press the button " To shape":
Done! Here is our printable with a list of customers, their favorite color and gender:
The printed form can be easily printed. To do this, just select the item " File"->"Printing ...":
It's so simple, without programming, we managed to create a full-fledged report that users can open in their databases, generate and print.
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We have examined in some detail the settings for reports implemented on the basis of the ACS. Now let's take a look at the finer and more detailed settings of the report options. The window of "advanced" settings of the report variant is called by the command "More" - "Other" - "Change the variant of the report".
The window for changing the report variant is divided into two parts:
1. Structure of the report.
2. Report settings.
The structure section of a report variant is similar to the "Structure" tab of the standard report settings. The purpose and configuration of groupings is discussed in detail in Part 1 of the article.
The table of the structure of the report variant, in addition to the column with the groupings itself, contains several additional columns:
The settings section of the report option gives the user ample opportunity to configure the report to suit his needs. It almost completely coincides with the standard report settings discussed in Part 1. Let's consider all the tabs in the section and note the differences.
The settings section consists of the following tabs:
1. Parameters. Contains ACS parameters available to the user.
The ACS parameter is some value used to get the report data. This can be a condition value for selecting or validating data, or an auxiliary value.
The parameter table is presented in the format "Parameter" - "Value". Parameter values \u200b\u200bcan be changed if necessary. Clicking on the Custom Settings Item Properties button opens the custom settings for the item.
In this window, you can select whether the element will be included in the user settings (i.e. visible to the user when setting up the report), set the element presentation and editing mode (quick access in the report header, normal in the report settings and unavailable).
Customization item properties also have groupable fields, fields, filters, and conditional elements.
2. Custom fields. Contains fields that the user himself forms based on the data selected by the report.
User can add two kinds of fields:
- New selection field ...
- New expression field ...
Select fields allow you to calculate a value based on a given condition. The window for editing the selection field contains the title of the field and the table in which the selection, value and presentation of the field are set. Selection is a condition, depending on which the required value will be substituted.
For example, let's calculate an estimate of the number of sales. We will assume that if less than 10 units of a product are sold, they sold a little, and if more than 10 units, a lot. To do this, we will set 2 values \u200b\u200bof the calculated field: the first will be with the selection "Number of goods is less than or equal to" 10 "", the second with the selection "Number of goods is greater than" 10 "".
Expression fields allow you to compute a value using arbitrary algorithms. They can use the functions of the query language and the embedded programming language 1C. The expression field edit window contains two fields for detailed and summary expressions. Totals records are groupings configured in the "Report Structure" area, in which you must use aggregate functions ("Sum", "Minimum", "Maximum", "Quantity").
For example, let's calculate the average discount percentage. Average percentage discount is calculated by the formula: [Amount of sales without discount] - [Amount of sales with discount] / [Amount of sales without discount]. It should be remembered that the amount of sales without a discount can be zero, so we use the SELECT operator to check. We get the following expressions:
· For detailed notes:
Choice
When [Amount of sales without discount] \u003d 0
Then 0
Otherwise [Amount of sales without discount] - [Amount of sales with discount] / [Amount of sales without discount]
the end
· For totals records:
Choice
When Amount ([Amount of sales without discount]) \u003d 0
Then 0
Otherwise Amount ([Amount of sales without discount]) - Amount ([Amount of sales with discount]) / Amount ([Amount of sales without discount])
the end
As mentioned earlier, in the expression of totals, we use the "Sum" aggregate function.
3. Groupable fields. Contains the fields by which the result of the report variant will be grouped. Grouping fields are configured separately for each of the groupings, but you can define general grouping fields for a report variant if you select the "Report" root in the structure tree. You can add a field from the report result, a custom field, or select an auto field, then the system will select the fields automatically. Also, this tab allows you to change the order of the grouped fields.
4. Fields. Contains the fields that will be output in the result of the report variant. The fields are configured separately for each of the groupings, but you can set general fields for a report variant if you select the "Report" root in the structure tree. You can add a field from the report result, a custom field, or select an auto field, then the system will select the fields automatically. Also, this tab allows you to change the order of the fields.
Fields can be grouped to logically highlight some part of the report or to define a special arrangement of columns. When adding a group, the "Location" column becomes active and allows you to select one of the location options:
- Auto - the system places the fields automatically;
- Horizontal - fields are arranged horizontally;
- Vertically - the fields are arranged vertically;
- In a separate column - fields are located in different columns;
- Together - the fields are arranged in one column.
5. Selection. Contains selections used in the report variant. Customizing selections was discussed in detail in Part 1 of this article. Filters are configured separately for each of the groupings, but you can set general filters for a report variant if you select the "Report" root in the structure tree.
6. Sorting. Contains the sort fields used in the report variant. Customizing sort fields was covered in detail in Part 1 of this article. Sorting is configured separately for each of the groupings, but you can set general sorting fields for a report variant if you select the "Report" root in the structure tree.
7. Conditional design. Contains conditional styling elements used in a report variant. Setting up conditional appearance was discussed in detail in Part 1 of this article. Conditional appearance is configured separately for each of the groupings, but you can set common conditional appearance elements for a report variant if you select the "Report" root in the structure tree.
8. Additional settings. Contains additional settings for the report design. They allow you to select the general appearance of the report, the location of fields, groupings, details, resources, totals, set chart settings, control the output of the title, parameters and selection, define the position of resources and fix the header and grouping columns of the report variant.
In conclusion, I would like to note that the report settings can not only be saved as a variant of the report, but also downloaded to a file (menu "More" - "Save settings"). To download, select “Load Settings” and select the saved file. Thus, we can transfer the settings of the report variant between different databases with the same configuration.
Based on this, we can summarize that the user can not only independently customize the report to suit his needs, but also save his settings and use them later if necessary.
In this educational article, we will consider the concept of 1C Accounting 8 reports. When working in the program, you basically need to enter the data of primary documents, but in the end, the owner of any business will want to know how he is doing. Do not forget about the various regulatory authorities - tax office, Pension Fund and so on - which also regularly require reports. In the case of the latter, you can also get a fine for a report not submitted in time.
That is why reports take a special place in the 1C Accounting program. And, of course, you should know how to use them. We will not analyze all types of reports here, of which there are a huge number in 1C Accounting 8. Let's consider only the main types of reports and how to work with reports in 1C.
Types of reports 1C Accounting 8
All reports in 1C Accounting can be divided into two large groups: regulated and internal.
Regulated reports intended for delivery to the tax and other government bodies... The type of each such report is established by the state. Regulated reports in 1C Accounting include Balance sheet, Profit and loss statement, VAT return and many others. The screenshot below shows a fragment of the program window displaying some regulated reports.
Internal reports are designed for daily use and do not give up anywhere. This is the balance sheet, account analysis, checkerboard and many others.
This was an important part of the article, but without JavaScript it is not visible!
In 1C Accounting 8.2, most of the reports, including regulated ones, are in the menu Reports... The rest of the reports are available on the Function Bar tab To the head... In version 1C Accounting 8.3 are located in the section Accounting, taxes, reporting... Below is the contents of the menu Reports in 1C Accounting 8.2.
website_How to work with reports in 1C Accounting 8 - general principles
Let's start with internal reports. Let's consider how to work with reports in 1C using the example of a report Account balance sheet (SALT according to the account).
website_The appearance of reports that are different in purpose, as well as the same reports, but in 1C Accounting 8 may differ slightly from each other, but general principles work with them does not change.
First of all, it should be said that all reports have settings. If you have not configured the report, then the button Generate a report it is useless to press, because the result will be unknown what... This, by the way, is one of the typical user mistakes when working with the program.
Report settings, if they are not already open, should be opened by clicking the button Customization in the upper right corner of the report window. The settings for different reports are different, but the meaning is always the same - tell 1C Accounting what you want to receive. Besides, the main report settings are specified right below the title bar of its window. These settings include, first of all, the period for which the report is generated.
The period is worth mentioning especially. Do not forget to correctly indicate the start and end dates of the report! Otherwise, you can get wrong data... In some cases, the period can be omitted (according to the situation), then these fields remain empty, which means from minus infinity to plus infinity, i.e. from the beginning of the database and until the data runs out.
In the given example, you also need to specify the analyzed account. Without this, the report will not be generated at all. Field Organization usually filled in automatically. If you have several organizations in one 1C Accounting database, then select the required company.
All other settings are located in the column to the right (in Accounting 8.2) or by the button Show settings in Accounting 8.3. For version 8.3, the settings window looks a little different, but the meaning is the same.
website_For example, let's generate a report for account 71 (settlements with accountants). The result was given above. This report includes all employees for whom, on account 71, records were found in the 1C database for the specified period. If only one employee is required, then you can apply a filter as shown in the figure below.
website_In this case, only the specified employee was included in the report. If you need to specify multiple values \u200b\u200b( but not all), then instead of equally should choose in the list.
Other reports are configured in the same way. For example, in the report Subconto analysis it is required to indicate the type of subconto and (optionally) its specific values \u200b\u200b(we have already encountered the concept of subconto earlier).
The settings of any report can be saved and loaded, for which there are two corresponding buttons on the toolbar (for 1C Accounting 8.2 - at the top right of the report window; underlined in green in the figure above).
An important feature of any report is the ability to move from this report to another, more detailed one. To do this, move the mouse over the data about which you want to get more information, and if the cursor is converted into a lens, then double-click. The ultimate level of detail in any report is the primary documents.
Feature of regulated reports
The main feature of regulated reports is that it makes sense to generate them only when you have corrected all errors made in accounting (if any). Otherwise, the report will be filled with incorrect data and it makes no sense to submit it somewhere.
It is also worth noting that the forms of all regulated reports open unfilled... To fill out the report, click the corresponding button. A sample for 1C Accounting 8.2 is shown below for an example of a balance sheet.
website_If you want to get additional information about any cell, then select it and press the button Decoding.
The 1C program allows you not only to create primary accounting documents, but also generate various reports on their basis in automatic mode. It can be like regulated reports for submission to the authorities tax serviceand internal reports to analyze the results economic activity enterprises.
All templates of 1C reporting forms are in the "Reports" magazine. It also stores lists of generated regulated reports. Reports for internal use, such as balance sheets, account analysis, sub-account cards, and analysis of turnovers between sub-accounts, are not automatically saved and are not recorded in the generated reports log. But the 1C program provides the ability to print or save them in Excel format. The main internal report required to analyze the activities of an enterprise and assess its financial condition is the balance sheet. In the "Reports" journal, select the item "Turnover balance sheet", open its template. Fill in the start and end date of the report and click the "Generate report" button. If necessary, you can print the received form using the "Print" button. For a more detailed analysis, you can generate a balance sheet of individual accounts. From the "Reports" menu, select the item "Account balance sheet". In the form that opens, fill in the desired report period, the number and name of the account and click the "Generate report" button. To automatically fill in the general ledger of the enterprise in the "Reports" menu, activate the "General ledger" template, in the "Settings" tab, set the required period, as well as the way of data presentation. We save the settings with the "Ok" button. Go back to the template and click the "Generate" button. If necessary, print using the "Print" button. To create regulated reports, use the appropriate button from the "Reports" menu. In the form that opens, select the required report from the list, enter its period in the appropriate line and click the "Open" button. It should be noted that it is possible to successfully generate reports for the state tax service bodies only if there is a licensed copy of the 1C program, updated to the current state. Otherwise, the program contains obsolete forms that cannot be accepted tax authorities as reporting.The fully automated process of generating and saving reports in the 1C program allows you to keep an operational and effective accounting of the economic activities of an enterprise, significantly reducing time and material costs.
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