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Saving and reuse regulated reports. Saving and reuses regulated reports How to save a report from 1C to Excel

Quite often, users have the need to save data from 1C 8.3 to a file, for example, PDF, Word, Excel and other formats. For example, send an email to another person a report, make calculations in Excel. Unfortunately, not all users know that unloading such data from 1C is very simply independently without help.

It is not rare the need to unload the list of any data from the table part of the document, the list of the list, documents log, etc. Such tasks are often single, and it is impractical to attract a specialist for writing a report.

For example, you need to get the entire nomenclature with the type of "Materials". At the same time, only the "Nomenclature" and "Unit" columns are needed.

In the case when it is necessary to unload data with their filtering, first of all, you must configure the list in the "More" menu.

In the window that appears from the left side (available fields), you must choose those for which you will make the selection (in this case, the "view of the nomenclature"). In the right side of the window, the values \u200b\u200bof the selection parameters are set. At the same time, the type of comparison is not limited to the equality alone.

After the evolution was installed, only those positions that are suitable for a given condition will be displayed in the form of a list of the Handbook "Nomenclature".

The next step will be the withdrawal of this list in the tabular document.

In the "More" menu, select "Display List".

If you need to withdraw not all the speakers, as in our example, then install the checkboxes only on those that are necessary.

As a result, you get, in fact, a report that can be saved to any available format. How to do this will be discussed below. Similarly, you can unload the tables of documents and reference books, data from documents logs, lists and not only.

Unloading reports and printed forms from 1C

Any report, printed form, a tabular document (for example, which we received in our example) in 1C 8.3 can be unloaded into the external file in two clicks.

On the top of the program there is a saving button to an external file ("Taxi interface"). It will be active on any reports and printed forms where saving is available.

Unloading 1C database

This method is necessary in cases where the 1c database must be unloaded entirely, for example, to create a test copy.

Go to the desired information database in the configurator mode.

In the "Administration" menu, select "Unload Information Base".

Specify if necessary, another file name and path to save.

The resulting file of the unloaded data with the extension * .dt is further very easy to download. To do this, in the Configurator mode in the "Administration" menu, select "Download information database" item and open the previously obtained * .dt file.

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Today we will talk about settings in the reports in "1C: PІDPRIєMI" 8.2 or 8.3, on the example of the configuration 1C: PІDPRIEMSTVO 8. Governance Torgіvleju for Ukraine

Update

We supplemented the article by setups for configuration on managed forms and wrote about some receptions settings in 1C: PІDPRIєMI 8. Controlline Torgіvleju for UkraineEd. 3.1 (managed forms)

Let's look at how on the configuration example Governance Torgіvleju for Ukraine

you can easily and quickly configure the report for your requirements.

Controlled forms are meant by the fact that the appearance of the reports can be configured as it is convenient for you. After all, before, if the user wanted to change the report settings, he had to ask the programmer to "finish" the reports you need. Now you can configure any report without resorting to the help of a programmer.

Report settings in 1C: PІDPRIEMSTVO 8. Controlline Torgіvéyuya for Ukraine, ed. 3.

To configure the report, click on the button Settings. Before us opens a window with settings.

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

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

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

Selected fields - You can add missing fields here.

On the Selection tab, only those elements that you need to see are selected.

Types of comparison:

Equally - You can choose only one value.
Not equal - the value you do not want to see the data
In the list - If you want to choose several values
In the group from the list - You can select a list of multiple data groups.
Not in the list - Selection of the list of positions that should not get into the report
Not in the list - exclude the list of data groups from the selection
In a group - In this case, you will see data only by one group / category
Not in the group - Exclusion of the data group

For example, in Vedomosti by goods in warehouses, we want to see all the products that we have in stock. To do this, we put the selection of the final residue more than 0.

Now our report looks like:

On the Sort tab, we can sort out our data.

For example, we want to sort our products by alphabet. To do this, go to the sorting window. And we simply drag the props "nomenclature" in the right side of the window and set the direction of sorting "ascending".

The report began to look like this:

On the Grouping tab, we can group data according to any value. For example, we want to see our balances in the context of the warehouses. Here everything is simple: we press three points, go to the window editing groupings and add a new group "Warehouse" and choose the type "hierarchy".

And also grouped by months, that is, we find out in which month we have canceled the goods.

To do this, add the following grouping: the period of the month (it is also possible to make a group by year, quarters, days)

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

As you can see, in the setting, we have bandage in warehouses. How to find where to see an extra grouping? Since in managed forms, you can design a report on your own, so I will go to the report structure itself. To do this go in

We see the report structure:

That is, the report is built as follows: first there is a grouping in warehouses, then subgroups: grouping on the nomenclature, characteristics, series and measurement units, after which there is a grouping according to the documents of the movement, and the latest independent grouping is a unit of measurement

If we simply turn off the shopkeeper, then accordingly, 2 groups will turn off: the nomenclature and the recorder. Therefore, just "grab" the line of the nomenclature and drag it into the report. Remove dawkey warehouse. Now the structure of our report should look like this:

Now the report looks beautiful:

On the Nomenclature Fields tab, you can only select the fields that we want to see in the report. For example, in the report reporting in warehouses, we want to see the number of nomenclature, the name of the nomenclature, the characteristics of the nomenclature, units. Measurements. To do this, go to the Nomenclature Fields tab and exhibit the above listed details. Also in the report name of the nomenclature and its characteristics in one column, it is necessary to place these details in one group (as shown in the figure).

More Using the Conditioning tab, we can make our report to color. For example, we want to quickly find the amount of goods on a specific warehouse. To do this, select a certain warehouse:

On the Conditions tab, choose the warehouse that we want to "paint". Warehouse \u003d store "Products"

On the Registration tab, choose which color (choose Yellow):

On the tabular fields, we can see what fields / speakers will be changed in color. If you leave this tab empty, the program will draw in yellow color everything as regards the store "Product Shop"

And now we form our report!

Now he looks like:

First we see the grouping in warehouses, then grouping by months.

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

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

On the Report Settings tab you see all reports whose settings we have saved, and now choose our setting.

Now we can only copy and close.

There is another focus with reports on managed forms: you can add speakers, rows slightly different way.

Go through All actions → Change report version

This window has opened:

Here we can also group, sort, add speakers / lines. In general, all that the soul wishes.

And on the example of the report of gross profit, I will show how you can add a column extraction.

Also go into settings through All actions → Change report version.

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

In the Expression field, we introduce the formula: revenue / total * 100 - 100

On the left we find a daddy with the name of custom fields and see just a created markup

Add it to the right column

Now add our markup to the report structure: Organization and Divisions:

And completed editing.

We form a report.

We see that the new column appeared, but to put it mildly, we are not satisfied with the number of decimal signs. But this is all very easily fixable.

We need to return settings, namely the Custom Fields tab, and edit our formula. The number of numbers we want to see 2 decimal signs.

We make such a formula: format (revenue / total * 100 - 100, "CDC \u003d 2")

I will form a report again.

Now we see that everything is in order!

But it happens that an error pops up: "division on zero." To avoid such an error in the proposable formula as follows:

Choice

When all<> 0

Then the format (revenue / total * 100 - 100, "CDC \u003d 2")

Otherwise 0

the end

We can also add a new nameplate to our report. For this, we also go into changing the version of the report. Further Add → New Table.

Now add rows and columns.

Suppose we want to see the gross profit only in the segment of household appliances.

Add the following groupings in the row: nomenclature.

On the Selection tab, we turn on the checkbox "The current element has its own selection" and add a nomenclature from the household appliances group.

On the Fields tab, also turn on the daw "The current element has its own settings of the selected fields" - the 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, we will stand on the table and on the Advanced settings tab, we enter the title (as shown in the figure below).

Now form the report.

Our new sign fell into a gross profit report.

All elementary!

Report settings in 1C: PІDPRIEMSTVO 8. Controlline Torgіvéyuya for Ukraine, ed. 2.3

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

Customize the reporting, click on the Saving settings button on the report pane, create a new, write the name of the report. If you want this report to be opened when opening, put a tick in the open column.

In order to open the necessary message setting, press the recovery settings button, and choose the desired setting. Do not forget to click the form.

2. How to set up a more deployed report?

Open the required report, press the Settings button, at the bottom put the box extended setting, you will have additional bookmarks.

Bookmark common

Using ticks, you specify which speakers must be seen in the report, and which is not.

Arrows, you can select the location of the columns.

Grouping tab

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

Grouping Lines - Data will be formed down, the grouping of the speakers - the data will be formed aside (to the right). For example, in a lines grouping, you can see the sales data on the nomenclature, and in grouping columns, see these sales by month.

You can add any field to fill data in the report. Click the Add button, the Field Select window appears, where there are all options that can be added to the report. We choose the necessary option (the plus card can be disclosed in more detail, for example, you need to see the data in the section of the article of the nomenclature, then you click on the nomenclature and unfold all that relates to the nomenclature). By clicking OK add a new field.

The grouping type of strings / columns is a variant of viewing data (grouping), such as hierarchy, allows you to turn / deploy the results.

3. How to make selection on a specific reference book / document group / group of reference books?

Bookmark the selection Allows you to make selection not only by those lines / speakers that already exist in the report settings, but also add your own selection option.

To do this, click the Add button and add the option to select the field the option you need from the window. Talk we make a choice on what element we will have selection. Thanks to the comparison type column, we can choose not only a separate element, but also groups.

Type of comparison

Equally - selection of only one position

Not equal - one position that you do not want to see the data

In the list - Ability to form a list of those positions you want to see in the report. Through the postpoint window, create a necessary list of reference books / documents.

In the group from the list - You can choose a list of individual groups / subgroups. In order to select the group folder, you need to click the Select button, and so draw up a list of those subgroups, the selection for which you would like to see.

Not in the list - selection of the list of positions that should not get into the report

Not in the list - selection of a list of groups / subgroups that should not get into the report

In a group - You can take a selection only on one group (to select the group, click the Select button)

Not in the group - Selection on one group that should not get into the report.

4. How to create additional fields in separate columns?

Bookmark Additional fields Allows you to create additional fields in a separate column.

Add the required field
Select accommodation, in a separate column or in one column, which is already in the report
We choose the position before the grouping column (that is, the first column), after the grouping (second column), or instead ofruping (that is, the grouping columns will not be at all).

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

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

Sort Bookmark

Select the field you want to sort is the field number (in basic units), select the sorting option descending. And look at the beginning of the best goods. If you need to look at the poorly sold goods, we choose the sorting ascending.

6. As in the number of the quantity, remove zeros after the comma

Bookmark decoration

Select the area in the column area in the basic units, open the design column, put a box near the field format and open the value.

Near the field length, we put a tick, and choose what length you will have a maximum of the maximum. If you need to set the fractional separator (i.e., how many characters should be after zeros), you set a tick and select the number of placked signs. If you do not need fractional parts, then do not change anything.

Press the OK button, this setting enters the window editing window editing, click there as ok, and now this format setting has fallen into the design tab.

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

* Using the Design tab, you can choose different design options. In another lesson, we present the options for executing the report.

7. Duplication of the report settings for other users.

For example, we have managers who in the settings need to save the same sales report. These managers are 7 people, and the report settings are serious, and to duplicate this seven times for each user a completely troublesome business.

There is a way out!

To begin with, set this report from one manager, save it.
Then go to the second manager's database, open the sales report, click on the recovery settings button, this list is empty (since the second manager has no saved settings).
Click on the settings button all users, and now on this list there are all reports that were saved by users.
Choose the required report, the form button, and we have a report that we set up for the first manager
Now we press the Save button, and the settings of this report are saved for the second manager.

Today we told you just a few tricks for the formation of reports in "1C: Pіdprommia", of course, this is not all secrets, the rest are looking for in our following lessons.

We hope this lesson was useful for you! Thanks for attention!

Respect, Company FIN. Soft.

You can learn this in our online courses "1C: Pіdpromnia", or sign up for our courses "1C: Pіdpromstvo" who pass in our office.

If you have not yet purchased this program, you have an excellent opportunity to buy 1C: PІDPRIєMI 8. Governance Torgіveli for Ukraine on our website Below we have collected for you similar topics that will help to deal with the functionality of the program "1C: PІDPRIEMSTVO"

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Secrets of report settings in "1C: PІDPRIEMSIY" 8.3 - 4.5 Out of 5 Based On 6 Reviews

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Procedure for transferring data from 1C (a list of reference book or document elements, a table part of the document, etc.) in the EXEL format (Excel) is a very convenient function 1C, because Allows you to save almost any data in Excele to further analyze them.

1c enterprise version 8.2:

For example, we want to unload data from the directory of the nomenclature, for this open the nomenclature directory, displays the necessary data (we use the selection, open the necessary group):

And click OK button.

After that, you will create an exile file on the specified path with the desired data from 1C.

But, you can and not save data to a file, but simply (after displayed) Highlight the data, then save them to the clipboard (right-click - copy), open the Excel program and insert the data from the clipboard in the blank sheet (right-click - insert).

In the same way, you can save both documents and tabular parts in them.

If you want to save a report to Excel, then form a new report, and in order to unload it to Excel, you no longer need to display it in the list, but simply click on the "File" - "save copy" in the main menu and then according to the scheme described above . Either simply copy it through the clipboard.

1c enterprise version 8.3:

On the 1C version 8.3 platform - the data storage technology in Excel is slightly different from version 8.2.

Here if you click right-click on the list, you will not see the "List ..." item, instead you need to click on the "All Actions" menu and choose the already familiar item to "Post a list ...":

In the same way, we mark the necessary speakers with the flags, but here there is still a wonderful "only dedicated" flag, when it is installed, only selected lines are displayed in the table. To highlight a few rows in the list of the Handbook of the Nomenclature - click the mouse on the rows with the "Ctrl" key, it turns out something like this (highlighted lines are highlighted in blue):

As a result, it should be happening something like this:

Next, you can save this table into Excel through the clipboard (as I wrote above), or save it immediately to the Excel file, for this, in 1C (in the displayed list), click on the special button of the main menu (with the down arbitrar) and select the item "File" - "Save As ...", then the standard file saving window opens, indicate the file name and the Excel sheet type and click "Save".

To save the report to the file, do the same as I wrote a little higher:

It is often necessary to obtain data from 1C 8.3 and save the information to the external file, in other words, make unloading from 1C enterprise. The task is almost always done without attracting 1C programmers.

Consider a number of useful tips with which you can unload data from 1C to the external information system.

In 1C there are several methods with which you can get information without attracting specialists:

Uploading the base of 1C 8.3 entirely - for subsequent download on another computer
Saving reports and printed forms in Excel, Word or PDF
Unloading tables from 1C
Receiving information using the query console

How to unload the base from 1C 8.3 entirely (in file.dt)

To do this, it will be needed to enter the configurator mode, then select the "Administration" item in the Main Menu - "Unload Information Base":

Then you will only need to specify the name of the future file and its location on the disk.

For later booting to another database, click on the "Download Information Database" button and select a preloaded file.

Unloading from 1C in Excel reports and printed forms

This method is universal and very simple. For this, it is enough when opening a printed form or report.

For example, we open the printed form of bargain 12, press Ctrl + S (or in the File menu - save both) and select the file type and its name:

For the same system - the report is unloaded into two clicks:

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Available in main formats - Excel, Word, PDF, HTML, TXT, and TD.

Unloading tables from 1C 8.3

Often there are such banal tasks as "get a list of payments for the current year", "unload the book of shopping or sales" or "unload goods from the invoice number 226". Solve such tasks are simple enough.

For example, I need to get all the arrivals from the counterparty "Vector" with the amount of more than 1000. Let us open the list form and install the desired selections in the list:

The system will propose an output option - in a tabular document or text, select tabular. The 1C program will display information in such a tabular document that, like reports, can be saved to the format you need:

Such actions can be made practically for any tabular part in 1C 8.2. For example, we needed to unload the list of products from arrival No. MSK00003, not a problem. It is done very simply - open the document, call the context menu and after a couple of clicks you get the desired unloading in the desired format:

Unloading in Excel Magazine Magazine from 1C:

Receiving information using the query console

However, not all information can be found in a simple tabular part 1C 8.2. Sometimes it is required to collect data from multiple data sources, connect them to some fields.

This method is suitable for technically savvy people who know the basics of the query language. It is to get the result of the request with the help and save it to the format you need.

For example, you need to get all the counterparties-suppliers and their phone number. To do this, write the following query: