Developing reports in 1C:Enterprise mode

The majority of reports in 1C:Drive are created by developers in Designer mode. If the developer creates the report using a spreadsheet document template instead, the ability of users to edit the report is limited. In contrast, reports created with data composition schema (DCS) can be edited by users in a more flexible way, and the new report settings can also be saved for other users.

In 1C:Enterprise mode, in addition to being able to edit existing reports, certain user groups can build a new report from scratch. Users can use this feature to instantly view the results of a newly created report, or in cases where switching to Designer mode is not possible or impractical. This feature of creating new reports in 1C:Enterprise mode can be implemented using the Universal Report.

Please pay attention that the user who intends to create the report has the appropriate rights (e.g. administrator-level rights) since the Universal Report can be accessed only in technician mode.

Report Creation Steps

Step 1: Run 1C:Drive in Thick Client Mode

While the filters and advanced structure settings of the Universal Report may be enough for many users, you need to open 1C:Enterprise in thick client mode to be able to modify the report query directly. To do this, open the "1C:Enterprise startup" window, select your infobase, click Change... and set Default startup mode of the infobase to Thick client.

Figure 1. Universal report settings

Step 2: Open Universal Report

Before accessing the Universal Report, make sure that the user to create the report has technician functions activated. To activate the functions, go to Service and settings > Settings > Options and select the Technician mode checkbox. Then, go to Service and settings > Functions for technician, find Universal report and open it.

Step 3: Edit Report Schema

The Universal Report composition schema is almost identical to a DCS template in Designer mode. After opening the schema via More actions > Report options > Edit scheme, you can create an SQL query to retrieve tables and data, add parameters or aggregate values with the help of the wizard.

Figure 2. Data composition schema wizard

When you complete data composition, you can easily save changes to the infobase by clicking OK button, or you can export the query as an XML file by clicking the 💾 button located in the bottom left corner. You can also use More actions > Report options > Import scheme to import XML files previously exported by other users.

Step 4: Edit Report Structure

After you create and save the report query, you may still not get a result on the screen, because the Universal Report yet has no instructions on how the retrieved data should be displayed in the report. The user needs to set up the report structure as well as the underlying query for the report content to be shown. Follow the steps below to adjust the structure:

Open the report options with the Settings... button at the top of the report.
Switch to advanced mode to get access to the tabular view and more advanced settings.
Use "Structure" tab to establish the hierarchy between report rows.
Use "Fields and sorts" tab to add, group and sort report columns.
"Filters" and "Appearance" tabs are also useful for changing the report appearance and usability. (Fig. 1)

Step 5: Save the Report

Upon completion of the report adjustments, test if the report is accurate by providing different inputs. When you finish creating the report, you can save it as a .zip file by selecting More actions > Report options > Save to file... and import it to different infobase.

Figure 3. Report options