Monitoring of targets.

Using the performance monitor

Report Performance Monitor provides a list of indicators with their quantitative values. These values ​​characterize the deviations, the actual state in the current and previous period, the planned state. In addition, you can see the qualitative characteristics - indicators.

Several report options are available for viewing.

Before viewing a report, you should:

• in the panel Report Options(top) or in the menu with the button Open list of report options placed on the bottom right to select an option;
• in the panel Setting select report settings;
• press Form.

Note . To increase the space of reporting information, you can hide the panel Setting report options panel.

Note . Report options Performance Monitor developed for the leaders of a particular enterprise.

Types of Performance Monitor Metrics

Not all indicators of the planned state of the enterprise can be displayed. The set of values ​​displayed depends on the type of each measure.

There are such indicators:

• Standard- displays the values ​​of the current and previous period, changes relative to the previous period in percent and absolute.
• Plan fact- the values ​​of the standard indicator are displayed. Additionally: the planned value of the current period, the percentage of the plan and the deviation from the plan in percent and absolute.
• Plan (forecast)- displays the values ​​characterizing the current state of the indicator and the planned value for the next period.

Note . The output of values ​​is disabled in the report settings.

Indicators

The report provides a conclusion quality characteristics- indicators, each of which has its own designation:

• Dynamics- displays the change in the actual state of the indicator of the current period to the previous one. Positive dynamics is a change in the direction of improvement, negative - respectively, to the deterioration.
  • positive,
  • stable
  • negative.
• State- characterizes the compliance of the quantitative value of the indicator of the current period with the predetermined limits. Each of the values ​​is indicated by a diamond of a certain color.
  • good,
  • satisfactory,
  • disturbing.

Limits for the indicator State and directions of change for Dynamics, and also its threshold values ​​are specified in the form Setting the indicator.

In this report, you can decipher the displayed quantitative values ​​and find out from which components they were formed. To do this, double-click on the required value of the indicator.

Set up a report variant

The report parameters must be specified in the settings panel, which is visible when the button is pressed Setting.

The report is set to:

• period (by specifying the frequency of the analysis and the end date of the period);
• offset of the previous period relative to the current one (in whole periods);
• sign of displaying indicators;
• selection by indicator values.

Clue . By default, the previous period offset is -1. In this case, a period of the same duration is selected for comparison, immediately preceding the current period (for example, for the current month, the previous month is selected). By changing the offset parameter, you can specify a comparison with a more distant period.

The values ​​to be displayed are defined in the form Setting up the monitor structure(opened from the report form with the button Set up a report variant).

Actions with the generated report . Then we get two options, derived in a general form.

Differences in both variants are highlighted in color.

Before starting a report Performance Monitor it is necessary to develop its variants, each of which displays a certain set of indicators. The same indicator can be used in several versions of the report.

The performance monitor indicators are elements of the sp. Custom Reports.

The developed indicators can be transferred to another information base. To do this, use the mechanism available at the touch of a button. Exchange in the form of a list Custom Reports.

Element ref. Custom Reports describes the report that is used by default to decipher measure values. The indicator structure must contain a table and no more than one grouping. The report totals are used as measure values.

The first thing to do when creating a new element is ref. Custom Reports is to create a data composition scheme (this requires appropriate technical knowledge).

Note . You can read about the data composition scheme in the Configuration and Administration Guide of this software product.

To develop a custom report, use Performance Monitor Metric Builder. It opens from the helpdesk element form on button click Constructor. When working with the constructor, firstly, you need to select the type of indicator of the performance monitor.

Secondly, select a data set that will form the report fields. And map the fields of the report to the fields of the data set. Upon completion of the designer, the layout scheme and report settings are modified.

To develop a new version of the report, you need to open the form Setting up the monitor structure by pressing the menu button Set up a report variant. Here you can add new indicators.

In addition, in this form, you can rearrange indicators in places, delete old indicators, group indicators using folders. It is possible to override values.

When creating a new indicator, a form will open Setting the indicator. In field Report choose an element. Custom Reports, field Name automatically populated with the indicator name. Bookmark Options the user can specify the values ​​of the parameters used in the calculation of indicator values. Among them, there must be Period offset and Frequency of analysis. Because if they are not filled in, then the default values ​​will be taken - those that are set for the report as a whole. Bookmark Indicators you need to specify the settings for the indicators. Bookmark transcripts- reports for deciphering the value of the indicator, which will be used as an alternative to the default decoding described in the directory element Custom reports.

After all the settings, it is worth setting the settings in the panelSetting. To save a report variant (including initial settings), use the menu buttonSave report variant.

In today's conditions, it is especially important for managers to constantly "keep abreast" and monitor the slightest alarming symptoms of deviation from assigned goals, plans, the rhythm of production and the fullness of financial flows, etc. For such leaders in the configuration " Integrated automation"Program system" 1C:Enterprise 8 "introduced a special system report called Performance Monitor. VN Khomichevskaya, an independent consultant, talks about its capabilities, as well as its settings for the tasks of a particular enterprise.

The content of the article:

• Organization as an organism
• With one wave of the hand...
• Quick and easy assessment
• Step by step
• In its entirety…

Organization as an organism

There are many things and phenomena with which one could compare business - both in general and in its individual components. However, in the author's opinion, the most appropriate, systematic comparison is with a living organism. Apparently, not by chance, in the words "organism" and "organization" - the same root - "organ"! There are many of them, organs, in the body, each is different from the other, each has a narrow, strictly defined function. But, since they are all closely interconnected and interdependent, when they work together, harmoniously and amicably, performing each task qualitatively, we get a healthy and vigorous body. It is the same in business (firm, company, organization or enterprise) - if each division has clearly defined functions in the general flow of business processes, and they are strictly carried out, in accordance with the general process - we have an ideal growing business. Moreover, it is resistant to almost any external influences in the same way as a perfectly and smoothly working organism is resistant to them.

But if one of the individual organs fails, then the whole organism as a whole begins to suffer - to a greater or lesser extent. The same is true in business - they didn’t track the repayment of customer debts in time - purchases suffer, logistics “missed something” - problems began in production, sales fell - under the threat of repayment on loans - etc. That is, a chain of interconnected and not reasons that are quite noticeable at first can lead to consequences - problems. And sometimes it is difficult for those who manage the business to diagnose the true cause of their occurrence.

Here again, the comparison with an organism is quite logical, this time an organism subject to some kind of ailment, when the cause is not clear. Or there are several possible reasons, but it is necessary to understand: which of them is the main one, and which are secondary, which of them is the cause, the primary source of the problem, and which are only its consequences?

The body, if it is a human body, has an excellent opportunity for complex diagnostics - the benefit of the tools of modern medical science is rich in devices of both an analytical and monitoring nature, they make it possible to track the parameters of the body's functioning both in statics and in dynamics. With their help, an experienced doctor will prescribe the most accurate and necessary therapeutic, corrective effect for this particular situation. And there is no reason to bring the situation to the point that is no longer treatable, but is corrected only by surgical intervention.

But if each person is responsible for the state of his health, monitoring it and making a decision on prevention or treatment, then, again returning to the topic of business as an organism, it must be stated that the manager is responsible for the health of the "business" as a whole, and for "health" individual functional bodies-subdivisions - managers of the appropriate level and competencies.

It is quite obvious that it is possible to neglect the methods of prevention or timely correction of emerging problems of an internal or external nature, for some reason you can simply not see them, not track them, and thereby bring the “organism” of the organization to the need for “surgical intervention”. And you can, figuratively speaking, "keep your finger on the pulse" and track the slightest alarming symptoms of deviation from the assigned goals, plans, rhythm of production and fullness of financial flows, etc. In other words, symptoms of a decrease in business efficiency.

For those executives and managers who are configured for the second option, a system report called Performance Monitor has been introduced in the "Complex Automation" configuration of the "1C:Enterprise 8" program system.

It is only necessary to configure the desired parameters of this report.

I foresee a logical question: "Why do we need to configure something else?"

Let's find out!

Individual diagnosis or "average temperature in the hospital"?

Human organisms are so different and individual, so different in their physiology (depending on the place of birth and residence, on hardiness and fitness, on many reasons), that for one, for example, a rise in body temperature by several tenths is a familiar and ordinary matter, and for others, it is a sign of trouble. The same is true in business - depending on the size of the company and the type (or types) of activity, its location and market conditions, as well as many other reasons, for example, fluctuations in a cash deficit in the amount of several hundred thousand rubles can be a small working (sometimes - seasonal) deviation, or they can put the company on the brink of existence.

This is similar to the situation if medical devices were programmed for the characteristics of their patients, and during the next diagnosis of a particular patient, the adjustment would be turned on precisely for his specific parameters.

This is how the Performance Monitor works - its settings simply cannot be absolutely universal. In some part of the monitor setup, you may well use the existing developments (which will be discussed below). But only when tuned in individual characteristics this business, this particular company, it will allow the head or other key manager to best diagnose the state of the "organism" of his organization or its individual components.

And then…

With one wave of the hand...

... Or rather, with a few mouse clicks, you can eventually get a report, for example, of this nature:

It has several groups of indicators, such as "Cash", "Debtors' debt", "Accounts payable", "Sales", "Customers", each section provides for monitoring from one to several indicators. Since the manager needs all types of information - actual, planned and comparing plan and fact, the set of indicators (configured in the report) includes these options, in addition to the main one - comparing the indicators of the selected current period with the selected, but already past period.

Let's take a look at what and in connection with what the manager sees in the report, what conclusions can be drawn from the information received, and what decisions and actions are influenced by what he sees.

Manager's thoughts on the Performance Monitor

Money - if you continue the association with the "organism of the organization" - this is, of course, the "blood" of business, filling it with it should be sufficient, there should not be stagnation (an imbalance between the expected income and the necessary payments). Therefore, our hypothetical manager first turns to the Cash group of indicators and sees that the total cash balance has increased significantly compared to the previous period. It seems that there is every reason to rejoice, because this ultimately gives an indication of the state as good, and the dynamics are positive. But both the state and the dynamics refer specifically to this parameter - that is, the Balance of funds. But how did this residue form? It is obvious that the inflow of funds has increased (although we have a positive trend, but the state of inflow of funds is indicated as satisfactory), but what about spending?

Let's look at the relevant indicators: Cash payments for the current period have decreased compared to the previous period.
For what?

If we look at the indicator group Accounts Payable, it becomes obvious that it has grown significantly, and so much so that, in accordance with the adjusted values, the report shows us an alarming state. This suggests, among other things, that there are not enough funds to pay off all the accumulated creditors (and this is the threat of penalties from suppliers, and if you detail the report, it may turn out that from tax authorities). Why is there not enough money - apparently from the fact that the amount of receivables is also growing - our customers pay us poorly! Moreover, it is so bad that the state is indicated as alarming.

We have to admit that sales have also fallen significantly, and although the state is still noted as satisfactory, it is already in the critical zone. Which, together with the increased receivables, creates a very depressing picture of the state of the business and requires urgent management measures.

If the manager has a desire not to go through the full chain of such reasoning, but to pay attention only to indicators whose status is assessed as alarming, you can change the monitor settings accordingly and then the report will look, for example, like this:

Thus, in an already configured report, you can very flexibly use time and indicator settings to solve a specific momentary task.

But for this, the monitor must be contextually configured!

Overcoming the "language barrier"

Before starting a conversation about the possibilities of contextual customization, it should be noted that the Performance Monitor allows you to remove one of the main barriers in communication between a manager, as a "captain of business" and key specialists narrow (or relatively narrow) specialization. The concepts that the manager uses in his systemic and generalized picture of the business vision differ from those highly specialized concepts and terms that are used by specialists in the areas: accountants have their own "bird language", marketers have their own, production workers have their own, their own - with account managers, etc. Moreover, the same terms in the mouths of an accountant and a sales manager may not mean the same thing: for example, in the understanding of the salesperson, “income” is the entire amount of the cost of the goods sold, and in the understanding of the accountant, the amount of income will differ by the amount VAT on sales. And if we also take into account the time factor, then such a conflict arises when the income in the mouth of the financier means the receipt real money, and in the mouth of an accountant - just a fact of shipment (implementation).

How can a manager get balanced information at the same time? There is only one way - to interpret special terms in a single field of information indicators, expressed both in the form of numerical and visual sign forms.

The performance monitor in its essence is a constructor, a set of universal and contextual "puzzles", from which, for the specifics of a particular enterprise, you can build such an informational "panel" that will give an overall picture that does not load the manager's field of vision with details, but at the same time, the details are in any specific set can be accessed as a transcript if the manager needs it.

Quick and easy assessment

Each of the "puzzles" is certain indicator from various specialized areas - this is finance, and logistics, and debts (both receivables and payables), and production, and orders - and much more. The proposed design of the Monitor allows you to build a system of indicators for the manager, not only in the necessary for adoption management decisions set, but also to observe them in any chosen temporal dynamics. To do this, there is a setting option, reflected in the fields of the form of the same name.

Just by defining the required date as the current one, you can process the system data in any variant of dates and periods (see the insets in the figure above). For example, the Shift of the previous period field correlates with the selected value in the Analysis frequency field and allows you to analyze indicators for enterprises that have, for example, seasonal sales deviations - you just need to set similar periods of different years for comparison. And if the manager needs to determine the current performance of the enterprise in relation to the pre-crisis state, then the shift of the previous period should be set in the number of months that separate the enterprise from the period of stable operation.

If we talk about the quantitative characteristics of the dynamics of indicators, which, of course, can differ significantly for various enterprises(for some, a deviation in cash reserves in the amount of several thousand is a workflow, and for others it is a "danger zone"), then the group of switches Indicators (see the figure above) will translate numerical indicators (the analysis of which requires more time and effort for report user) into the visual zone. The performance monitor offers not only color solutions for indicators of dynamics (positive, negative and stable) and status (good, satisfactory and alarming), but also the ability to define the boundaries of such assessments. How this can be done - this will be discussed later in the article. In addition, for express analysis of the state of affairs, it is possible to display (select) for viewing only those indicators that correspond to one or another indicator value. For example, you can display for viewing only those indicators that meet the signs of negative dynamics and an alarming state in order to make a decision about where they should be in this moment the resources of the managerial "rescue service" are directed to the maximum. To do this, you just need to check the appropriate boxes. If necessary comparative analysis of the entire business, then you can set all the checkboxes and, by the state of the indicators, determine the favorable and unfavorable directions. In conjunction with the time period settings described above, the indicators will allow you to instantly evaluate and compare the degree of "buoyancy" of the enterprise.

Performance Monitor indicators are disclosed through Custom Reports. To create them taking into account the specifics of your enterprise, you need the help of a specialist who owns SKD (Data Composition Schema). However, if you do not have such a specialist, then it is quite possible to use a set of already designed Custom reports that are available to any registered user of the Integrated Automation configuration, since the distribution package contains a demo database. A set of these custom reports can be found if you go to the Full interface on the menu Service-Custom reports. You can also download these reports for use in your working database.

By going to your working infobase, you can download the entire package of Custom reports using the same menu path (Service-Custom Reports) and use them in your work.

It was mentioned above that any indicator of the Performance Monitor can be detailed, deciphered. Transcripts are defined (configured) specifically for each indicator of the Monitor, and they can serve as reports already included in the standard configuration, as well as arbitrary reports.

Let's consider the process of forming the Performance Monitor indicator using the simplest example.

Step by step

Since, as already noted, the availability of funds from an enterprise is one of the indicators of its ability to function in a business environment, let's say that the first thing that may interest our manager (or someone from key managers) is the balance of funds in all resources of the enterprise (cash and non-cash, ruble and foreign currency).

Open the Performance Monitor window (in the Full Interface, this can be done via the Reports-Performance Monitor menu).

At the bottom of the Performance Monitor form, click the Setup icon and select Structure Setup.

In the form that opens, in turn, select the Add icon: the indicator settings form opens.

In it, we will select one of the arbitrary reports that were previously either generated specifically for this enterprise, or downloaded from the demo version.

If at this stage we save the settings made, then we can already form the Performance Monitor (so far with a single indicator). However, it is worth considering the desire of the manager to disclose the indicator provided by the monitor in detail, in our case, he may need information - and in which sources these funds are placed.

In the indicator settings form, go to the Transcripts tab. Filling in options for decoding the indicator can be started directly by selecting in the field with the same name - Decoding. The first thing the system offers to decide is what you will choose for decryption - Filter out (one from the list of reports built into the system) or Custom report (from those that you either created yourself or borrowed from other sources, in our case - from the "collection "custom reports of the demo database).

Decryption may not be the only one, you can offer as many as you need. For example, two: one in the form of a built-in report, and the second - in the form of an Custom report.

But such a use of the Monitor is quite primitive, "flat", and does not provide enough "fast" information, because we have not yet determined the semantic criteria for assessing the changes that have occurred and we have to see only the numerical absolute value of both the indicator of the current period and the difference between it and a similar one. indicator of the previous period specified for comparison. Thus, our manager will be deprived of the possibility of a quick assessment of the indicator.

Let's improve our metric setup!

To do this, let's return to the indicator settings form and go to the second tab of its settings form (Indicators) and set the limits for determining both relative (Dynamics limits) and absolute (Status limits) indicators (see the figure below, inset).

For example, consider that a five percent reduction this indicator we will classify it as a negative trend, and a five percent increase as a positive one. We also establish that the volume of the cash balance is below 6.5 million rubles. we will consider it satisfactory, and its reduction to the level of 5 million - an alarming indicator.

Now let's save the indicator setting and create the Performance Monitor by setting the request to show all indicators in its settings - both by dynamics and by state.

In the line of the Cash Balance indicator, the indicators show us that, compared to the previous (chosen by us) period, we have a negative trend, while the state is still satisfactory.

When setting up indicators for various indicators, one should be attentive to the semantic content of the growth or decrease in the sum or percentage component of the indicator.

For example, let's take sales. It is unlikely that anyone will dispute the fact that the increase in sales revenue compared to the previous period is a positive factor in the dynamics. At the same time, if we talk about the indicator of receivables or payables, then their increase is a negative trend. And in the context of an individual enterprise, for example, stable dynamics can be defined within the limits of ± 10%, and for others - even ± 25%. Everything is very individual!

If we talk about the indication of the state, then, as noted above, for some enterprises the threshold of the total balance of funds, for example, 500 thousand rubles, is the norm (which we can qualify as good condition), and for others it is an alarming indicator!

So we came again to the question of whether it is possible to make universal settings for the Performance Monitor on the "one size" principle for absolutely all enterprises that use a standard configuration! Of course, this is impossible! But adjusting the Monitor's indicators "for yourself", "fitting the figure" of your enterprise - is not only possible, but also necessary!

So, if you are satisfied with the result of setting up the report, then save the version of the report, otherwise the fruits of your labors will be lost, because they are valid only in this session with the Performance Monitor. To do this, use the corresponding icon in the lower right corner of the Monitor Settings form.

In its entirety…

The metric we've configured is one of many that you can similarly customize to suit the needs of your particular business. For each of the new customized indicators, you will choose your interpretation options and your criteria for indicating both the current state and changes that have occurred since the last period.

Determine how many and what indicators you need to set up, only the head and key persons in the management of the enterprise can, based on their needs. The composition of indicators of the performance monitor should be optimized - both a small number of indicators with unadjusted indicators, and an excessively large number with possibly identical indicators repeating in different sections can be considered unsuccessful. In the first case, the effectiveness of the Performance Monitor will be low due to the small number of "sensors" of the state of the "organism" of the organization (with the exception, perhaps small businesses with a simple set of activities and functions). In the second, an excess of information will cause a glut of it, which will lead to a "turn-off" of the channels of its perception and the loss of the value of this information for management decisions.

In order to exclude the negative impact of monitoring an excessive number of indicators, one should "divide" the set of these indicators according to the functions of the key managers of the enterprise, create, as it were, a kind of hierarchy of Monitor options corresponding to the competence of each of the managers. And for the report options for the director or general director, leave only the most general, main indicators.

Thus, continuing the traditions of the 1C: Enterprise 8 software system, the Performance Monitor allows the user himself to apply flexible settings to solve enterprise management problems.

How to get the head of the enterprise on your side, whether it's buying a program or being selected for an implementation project? Show him the target indicator monitor - and he is already 80% yours :)

In this article, you will learn how to correctly set targets in the "1C: Trade Management 11" configuration.

Applicability

Article written for editors UT 11.1. If you use this edition, great - read the article and implement the considered functionality.

If you work with older versions of UT 11, then this functionality is up-to-date and more advanced. In current versions, to access the considered functionality, use the “Target indicators monitor” command in the “Target indicators” section of the subsystem “ Financial results and controlling.

The most notable difference between UT 11.3/11.4 and version 11.1 is the Taxi interface. Therefore, in order to master the material of the article - reproduce the presented example on your base UT 11. Thus, you will consolidate the material with practice :)

Target monitoring

In the conditions of the modern rhythm of life, the heads of companies need to analyze and work out a large amount of information in order to make managerial decisions.

Get necessary information the subsystem "Monitor of target indicators" in the application solution 1C: Trade Management 8 edition 11 helps.

The main features of this tool:

• providing important information in a compressed form without loss of essence;
• relative ease of use;
• a predefined set of settings is provided, which is convenient to take as a basis;
• the ability to create and control your own indicators.

So, if we take any textbook on management accounting, then we will definitely come across a similar model of the enterprise management cycle.

The Target Indicators Monitor tool fits perfectly into this scheme, thereby increasing the value and benefit of the 1C: Trade Management 8 system. Let's take a closer look at each stage.

goal setting

Obviously, before making any decisions, we need to determine the goal or the main direction in which our organization will move.

What are such goals is not a simple question, and there is a rather active discussion among specialists. We will not focus on this, we will only note that a number of targets must comply with certain criteria:

• goals must be measurable;
• one target should be defined for each goal;
• for each goal, a responsible person can potentially be identified;
• links between dependent goals should be expressed mathematically.

You can find target indicators in the "Goal Structure" guide.

(Click to enlarge picture)

The directory has a hierarchical structure that allows you to build a relationship between several goals.

Consider an example. Obviously, one of the main goals of any commercial organization is profit maximization. We put it in the reference book at the top level, considering it the main goal.

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Further, the size of profit, of course, is influenced by a number of other factors. One of them is the maximization of gross profit. Thus, we have a new narrower task. In our subsystem, it will be a subgoal.

(Click to enlarge picture)

The very task of increasing the "Gross Profit" is also divided into a number of subtasks. Thus, we get a certain set of interrelated goals that can be evaluated and analyzed, including separately (the head of the sales department is responsible for the sales volume indicator - he will work with it).

Execution of plans

At this step, it is enough for us to reflect business transactions in the system in a timely manner and without errors and to carry out routine operations.

Execution control

The Target Indicators Monitor subsystem allows you to analyze each indicator in various ways.

For example, to identify popular products, we analyze sales by product range, to identify important customers - by partners, to assess the effectiveness of personnel - by managers, etc.

To do this, in the subsystem for each indicator, we set up analysis options.

(Click to enlarge picture)

In the analysis option, we indicate the target values, the responsible person, the form in which the result is provided, which reports can be used to decipher the final data, etc.

(Click to enlarge picture)

(Click to enlarge picture)

As noted earlier, if we need to get more detailed information on the final figures, we generate standard reports to decipher the indicators.

(Click to enlarge picture)

Variance Analysis

In the future, we are faced with the task of analyzing indicators, i.e. how well we are moving towards our plans. Since we agreed that we set measurable goals, we do not forget to indicate the specific indicator we are striving for, as well as positive and negative deviations.

In the future, the Target Indicators Monitor toolkit will independently divide the received reports by status:

• “Note” – the goal has been achieved and the trend is positive
• "Important indicators" - the state is acceptable, but the trend is negative;
• "Critical indicators" - the state of the indicators fell beyond the negative deviation.

Thus, we can see the deviation from the norm in a timely manner and promptly correct the situation or adjust the plan.

Summary

"Target indicators monitor" is a new promising subsystem aimed at prompt provision of data for making both daily and strategic management decisions.

Not only a matter of profit and growth, but also the very survival of the company in an ever-changing global market. economic conditions are directly related to the effectiveness of management. Even the most talented crisis manager or experienced leader will not be able to exercise wise and far-sighted management and planning if he does not have an accurate and comprehensive understanding of all aspects of his enterprise.

Management reporting in "1C" configuration "ITAN: Management Balance" provides users with powerful tools for processing a large amount of a wide variety of data, the end result of which is the presentation of the necessary information in a generalized form, convenient for comparison and analysis, on the basis of which the right management decisions will be made .

"ITAN: Management balance"

The configuration of management reporting in 1C programs in practice has proven its effectiveness in generating a variety of management reporting in 1C, which is necessary for analyzing various aspects of the company's business activities. The reports created using the ITAN: Management Balance configuration are flexible and functional tools for collecting, summarizing and sorting the data contained in the enterprise information database.

Special advantage – flexible customization and interactivity

Each report is interactive: users can change its parameters at any time, rearrange it, create additional reports based on individual elements of an already prepared report.

All reports have a convenient and intuitive management mechanism that allows you to change the period of time for which you need to create a report, the level of detail, the form of data display, the list of indicators used, the grouping order, and much more. The user can change the default settings at any time, as they say, with a few mouse clicks. A particularly convenient feature is the ability to save individual settings in the infobase for the next session.

Management reporting "1C" in the configuration "ITAN: Management Balance", if necessary, can be summarized in sets according to the directions of the company's business activities.

Differences between management reports compiled in the "ITAN: Management Balance" configuration:

• information selection criteria;
• principles of data display;
• degree of detail.

Types of reports

Standard Reports

If it is necessary to analyze various areas of the company's business activities, as a rule, it is customary to use the same type of reports that display data management accounting. For example, in order to compare planned indicators and actual results obtained for a certain period of time in the areas of production, sales and purchases, the same type of Plan-Fact Analysis reports are used.

In regulated accounting: accounting, tax, international, a set of standard reports is used.

The built-in reporting decryption mechanism greatly facilitates the analysis of information. The function is available within a certain set of documents and allows you to quickly create a private report that reveals the origin of a particular indicator, or the primary document that became the source of the indicator.

Universal Reports

The "ITAN: Management Balance" configuration contains reports used to conduct a standardized analysis of certain areas of the company's business activities and sections of management accounting. The universal report is designed to display information about the turnover and indicators of a specific section.

Using universal charts, you can visually graphically compare indicators of varying degrees of detail. At the same time, the charts have a flexible setting that allows them to be presented in a circular, three-dimensional form or in the form of various histograms and graphs.

Report "Report to the manager"

This type of report is intended to periodically inform the company's management about the real situation. The report contains a summary of the status of the most important indicators of the core business areas of the enterprise. The data can be presented both in tabular and graphic form. There is a function to create charts comparing actual indicators with planned or similar indicators for past reporting periods.

The “Report to the Manager” is a visually presented operational analysis of various indicators of the company’s performance, including:

• by sales volume;
• on the implementation of the production plan;
• on the movement of financial flows in the context of expenditure items;
• on accounts payable and receivable, etc.

The list of indicators is displayed individually for each member of the company's management team.

Performance Monitor Report

This type of report is intended for the operational assessment of key business performance indicators by the company's management.

Benefits of Performance Monitor:

• the possibility of versatile display of all activities in one report;
• timely identification of deviations from the plan, points of growth and negative aspects;
• clarification of data;
• use of a set of performance indicators from the demobase;
• rapid development of new indicators;
• Possibility to customize different report options:
• by direction of activity;
• according to the areas of responsibility of top managers.

The report has a built-in mechanism that makes it easy to add additional performance metrics that your company needs.

The ITAN: Management Balance configuration demonstrates a high level of performance and calculation speed, providing reliable information storage and system scalability. The powerful tools of the program allow you to effectively solve the problems of implementing, maintaining and, if necessary, expanding the information structure.

Configuration Benefits

Modern architecture and full automation of management and regulated reporting "1C" allows you to save high performance systems even with significant loads - the simultaneous work of many users (up to 150 people) and the processing of large amounts of data (more than 300 thousand lines per hour). It is also possible to increase throughput by increasing the capacity of the equipment, which does not require additional costs to modify or change the software solution.

Organization territorially distributed systems- the use of autonomous decision mechanisms allows building solutions based on the configuration for holdings with subdivisions in the regions. This makes it possible to quickly manage the work of branches and effectively control them.

Use of web technologies - availability of support via the Internet and regular automatic updates.

Easy integration - the presence of data exchange mechanisms with already installed software solutions allows them to effectively interact with each other without the need for a fundamental change in other systems. Integration with many programs and equipment is possible through the use of an open standard and data transfer protocols.

Restriction of access rights - the ability to provide a specific user with only the information that he needs in his work. If necessary, you can also hide some data from certain employees. The mechanism works by assigning roles within the structure of the company.

Management reporting "1C" in the configuration "ITAN: Management Balance" provides ample opportunities for the implementation of operational, and most importantly, effective management of the company. The positive experience of using the configuration by domestic companies makes it possible to highly appreciate the management reporting tools used in it as a reliable, stable and multifunctional solution for a modern company.

Automation solution:

IMPLEMENTATION MONITOR

The ITAN company won the tender for the execution of works on the creation information system property management, consolidated management accounting and budgeting for the Voentorg group. The ITAN company won a tender to create an information system for property management, consolidated management accounting and

The company faced the task of automating management accounting and budgeting. To implement these tasks, the company's management decided to purchase the ITAN: Management Balance software product. Cooperation with MIR GAZ started in November 2014. The company faced the task of automating management accounting and budgeting. To achieve these goals, the leadership

ITAN specialists completed work on control automation in cash and translation accounting on the single base for the VIKIMART company. During the implementation project, the following work was performed: Terms of reference were written according to the rules for converting 4 databases "1C: Accounting

The implementation department of the ITAN company completed a project to implement and configure the "Budgeting" subsystem of the "ITAN: Management balance" configuration to automate budgeting PL and generate reports Plan-fact for "STS Eventim.Ru". implementation and configuration of the "Budgeting" subsystem of the "ITAN: Management Balance" configuration to automate budgeting PL and form

ITAN and Ginza Project begin work on the implementation of the ITAN: Management Balance program to increase efficiency financial management.The management of the holding "Ginza Project" decided to introduce integrated system budgeting, management accounting

Implementation automated system accounting and reporting in accordance with IFRS was carried out according to the methodology of a standard project. The project lasted 4 months, as a result, employees made reports for 2013 in a new program. The introduction of an automated accounting and reporting system in accordance with IFRS was carried out according to the methodology of a standard project. The project lasted 4 months, as a result, reporting for 2013 with

In 2011, we started cooperation with Edil-Import. The company was faced with the task of automating management accounting, in connection with which the ITAN: Management Balance software product was purchased. More In 2011, we began cooperation with the Edil-Import company. The company had the task of automating management accounting, in connection with which the software was purchased

IT department of "MC Raiffeisen Capital" start the process of transferring the company's existing "1C: Accounting 2.0" to "1C: Accounting 3.0". more IT Department of Raiffeisen Capital Management Company, start the process of transferring the company's existing 1C:Accounting 2.0 to 1C:Accounting 3.0. In this regard, in order to maintain the current IFRS accounting system based on ITAN: Management Balance, it also needed to be updated. But keep it

JSC “V.I.P. Service" has increased the efficiency of financial management at the enterprise by introducing modern technologies for automating management accounting based on software package "ITAN: Management Balance". The implementation was carried out by the Customer's own IT service, with the consulting support of ITAN specialists. Client: V.I.P. Service" / "V.I.P.

In October 2015, the management of NTZ Volkhov decided to introduce an automated system from ITAN. moreIn October 2015, the management of NTZ Volkhov decided to introduce an automated system from ITAN. The project as a whole was planned to be implemented in 6 months. In March 2016, NTZ Volkhov launched the second stage of the project: automation of consolidated reporting. As part of this stage, ITAN specialists will configure the

Specialists of "ITAN" company have completed work on the implementation and customization of the standard model "Data Consolidation" of the system "ITAN: Management Balance" and the standard model "Data Consolidation" for 11 information bases companies included in the banking group of CB "Energotransbank" (JSC). Specialists of the company "ITAN" completed the implementation and configuration of the standard model "Data Consolidation" of the system "ITAN: Management Balance" and the standard model "Data Consolidation" for 11 information databases of companies , entering

The Mirkon company previously worked on the ITAN: Wholesale Trade House 7.7 program, which in a complex automated operational and management accounting commercial enterprise. moreThe Mirkon company previously worked on the ITAN: Wholesale Trade House 7.7 program, which, in a complex, automated the operational and management

The Digimarket company acquired the ITAN: Management balance software product in 2008 in order to automate management accounting on 1C: Trade Management. Read moreThe company "Digimarket" acquired the software product ITAN: Management Balance in 2008 in order to automate management

ACCOR contacted us at the beginning of 2016. The main task was to automate the accounting and reporting system in accordance with IFRS. read moreACCOR contacted us at the beginning of 2016. The main task was to automate the accounting and reporting system in accordance with IFRS. The company's management decided to automate accounting in accordance with IFRS based on the ITAN: Management Balance configurations. The ITAN: Management Balance system improves accuracy and timeliness financial plans, budget

Project management Department company "ITAN" completed the first stage of setting up a management accounting system at the Nevsky Transformer Plant "Volkhov".

The implementation of an automated accounting and reporting system in accordance with IFRS will be carried out by ITAN specialists according to the standard project methodology based on the ITAN: Management Balance software product. Read moreCompany "PARTER.RU" turned to us on the recommendation of our customers. The company is faced with the task of automating accounting and reporting in accordance with IFRS. Implementation of an automated accounting and reporting system for

The ITAN company won the tender for the automation of the management accounting system in the Yellow, Black and White holding. Read more. ITAN Company won the tender for the automation of the management accounting system in the Yellow, Black and White holding. The management of Yellow, Black and White Group of Companies was looking for a solution on the market that could solve in short time following tasks: Load accounting data from current 1C systems. Implement complex meta

The ITAN project team completed a project to automate the generation of management reporting in retail network Girlfriend. The implementation project was carried out according to the standard project methodology and was completed in 4 months. As a result, the management reporting system based on ITAN: PROF Management Balance has passed trial operation, and allows you to quickly receive such reports as: OBDR, OBDDS, Report

The following functional blocks have been introduced within the framework of the project: Cash flow budgeting, Treasury, Approval of documents. Client: V.I.P. Service" / "V.I.P. Service" Project: Automation of cash management on the configuration "ITAN: Management balance" and "1C: Management

The ITAN company and the Baltis company signed an agreement on the implementation of management accounting based on 1C: Trade Management and ITAN: Management Balance. The main implementation work has been completed, the system is undergoing trial operation. "Baltis" is a Latvian canned food supplier and wholesaler.

The ITAN company has completed work on the development of the "Contract Management" subsystem for the tasks of "NPF Sberbank" for accounting business contracts.

In 2012, the Lendor company acquired the ITAN: Management Balance software product in order to automate the accounting and reporting system in accordance with IFRS. In 2012, the Lendor company acquired the ITAN: Management Balance software product in order to automate the system

The accounting department of the NPF of Sberbank turned to ITAN to solve the problems of generating a complex balance sheet “Calculation of own funds”. Read more. The accounting department of the NPF of Sberbank turned to ITAN to solve the problems of generating a complex balance sheet “Calculation of own funds”. To the report was

The ITAN company has begun work on the implementation of a standard management accounting model for the ITAN: Management Balance subsystem for the 1C: Trade Management 11.1 configuration at AMARE. The ITAN company has begun work on the implementation of a standard management accounting model for the ITAN: Management Balance subsystem "for the configuration" 1C: Management tor

ITAN specialists completed a project to automate the plan-fact analysis of revenue in the company "STS Eventim RU" based on the configuration "1C: Enterprise Accounting 2.0" RU" based on con

The ITAN company won the tender for "Automation of the treasury and the transfer of accounting to a single base", conducted by the company "VIKIMART". The accounting system is based on the configuration "1C: Integrated Automation", with the subsystem "ITAN: Managerial

NPFs of Sberbank use ITAN: Management Balance for budgeting, contract management and treasury purposes. The accounting service needed a tool to record the location of contracts. more details NPFs of Sberbank use ITAN: Management Balance for budgeting, contract management and treasury purposes. The accounting department needed a tool

The ITAN project team completed a project to automate budgeting for a complex economic planning model in the Podruzhka retail chain. The implementation project was carried out according to the standard project methodology and was completed in 6 months. As a result, the budgeting model has been tested and Podruzhka has formed a budget for 2013 in the new system. In the future, work is planned to introduce the subsystem "Cash management

The ITAN company and the BI Partner company have entered into a cooperation and partnership agreement. Within the framework of cooperation, the BI Partner company will promote the ITAN: Management Balance software product. At the moment, negotiations are underway on joint participation in projects for the automation of management accounting in several companies, based on software products.

The ITAN project department completed the development and implementation of the contract management system for the specifics of Terra Auri. In the process of settings, the following works were performed: The system "ITAN: Management Balance" in "1C: Accounting 3.0" of the Customer. The contract management model has been set up. Completion of accounting documents from contracts was completed. Accounting for primary documents under contracts is set up. Expanded accounting and planning analytics

ITAN specialists completed work on setting up a management accounting system for the specifics of Terra Auri. As part of the project, the following adjustments were made: The ITAN: Management Balance system into the Customer's 1C:Accounting 3.0. Set up a chart of accounts for management accounting. Management accounting analytics (6 features: CFU, CZ, Project, Article, Counterparty, Agreement) and the rules for filling it out have been set up. Compliance of accounts with RBSU and ex. accounting. set up

Subsidiary Liebherr Russland initiated a comprehensive project to automate financial management. The project will start with the formalization accounting policy according to IFRS. Currently, the group of companies includes ten industry divisions. The holding company of the Liebherr Group is Liebherr-International AG in Bulle (Switzerland), which is wholly owned by members of the Liebherr family.

The ITAN company has completed the implementation of the standard model according to IFRS of the ITAN: Management Balance subsystem in the QUEENGROUP company. The IFRS model has been installed in the working base "1C: Accounting 8", user training has been carried out, initial balances have been entered. QUEENGROUP is successful Russian company working in the field wholesale sales cars, transport services, car parts and accessories.

The ITAN company won the tender for the automation of the financial module in the Vipservice holding. The ITAN company won the tender for the automation of the financial module in the Vipservice holding. The following functional blocks will be introduced as part of the Financial Module project: Management accounting Budgeting

INTRODUCTION OF MANAGEMENT ACCOUNTING AND "ITAN: MANAGEMENT BALANCE" IN "SUMOTORI GK" Successfully completed independent implementation of the "ITAN: Management Balance" system in "SUMOTORI GK". The tasks of automating the financial accounting of Sumotori Group of Companies: Automation of the process of preparing individual and consolidated financial reporting on the basis

Implementation of an automated system Implementation will be carried out according to the methodology of a standard project, with a preliminary examination of the methodology for transforming RAS data into IFRS, and its subsequent description in the ITAN: Management Balance system. Synovate Comcon is part of the Ipsos international research network, one of the top three in the global market. Globally, Ipsos is present in 80 countries. In Russia Synovate Comcon and

The management of the company "Kholodilnik.ru" decided to introduce budgeting and cash management subsystems based on the "ITAN: Management Balance" system. Implementation will be carried out by Kholodilnik.ru specialists based on standard ITAN models. Kholodilnik.RU is a Russian online store specializing in the sale of all types of household appliances domestic and foreign production. project open

The ITAN company has completed work on setting up a management accounting system for the Museum company. The implementation project lasted two months, and as a result, a management accounting model was customized to the needs of the Customer. The ITAN company completed work on setting up a management accounting system for the Museum company. The implementation project lasted two months, and as a result, according to the needs of the Customer, we

"Ochakovsky plant of reinforced concrete products" introduces modern technologies for automation of management accounting on the basis of "ITAN: PROF Management Balance". The implementation is planned by our own IT department. The history of the Ochakovsky Concrete Concrete Plant began in 1990, when an independent enterprise was formed on the basis of workshop No. small firm, in the price list

The ITAN company completed a project on setting up financial accounting and reporting in accordance with IFRS in the branch of Alpen Pharma - Alpen Pharma Ukraine.

Omsan Logistic started cooperating with us in the middle of 2011. The main task was to automate the accounting and reporting system in accordance with IFRS.More detailsOmsan Logistic started cooperating with us in mid-2011. The main task was to automate the accounting and reporting system in accordance with IFRS. The company's management decided to automate IFRS based on the ITAN: Management Balance software product, using

As part of the ITAN financial management automation project, the first stage has been completed - automation of mutual settlements in management accounting. Further, it is planned to finalize operational accounting, comprehensive implementation of management accounting, budgeting and treasury. "Ali

ITAN specialists automated cash management in Aktion media group. As a result of the “Standard Project”, the following cash management business processes were automated: 1. Setting budget limits for the Central Federal District, budget items and projects; 2. Formation, budgetary control and electronic approval of applications for payments; 3. Formation of the register of payments; 4. Build

Specialists of the ITAN project team completed the project for the implementation of an automated budgeting system in the Podruzhka retail chain. Specialists of the ITAN project team completed the project for the implementation of an automated budgeting system in retail

NPF Sberbank has been fruitfully working with the ITAN: Management Balance system since 2013. Implemented and successfully used "ITAN: Management Balance" for the purposes of budgeting, contract management, treasury, accounting for the location of contracts. "NPF Sberbank" has been fruitfully working with the "ITAN: Management Balance" system since 2013. Implemented and successfully used "ITAN: Management Balance" for budget purposes

The ITAN company won the tender for the development and implementation of the corporate financial management information system in the Terra Auri Group of Companies. The purpose of creating and implementing an information system for corporate financial management is to automate the process

TEL improves the efficiency of financial management by using the ITAN: PROF management balance system. The implementation will be carried out by the IT department of TEL. Today, the TEL group has its own fiber optic network, which covers the whole of Moscow and the nearest suburbs, with a total length of over

The ITAN project team has completed work on automating budgeting in the Aktion media group. As a result of the project, the formation of income and expense budgets and cash flow was automated in the context of items, CFD and projects. The ITAN project team completed work on automating budgeting in the Aktion media group. As a result of the project, the formation of income and expenditure budgets and the movement of funds was automated.

Millhouse has already implemented a standard IFRS model for generating IFRS statements in USD. Millhouse has already implemented a standard IFRS model for generating IFRS statements in USD. Due to different IFRS from the regulated functional currency, discrepancies arose in the accounting for the application of the provisions of IFRS. To solve this problem

The ITAN project team completed the main work on the automation of management accounting in the Aktion media group. The next stage: the launch of management accounting in trial operation. Media group "Aktion" - leader Russian market specialized and professional periodicals. CJSC "Aktion-Media" and subsidiaries of the media group have long been publishing

The Ethan company has begun work on the implementation of a standard management accounting model for the ITAN: Management Balance subsystem for the 1C: Trade Management configuration in trading house"Red Triangle". Trading House "Red Triangle" offers a wide range of rubber-fabric conveyor belts (conveyor belt), as well as other rubber products (sleeves,

01/20/2016. Standard implementation of management accounting in "Maguros" More. Cooperation with the company "Maguros" began with the implementation of a test case by ITAN specialists according to the Customer's data. After the implementation of the test case, the management of the company "Maguros" made the final decision on the implementation of software "ITAN: Management Balance". The Maguros company will solve problems

ITAN specialists are implementing a standard management accounting model for the ITAN: Management Balance subsystem for the 1C: Trade Management 10.3 configuration at TelecomInvest. Specialists of the ITAN company began to carry out joint work with the Customer on the implementation of a standard model of management accounting for the ITAN: Management database subsystem.

The Etan company has completed the stage of trial operation of the automated cash management system at the Ostek Enterprise CJSC. The system has been transferred to commercial operation and functions stably. All cash flows are reflected in the system, regular input and approval of applications for payments is carried out. Forecasting payments and creating a payment calendar is carried out

"TatSotsBank" held a tender for the automation of the bank's treasury. The bank needed modern instrument on problem solving. More. "TatSotsBank" held a tender for the automation of the bank's treasury. The bank needed a modern tool for solving problems: Budgetary control of BDDS by limits. Formation and approval of applications for payments and their verification for limits. Building a payment calendar. Control

The ITAN company and the Regent holding are launching a joint project to automate management accounting, budgeting and cash management. The implementation will be carried out mainly by the IT department of the Regent holding with the participation of ITAN consultants for training and

In October 2015, the management of NTZ Volkhov decided to introduce an automated system from ITAN. Read more. The financial department of NTZ Volkhov has long considered the ITAN: Management Balance system as a good option problem solving

The ITAN company has completed the first stage of work on setting up a management accounting system and developing a property management unit for JSC Voentorg. The ITAN company has completed the first stage of work on setting up a management accounting system and developing a property management unit

General setup

General report settings are performed on the "Settings" panel, which specifies:

• The date the report was generated. The date option can be the standard "Start of this day", "Start of this week", etc. or arbitrary. Standard option date allows you to set "Days to the current date", "Consider weekends", which affect the date the report is generated.
• Default period settings: "Analysis Periodicity", "Previous Period Offset".
• Indicator settings: "Show indicators", "Selection by indicator value". The selection affects the displayed indicators - the report displays indicators corresponding to the established selection.

Structure setup

The structure setting is performed in the "Monitor structure setting" form, which opens when you click the "Structure settings" button from the "Settings" panel.

Report generation

To generate a report, click the "Generate" button. If any settings have been changed, the report must be regenerated.

For each indicator, the following is displayed: Current value, Value of the previous period, Change %, Change (abs).

For indicators that allow plan-actual, in addition to the main element, the following are optionally displayed: Plan, Percentage of completion, Deviation %, Deviation, abs.

Actions with the generated report

Printing the report directly to the printer, without previewing and without additional print settings ("Print" button on the command panel).





Comparison of two reports (for example, reports with the same settings, but for different periods, or comparison with a report generated earlier in another session with the program). For this you need:



• 
  

  generate the first report

  
  

  click the button "Actions with the generated report" and select the item "Save the generated report for comparison"

  
  

  generate the second report and select the item "Compare the generated report with the saved one" using the same button. Both reports will be shown in a separate window with the differences highlighted.

Report Options

It is possible to create and save report variants with different settings. To do this, after making all the necessary settings, click the "Save report variant" button and select one of the actions:

• 
  

  the name of the report is indicated

  
  

  performed it short description(if necessary for the convenience of users)

  
  

  determines the composition of other users for whom this version of the report will be displayed, as well as their right to change it while saving it (the "Edit" item of the context menu of the current line)

All saved options available to the current user will be displayed at the top of the report form in the options panel. The current (selected) report variant button has a context menu that matches the actions of the "Report variant settings" button.

To delete a report variant, press the "Open list of report variants" button in the command panel, highlight the required line with the cursor and select the "Delete" item of the context menu.