Modules & VBA :: Accounts Package - Emailing Reports As PDFs
Jul 19, 2013
I've created an accounts package for my business using access 2003 and I'm just thinking of some time saving features.
We need to email our invoices to our clients.
Normally we print out an invoice, scan it back into the computer, save as a PDF and attach to an email manually one by one.
My package can now print to PDF (saving one step), but what I would like is to be able to print to PDF and attach to a new email (with the email address coming from the customer table) and possibly attach more than one PDF to a single email.
I know you can use
Code:
DoCmd.SendObject acReport, stDocName
to send a report but I would like it as a PDF as my formatiing is lost using that code and we normally send PDFs to our clients.
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Sep 6, 2013
I'm making an accounts package.
I've got a query that shows all individual invoices with their total amounts. This works.
But now I'm trying to make graphs so I want show just total amounts combined by customer, for each customer.
So for example if I had 8 customers and they each had 10 invoices each my current query would be returning 80 records.
What I want is 8 records, once for each customer with the summed total for each customer so that I can then graph this.
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Feb 6, 2015
I have several reports that creates price sheets for all of my customers. It is a report with multiple subreports within, and I am trying to create a process to seperate them and export them all into [Customer Name].pdf. I have tried to scrap some code together from various forums, and it has been unsuccessful.
For example, one of the reports "rptPriceSheetQuarterly", has a field "txtCustomerName", that feeds the queries for the other subreports. I would like to create a new PDF when that field changes.
I understand I need some sort of looping code that will cut the report up dump them all into one folder, but I am totally out of my element here.
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Aug 31, 2014
I have a report that has a group sort and page break after each area. What I'd like to do is export each area as it's own individual PDF report (preferably as an automated process).
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Mar 11, 2014
we are moving from Access 2003 to 2013 using Windows 8.1 64bits. We used Leban's code and library to create and merge pdfs. C
Creating pdfs can be done with built-in functionality in Access 2013. But I can't find a way of merging pdfs. I've tried Leban's Dlls files but I am getting run-time error: "File not found:StrStorage.dll" do I need to do something extra to make Leban's code work on Windows 8 64bits ?
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Nov 16, 2013
I'm working on a project where I must send roughly a thousand individual reports to a thousand different email recipients with .pdf attachment.I know I'll need to add a table that designates the email address by SHIP_TO_CODE. Then create a form with the email subject, body, etc.. I don't neccessarily have to have the reports saved to a folder; I really just need them emailed to each account.
I was thinking I could modify the code some to accomplish my goal, but I'm not sure what to put. Maybe add a SendObject in there somewhere.CODE that I have now that saves the report to a folder. (I want to modify some to send email attachement instead)
''Module CODE:
Private Sub Form_Current()
Dim rst As DAO.Recordset
Set rst = CurrentDb.OpenRecordset("SELECT DISTINCT [SHIP_TO_CODE] FROM [qryWty&PendingData];", dbOpenSnapshot)
Do While Not rst.EOF
strRptFilter = "[SHIP_TO_CODE] = " & Chr(34) & rst![SHIP_TO_CODE] & Chr(34)
DoCmd.OutputTo acOutputReport, "rptDraft", acFormatPDF, "C:UsersmrutherfordDesktopASC Daily Reports" & "" & rst![SHIP_TO_CODE] & ".pdf"
[code]....
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Aug 19, 2015
I have a sales report that I generate each week based on a query, which relies on the input from a combo box on a form. This works great - but I have select each salesperson, one at a time and run their reports separately.
I'd like to have some code that will run through each person on the list, generate their report, create the PDF, and email (or save) the file.From my initial research, it appears I will need to utilize a List Box (vs a combo box), so I can select multiple salespersons for the report.
I've found a few examples of code to use...but a little lost on how to implement. I create a new form with a list box that queries the property table for the list. I then added a button to execute the code, and attempted to add this (with my control and reports names substituted). Getting all sorts of errors -- so not sure I'm on the correct path.
'Posted by ADezii 5.23.2009 on bytes.com
'Modified by Gina Whipp 11.4.2009 to OutputTo Multiple Files
'Tested in Access 2003 with a Combo Box
Dim intCounter As Integer
Dim cboCode As ComboBox
Set cboCode = Me![ YourControl ]
'If Your Data Type is Numeric use this section
[code]...
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May 11, 2015
I have a report , which i print every month and it consist of of more than 500 pages. This report is based on a Query called L_Inv2. i want to filter and loop this report based on the filed AccountReference with in the query. And save as PDF for individual accounts.
i have also created another query based on the L_Inv2, Called L_Inv4 which only got the record of account numbers as a AccountReference
i am trying to use below code but some how this is not working.
Code:
Private Sub Command43_Click()
Dim db As DAO.Database
Dim rs As DAO.Recordset
[Code]....
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Nov 6, 2013
I know it's a long shot, but, in A2010 I'm trying to convert a series of Word doc files into pdf, BUT then assemble them into one large PDF. It's for a sort of archiving system.
way I can do this, preferably just using the PDF capabilities within Access and without purchasing any Adobe Pro software.
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Jul 11, 2013
Am using below code for generating set of pdf files in a desired folder..similarly I have another code, which generates another set of pdf file in another folder.. Count and Filename is identical in both the folders and I need to merge the file names with identical names together....separate binder file would also work..
Private Sub Command14_Click()
Dim strDefaultPrinter As String
strDefaultPrinter = Application.Printer.DeviceName
Set Application.Printer = Application.Printers("Adobe PDF")
[code]....
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Jun 15, 2006
hi!
I'm a student It's just my first time to program in MS access and my project requires to automatically send email reports from MS Access...how can i do it??
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Jul 5, 2013
I have a spread sheet which on a per line basis contains columns whose cells contain the path to a file. It looks as if many of the files are tif, pdf, word and excel etc, so multiple file types.
Writing a routine which would take each row and then for each line of file paths turn them into one multi-page document - pdf or something?
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Oct 25, 2013
I run a end of day report of daily sales by territory in NA. Currently I run a query to list the territories with sales then run a report for each territory listed showing their unique sales.I would like to create a macro that reviews the list of territories and then emails the report for each territory.Each territory has a macro with the report and email address loaded I just need something to execute the list.It is important that a report is not sent to territories with zero sales so just sending a report to everyone will not work.
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Aug 13, 2013
I'm looking to use the shell function to dynamically call different pdfs that are in a directory. However I'm getting run time error 5 "Invalid procedure or call argument".
Here is the code (very basic I know)..
Private Sub Liste_Documentation_DblClick(Cancel As Integer)
Dim PathName As String
PathName = Me.Liste_Documentation.Column(2)
' Debug.Print PathName
Shell PathName
End Sub
A typical filepath name is as follows..
S:VenteVendeursMarcCRMDOCSDiligences KYC - LABFT - V 2013 04 23.pdf
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Aug 30, 2013
I have many reports that are structured differently, many are grouped by semester.
What I do now, is put a button on each grouping of the report I want to email from and use the current semester (Sem) which is also a query parameter to filter the report.
Here is my current code which works fine:
Sub EmailFromReport(rpt As Report, Optional Sem As Variant)
Dim db As Database
Dim qry As QueryDef
Dim rs As Recordset
Dim Bcc As String
Dim Subject As String
Set db = CurrentDb
Set qry = CurrentDb.QueryDefs(rpt.RecordSource)
'set query parameters
[code]....
The problem is, I need to be able to filter these queries on other criteria besides the semester.
My first idea was to use if statements to skip the records I don't want. This is messy and the report structures are different so I run into issues when using optional parameters because not all the reports are structured the same.
The best solution I have come up with so far is using a wherefilter parameter, stripping the semi colon off the querydef sql and surrounding the sql with a qrydef.SQL = "SELECT Email1, Email2 FROM (" qrydef.SQL ") WHERE " & wherefilter.
The problem is this, changes the original query, and I can't figure out how to copy a query with db.CreateQueryDef If i do db.CreateQueryDef("tempqry",qrydefSQL), I lose the query parameters.
Is there a better way to do this? If this is the best way, how do you take an existing query and make a copy of it?
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Aug 5, 2013
How do I change the account from which to send the email if I have multiple accounts, or can I?
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Nov 12, 2014
I have a database that is strictly for generating and printing work orders. Our supervisors use it to print new work orders on the fly. normally that is fine. I have the Vb to print that specific work order
what I need to create is a VB that would allow other people to create a work order that would email it to the those supervisors. email addresses will always be the same. I just dont want to send the entire report.
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Aug 7, 2015
My database is stores information about students such as name, student number, programme, email, etc. I have a STUDENT form with this information visible.
I also have a another table and MARKS sub form that contains the details of courses completed by the student and results. I have placed the sub form in the STUDENT form and can see each student's details and a list of their courses.
I want to be able to send this information to the relevant student via email. The student should only receive his information and no one else's.
Can this be done? Do I need to create a report first? Should I be using WORD to produce the emails?
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Jul 20, 2015
I have a large report that generates information specific to a large list of contacts. I would like to email each contact a .pdf of their part of the report. If possible, I'd like access to run a loop and do this in one button click. I'm not even sure to begin with this.
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Aug 29, 2014
I am trying to automate the process of sending a query result via email.
I have code that will export a query as an excel document, using DoCmd.SendObject, but it has the name of the query.
DoCmd.SendObject acSendQuery, "Dailyrpt", acFormatXLSX, email.address, , , "Daily Report", "This is today's report", -1, False (email.address would actually be the email address it is being sent to.)
I also have code that will export the query to excel and save it as a file, using DoCmd.OutputTo, where I was able to name it something meaningful to the end user, and include the date.
DoCmd.OutputTo acOutputQuery, "Dailyrpt", acFormatXLSX, "Z:FolderComplete as of " & Format(Date, "yyyymmdd") & ".xlsx"
Dim Foldername As String
Foldername = "Z:FolderComplete as of " & Format(Date, "yyyymmdd") & ".xlsx"
Shell "C:Program Files (x86)Microsoft OfficeOffice14EXCEL.exe """ & Foldername & "", vbNormalFocus
Is there a way to either send the saved (renamed) file or to include the current date as part of the SendObject command?
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Oct 22, 2014
I have a database with my staff in. If they are car drivers I take not of their Insurance and MOT renewal dates. I have built a query that gives me a reminder date ten days before and 5 days after the renewal. I also have an email function that emails my administrators the dates of these. Is there a way of getting the database to email specifically on those dates. I.e. a reminder 10 days before and a check 5 days after?
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Jul 18, 2013
i am very new to access, but i can code in excel well.what i really want to do is no how to automatically email a report, query or table. I also would like to be able to export the above three to excel as well. I have worked my way up a little bit but my hair is falling out with how hard this is to achieve. I have come up with the following so far:
Code:
Dim outputFileName As String
Dim oXL As Object
Dim oExcel As Object
Dim sFullPath As String
Dim sPath As String
[code]...
The above code works a bit, but it only allows me to export tables (dont know how to modify it). It also doesnt open the table in excel properly, it opens excel, but the table doesnt open. I have to go to the location and manually open it.
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Jan 10, 2014
I would like to have my macro/vba send an email based on the results of two tables, or if both tables are null, i'd like the email to state that.
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Jul 24, 2013
I'm trying to figure out why I can email a report as a PDF, but not save it as a PDF using the code below? When I save, I get the dreaded error 2501.
The searching I did for this said to uninstall and reinstall printers (I've done that - seems to have no effect), or took issue with filtering the report with a where clause (but if that was an issue, why does it email a PDF just fine?).I'd just like to be able to save a report as a PDF to a specified location.
CB
Developing in: Access 2010; Win7
For use in a mixed 2007/2010 XP/7 environment
Code:
Private Sub EmailDietCardBtn_Click()
On Error GoTo MyErrorHandler
Me.Refresh
Dim stReport As String
Dim stWhere As String
Dim stSubject As String
Dim stEmailMessage As String
Dim stCaption As String
Dim myPath As String
[code]...
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Jul 2, 2015
I have built a simple database (by no means complete) but I am after adding some further code into it. Basically on the form [FrmMain] I have a button that allows me to send a document to a relevant CSU contact. It finds the file name based on the info in the table TblResident. What I want to do is open the word document before sending and add a password to it using vba.
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Apr 21, 2015
I need to create a word file (it needs to be word) based on template (not a very complicated template) max 1 to 1 and 1/2 pages long.
the word doc needs to be named from the recordset but for now assume 12345.doc and the next one will be 12346.doc etc (I have a unique number system - available from tables /query .
i can either make the word doc in code or use a template (template would be better) recordset could have 20-30 in it each time i run it - but to be run every week
second half is how to email this out. i had in mind a email system
email to . test@testhotmail.xyz
file attach = this folder where the docs are store and attach 12345
in a loop
so either
create word file - email word file in a loop each time or create all the word files and then send them individual
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