Monthly Reports
Nov 26, 2007
I am having issues trying to run a query. What we have is a private club that keeps track of its members with an access 2007 database. What we need to do is to be able to print out new members monthly for a state audit. The way it is setup now, our members reports prints all of the members since day one. For example, we have a state audit coming up next month for November and we would only like to print out members that have joined during the month of November, but our report is printing out all of the members since we started in August.
We do have a date joined query. The fields we would like to print are: Date Joined, Member ID, FName, LName, City, State
Any help would be greatly appreciated, thank you.
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Nov 1, 2007
Hi all,
I need to create a MONTHLY report and I need help, please!
I created 2 combo box on the main form. The first combo box for the month drop-down list of Jan, Feb, Mar, ..., Dec. The second combo box for the year 2005, 2006, 2007, etc...
On the report underlying data source table, it has the Invoice Date field mm/dd/yyyy (for example: 11/01/2007)
I would like to select to view the report for the invoice of the month of October, 2007. How do I do that if I choose Oct and 2007 on the 2 combo boxes and click the command button View report to pick up the report for only Invoice Date during October 2007.
Please help. Thanks so much!!
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Sep 3, 2004
Hi,
I'm trying to create a pop up form that asks userto select months for a report to preview. I've writtent he query and done the report. I can do the command button to get the selectmonth form to pop up, but not sure how I pass the selected months into query for the reports. Any tutorials on this or can someone help. I've been looking around but nothing quite fits. Quite new VB also, but have a good understanding programming generally.
Thanks.
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Jun 1, 2013
I've got a simple invoice database with 10 amount fields, that needs to be summed up intoa Total including Gst box on a monthly report.
Report only has Date, Invoice Number And Total Amount fields on it, so I need to pull the information from table and sum it into Total Amount.
ie. = sum ( t1 +t2 + t3 + t4 + t5 + t6 + t7 + t8 + t9 + t10)
and sum above divided by 10% then added together to form total.
I'm just not sure how to do it, everything I've tried so far ain't worked.
Every example I've looked at is only doing maths with 1 field.
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Sep 9, 2013
I'm creating an accounts package..I've used access chart wizard to create a chart that shows total gross income per month.This displays correctly but the months start at January and end in December. It would be more useful if the months could start and end for the financial year. The syntax generated by access for the current implementation is:
Code:
SELECT (Format([DatePaid],"MMM 'YY")),Sum([TotalPaid]) AS [SumOfTotalPaid] FROM [Q_AllCust_Gross] GROUP BY (Year([DatePaid])*12 + Month([DatePaid])-1),(Format([DatePaid],"MMM 'YY"));
How do I edit this to make say September my start date?
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Mar 10, 2015
how to create the report monthly,year and weekly using access 2007?
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Apr 22, 2015
I have a query for loan calculation, fields are;
Loanamount
loandate
monthlyinstalment
what i want is that query to start subtracting lmonthlyinstalment from loanamount on monthly basis
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May 27, 2012
I receive monthly project tracking reports and I'm looking to compare a few things between these monthly updates. I should add I'm new to Access and have been using Excel and dual monitors to manually compare data sets!!! My life might be getting a LOT easier.
Here's what I'm tracking:
I get monthly excel reports that have unique values from a "Project ID"each "Project ID" stays the same every month, but the project status changes from "Installed", "Commitment", "Pre-Commitment", etcSometimes new projects are addedSometimes old projects disappear from the reportA few other columns have numerical data that changes every month as well "Project Cost", "$ Incentive", etc.
Here's what I'm trying to automate:
Find out what Project IDs are newFind out if old Project IDs are missing from the new reportSomehow "flag" or identify projects that have status changesSomehow "flag" or identify which numerical values increased or decreased i.e. "Project Cost", "$ Incentive", etc
Do I create two tables? Do I append the new monthly report to the old one when I import my data, then somehow work with the new information?
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Jul 7, 2014
I have a report that counts the number of monthly calls. What I would like is an average of the monthly calls in the report footer.
My total for a particular month is =Count([Date]) and I named the unbound control MonthlyTotal.
This is in the DateFooter section of the report.
I then put an unbound control in the report footer and used the expression = Avg([MonthlyTotal]).
Of course when I changed from design view to report view, it asked me for an input of [MonthlyTotal].
I then tried =Avg([Reports]![qryLetterWritersbyDate]![MonthlyTotal]) and while it didn't ask me for an input, there was nothing in the ubound control in the report footer.
I have search for an answer, but all I find is using a query. Is what I am attempting to do possible? If so, how?
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May 10, 2005
ok i think i know what i need (searching the forums gave me the idea)
i have query that generates a report, i need this report to be flitered monthly
is it possible to have afield where i enter the month so when i press the monthly report button it just prints any entries in that month
please can someone oint me in the right direction.
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Jun 28, 2006
Hi, I have Three tables
the first is a ContractTable
the second is a Monthly Invoice Details Table
and the third is a Detailed Payments table
Contract 1 -> Many Monthly Invoice 1 -> Many Detailed Payments
what I would like to do is ensure that there arent any duplicated Months for a Contract in the Monthly Invoice table
in other words For Contract 00023 I NEVER want it to have more than one invoice record for the month of JUNE 2006....
It may be easy but it has me all tied up, please assist.
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Jan 13, 2006
I will try to explain my problem as best i can and would appreciate any thoughts other people have on it, it is surely similar in some degree to someone elses previous work!
I need to produce management information on a monthly basis, one example of this type of work are an employees one to ones.
table121 contains following fields, ID scheduledDate CompletedDate Completed(yes/no)
My report/query needs to group records by the month (which i do through formatting date fields to display mm/yy), count the number of scheduled one2ones, count the number of completed one2ones, display a %.
I have played around and got this to work using querys with grouping and sums.
My problem is if the schedule date and the completed date are in different months then all of the statistics become out of sync, particualy when there are more appraisals taking place than scheduled.
Any ideas?
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Mar 16, 2005
I am Trying To calculate Costs for a particular month how do i do this when taking into account that the months obviously hae different lenghts? I have the overall week cost but how do i do it for the month?
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Aug 2, 2006
I am trying to create an inventory which list sales by month. I have created a crosstab query from the detail history table which works fine except I would like a record for each month whether there was sales or not. So on the report I would have all 12 months for each item with the months with no sales displaying zero.
Any suggestions?
Valerie
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Feb 21, 2008
HI THERE!
I'm having troubles creating a query that will be able to view/print out the current records in the next month.
For example:
From today's date (21/02/08), I want to print out a report of all the confirmed court cases from today until the next month.
And I could have an option of all the dates of specific months.
Is this possible?
Thanks guys.
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Jun 8, 2005
Every month for my construction company, I receive a pay application that consists of the following:
1) about 100 "Line Items" (each one being a different type of work performed)
2) a Subcontractor associated with each line item (a line item may have only 1 Sub, but a Sub may be listed multiple times for different line items)
3) Amount of work performed (in $$) on that line item by that particular Sub during that pay period.
My boss wants a db to track all of this info. She thinks the best way would to create a new table for each Pay Application, every month. Basically, we would be starting from scratch every month with a blank table. But, I think it would work better if the months were linked to each other in some way.
I could have a field called "Pay_App" and enter 1 or 2, etc. on every row for every line item every month. But, then each month, I would be entering a 1 (or whatever the month is) for every single line item and that seems stupid. I want to be able to pull up the entire pay schedule for a particular Sub (all of his payments throughout the entire job). Is there a way to link the different pay application tables once the data has been entered? Or is there an easier way to do this? I would appreciate any help that can be provided. Thanks.
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Sep 21, 2007
I have stuck in something and i hope someone will help me with this: I have created a DB which shows all the students of a musical school. Each student pays a monthly fee (sep-june, 10 payments per year). I dont want to create all these columns in my main table beacause it will be too crowded. The only thing I can think of is to create 10 different tables one for each month but i think it won't work well when I want to see how much a specific student pays.. any ideas? the information for each month that i want to have is the student first and last name, date of payment, level, fees amount and money paid (and perhaps month name..).
Thank you in advance guys!
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Sep 23, 2007
I hope I can convey what I am trying to figure out. I am at a loss right now. I have a form where I input personnel information. One of the fields is for how many months experience they have with the program. What i would like is for this record to update itself every month. for example, if they initially had 2 months experience, I would enter 2. Every month therafter, that number with change to 3, 4, 5...etc. Not everyone comes to our section with the same experience, so most will have a different starting number.
This information would be seen on the personnel form, and in a report to show experience levels. Other than those two, it is not called upon.
Any suggestions would be so helpful!
Thank You!!
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May 31, 2006
Hi,
I'm trying to create an expression that will calculate cumulative monthly totals but my expression seems to only calculate totals for all months
e.g
MonthDirect DespatchesCum Direct Despatches
2006/031580 21867
2006/0410681 21867
2006/059606 21867
The expression I’m using is
Cum Direct Despatches: (Select Sum([Direct Despatches]) from QRY_DirectDespatches_ByMonth_ByModel)
The query should display the following results -
MonthDirect DespatchesCum Direct Despatches
2006/031580 1580
2006/0410681 12261
2006/059606 21867
I'm using Access 2002 on XP.
Can anyone please advise me where i'm going wrong?!
Thanks in advance for the response
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Jul 31, 2006
I have attatched a word document showing values and what I need. I want to create queries (monthly, quarterly, semi-anually, yearly). I am working with the monthly right now and if I can figure that out I am assuming I will be able to figure the others out the same way. For the monthly report I want to divide the quarterly amounts by 3, semi yearly amounts by 6, and yearly amounts by 12. Then I want their respective values to appear in the monthly statement. How do I do this?
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Jul 27, 2007
Hi guys,
Can someone please tell me if there is any way to create a query that gives me ... lets say a sum of smth monthly.
I'd like to create a crosstab query to have at
rows : names
columns : months
values : sum of smth (kilometers for drivers)
Thankyou in advance
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Jan 8, 2008
Hello;
I'm curious if this is possible:
I have a table set up with a list of items followed by a column for each month's quota that I manually update. I run a query from my production table and quota table that will list all my products I have a quota on followed by how many of each were produced in that particular month. In the query I point to the quota table's current month and the data from the production table is pulled by the following:
Produced: Sum(IIf([production]![status]=4 And [production]![fix date] Between #01-Jan-08# And #31-Jan-08#,1,0))
How can I write this same information to pull only Jan08 information without using the "Between #X# and #X#"?
In the same way, I would need to point to Jan08, Feb08, etc.. columns in my quota table automatically.
Any help would be GREATLY appriciated
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Oct 27, 2004
Hi all - I have an append query all set up and running but I can't figure out how to run it on a monthly basis. Could someone help me with the SQL to run the query on the 15th of every month at 7:00am? Thanks loads.
Dan
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Jun 2, 2007
I have a database that is like storage unit business. It gives you a fee once you select which unit you take for rent. When the balance is paid off, and new Month comes around i want the database to create a new balance on the table, how would i be able to do this?
I know that i can do it in two ways as i was told but i dont know how and where to start. I create some of it but i dont know what to include in the appended query etc.
i was told that In Access Help, look for COMMAND LINE OPTIONS and you will find -X macro, which is a way you can run a given macro from a command line.
"Create an append query that adds a $40 charge to every open account. Put this query to run in a macro. Create a separate icon that is private to you so that only you know where it is. Edit the icon properties to launch access on that database file with the -x macroname appended. Now use Windows Task Scheduler to launch the icon at a specific time of day on the 10th of each month. Don't forget that the macro has to end with a QUIT action."
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Feb 28, 2015
On the below data i am trying to get average monthly BALANCE, based on the following query ....but i only getting all records with actual balance and not month wise average balance of the customers......
-----------------------------------
SELECT [customer profit].[Customer Number], AVG ([customer profit].[VAL_BAL]) AS average, Month ([customer profit].[Balance Date])
FROM [customer profit]
GROUP BY [customer profit].[customer Number], [customer profit].[VAL_BAL], [customer profit].[Balance Date];
[Code] .....
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May 31, 2007
Hello,
I have a database for rental units and i have two problems that i cannot solve. I have a table with 4 different options of units with different prices. what i would like to do is for the first time customers there is 1 time fee, how would i be able to charge them only 1 time and no charge after that.
My second question would be i have a payment form also and lets say a person joined today and has to pay 40 for monthly rental and 20$(the 1 time payments) which comes to 60$, and the person pays it in full so the balance is 0$, how would i set it up that a month from now, the 0$ will turn again to 40$ so the person has to pay again?
And also would i be able to set up a late charge if they dont pay on the day that they are supposed to?
Thanks for all the help....
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