Placing A Report Filter At Startup Of A Report?

Jul 25, 2013

The company I work for has branches in multiple states and we use Access to organize all their tax requirements. We print out reports for every month, and my company would like to create a pop-up window that will let us filter the report when it starts up so that it automatically shows only the dates that we wish it to. How do I create a filter that pops-up when the report starts?

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Placing User-Defined Search Parameters In Report Header

Apr 11, 2014

I created a Access 2010 database query to allow a user to search a list of orders between 2 dates, and I created a form for them to use for this search.

Then I created a report for the search results to land on. What I want to do is have the 2 dates that the user provided be displayed in the header of the report.

I created a new Text Box and placed it in the header. In place of the "Unbound" filler that was there, I placed

"=[Forms]![frm_DateRange]![txtStart]".

I used the following steps to do this:

Clicked on the Text Box controlPressed the "Property Sheet" buttonSelected the "Data" TabPressed the "..." button next to the "Control Source EntryThe "Expression Builder" came upDouble-clicked on the database name in the "Expression Elements" windowDouble-clicked on "Forms", then double-clicked on "All Forms"Selected the rpt_DateRange" formSelected "txtStart" from the "Expression Categories" window.I did not select anything in the "Expression Values" window.

When I go to "Report View", and see the Text Box I added, but inside it, it just says "#Name?"

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Filter A Report USING A Forms Filter Results

Oct 25, 2006

I am using MS Acess2000 and need to make a report that will be passed around with production work. My primary key is the invoice number of the work order. Currently to open an invoice i have a macro, attached to a query with the following qualifiers; Like [Enter invoice]

This pulls up the current record fine.
for the form and flags the folloing in the property filter sectin of the form

(((([CustomerTableMasterRef].[Invoice]) Like [Enter invoice])))

PART 2

Now I am trying to use microsofts how to filter a report using a forms filter...
This picks up on the Invoice query as shown above but does not just insert the query results...

Is there better code or another way to approach this... Currently i am using:

Name:cmdOpenReport
Caption: Open Report
OnClick: [Event Procedure]

Private Sub CmdOpenReport_Click()
If Me.Filter = "" Then
MsgBox "Open an Invoice First"
Else
DoCmd.OpenReport "rptCustomers", acViewPreview, , Me.Filter
End If
End Sub

Using this code not only does my report not detect the correct fields to import data (no data is filled in) but it requerys the invoice or atleast should, which I could do with out all of that code...

Where should i go from here?

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Show Filter In Report From QBF

Dec 13, 2004

Hi there,

I have a QBF, and when user inputs the search criteria and clicks on print button, a report prints out based on that search criteria. I would like that report to include the search criteria as well. How can I do that?

I am not so good in Access, so please be as much specific as one can get, when suggesting a solution.

Thank you so much.

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Report Filter From Dropdown Box...

Aug 19, 2004

I'm a new user with access and I'm trying to build a "Status" report based on criteria within the database.
I've setup a form where the user would choose which "Status" they want to print on the report but in all my reading
(two days worth) I can't figure out how I should accomplish this task.

I'm attaching the database and the form is "frmStatusReport". If someone could take a look at it and give me an
idea of the best possible solution, it would be greatly appreciated.

Maybe someday I can pass my knowledge on to another newbie...

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Re-Filter Report Within Form?

Apr 1, 2013

what i have is a form with a report inside of it (i just drug it in and dropped it). the report filters off of a field in the form. So upon opening the form, the report filters correctly. however as i browse through the form records, the report doesn't update. i can't figure out how to get it to update with the form its on. i've tried report.requery in the form_current area but it doesn't seem to re-apply the filter.

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How To Apply The Same Filter Used By A Form To A Report

Mar 12, 2005

Hi!

I have a continuos form (list of records) with a tool bar with "filter by form buton". This buton allow to users filter the list of records showed by the form by diferent field criterias.

After applied a filter I need a buton in the tool bar to print the filtered records on a report with a specific design: logo company, header, footer, etc.

I don't know how to apply the same filter used by the form to a report. Notice the filter by form continuos change depending the user.

I have not too much experiencie in programming. So I appreciate in advance any help.

Thanks.

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Form Filter / Report Interactive

Apr 3, 2005

Please see the attached. I am receiving a fatal error when I attempt filtering my report. It reads "Data Type Mismatch". Can someone take a look at this and tell me what I need to do to make this work ???

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Using An Integer From A Subform To Filter A Report.

Aug 17, 2006

THis has to be an easy issue.

I have a subform that in the on curren event i passes the ClassId out to my main for in an unbound text box

Forms![Student]![ClassID] = Me![ClassID]

I know this part works

I then have a command button that should pass ClassID to a report so that it can be filtered. Here is the on_click code

Private Sub cmdReprintAccom_Click()
On Error GoTo Err_cmdReprintAccom_Click

Dim stDocName As String
Dim strReptCriteria As String

strReptCriteria = ClassID
stDocName = "Forms - Accomodations"
DoCmd.OpenReport stDocName, acViewPreview, , _
"[ClassID] = '" & strReptCriteria & "'"

My problem is that I keep getting a type mismatch error. I know that it is because CLassID is a number and it is getting passed as a string i just can't figure out the syntax to the highlighted code.

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Filter Report By Form Not Working

Nov 4, 2006

I have a report "Work Order Details" that that is based on a query and opens along with a form that is used to set filters. Based on samples I have looked at and reading, I cannot figure out what is missing. When I select my item form one of 5 unbound combo box 's and click the "Set filter" button, it brings up a paramter box?? If I cancel out the box, I still don't get a result. Just for the heck of it, I filled in a name in the paramter box, still no luck. The report property has "Filter On" as YES. The close button, clear button, and drops downs operate perfectly.

Here is the On Click Event info from my "set filter" button:

Private Sub Command28_Click()

Dim strSQL As String, intCounter As Integer
'Build SQL String
For intCounter = 1 To 5
If Me("Filter" & intCounter) <> "" Then
strSQL = strSQL & "[" & Me("Filter" & intCounter).Tag & "] " & " = " & Chr(34) & Me("Filter" & intCounter) & Chr(34) & " And "
End If
Next

If strSQL <> "" Then
'Strip Last " And "
strSQL = left(strSQL, (Len(strSQL) - 5))
'Set the Filter property
Reports![Work Order Details].Filter = strSQL
Reports![Work Order Details].FilterOn = True
End If

End Sub

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Report Date Filter Problem

Feb 16, 2005

Hello All
I have been having problems with the filter that I created for a report. I created a form that filters the form by a date and the name of the class. The code looks like this:

If Me("Filter1") <> "" Then
strSQL = strSQL & "[" & Me("Filter1").Tag & "] " & " = " & Me("Filter1") & " And "
ElseIf Me("Filter2") <> "" Then
strSQL = strSQL & "[" & Me("Filter2").Tag & "] " & " = " & "#" & Me("Filter2") & "#" & "And """
End If

The problem that I am having is that this works fine on my computer at home but when I try it on another computer i get error messages for the date or the report appears empty showing me that there are no classes on the specified day that I have chosen. I have no idea why on some computers the date filter works an on others it doest. I could possibly be a problem with the date format on each computer and if this is the case how do I get around this problem. Thanks in adavance for your help.
Amr

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Filter Data To Compile A Report???

Jul 3, 2007

every month i compile a Customer Spend Report for my sales manager.

I currently do this by:

1) Taking my database into table view.
2) Setting the date to Asend.
3) Then copy all jobs from the first day of the month to the last day
eg: June 1st - 29th.
4) Copy the data
5) paste into excel
6) Set auto filter on excel
7) Copy & Paste each customers spend to an individual sheet.

This is very painful! Esp when i know that since all the data i need is in the database and there is a way to get my DB to do this for me.

I have created a query to pull the data out of the database.
Then made a report using the query as the "location of data"

Right i have the report now pulling out the data and showin how i want it.

It shows the groupin of jobs by "Customer Name"

I now want to set a filter to it so that i can tell it to give me the report for all customers for just one month.

EG: June 07.

That way i wil have the data shown as:

Customer:
Month: June07
Cost For Doin Job:
Total Charge Out:
Profit:

How do i do this??? I know it has to be done within the query but i cant work out how to set it.

If any one can help that would b great!!!

thanks in advance!
gary

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Reports :: Filter A Report Not Query

Jun 27, 2014

I have a report based on a query.There is a field in my personnel table and the query: [Field] with values from my lookup table and has three choices:

1-Inspections
2-Administrative
3-Safety..

I have a report and would like to filter based on [Field].I can filter by putting [Field]=Inspection on the Filter On Load, then typing 1 into the parameter box. And it works.I cannot however choose more than one of the three choices and I have to type the number in. Fine for me but it won't be for other users.it is used for more than one report. I would also like to avoid having seperate queries for all these reports.In other words, I would like to filter the report, not the query.

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General :: How To Filter Report Using List Box

Sep 12, 2014

I have a query based report Linked to a form. That is, in my form, i have a combo box. Selecting this combo box pulls out a certain field values in list box in the same form. (Cascading Combo/ List Boxes).

So after i select a certain value in combo box, it shows a certain field values in the list box. Now, i want to open a report and view only the records that has the selected combo box and list box values.

Note: I have seen a guy made an access report based on a query. He made a form with a combo box and a list box.

The report is based on the combo box value selected by the user. Once, the user selected a value in the combo box, the list box updates automatically. ( I have done till here successfully). Then he used a toggle button on the same form.

This toggle button opens the report with the combo box value as the criteria but filters the report based on the field value in the list box.

How to place a toggle button with a filter command to open a query based report?

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Reports :: Filter Report Results With VBA?

Jun 7, 2013

I have a report containing all the fields from my "main table". I want to create buttons on a from that will filter information from the report. For instance, I have a field titled "Priority". I want to create a button that will filter the report to only show records with a "Level 1" priority. Is there anyway I can do this using VBA?

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Modules & VBA :: How To Filter A Report Using A Check Box

May 2, 2014

I'm trying to figure out how to filter a report using a check box.

I have created a form, which if you push an industry labled button on that form it will show you the report with what work was done for that industry.

Now I'm trying to modify it so that I have a group of check boxes; each check box being a different office location the company has.

What I want to make happen is if say out of office A. B. C. and D., A. and D. are checked and I hit the button of a specific industry it will bring me up a report of office A. and D. Combined for that industry.

From what I've figured I can create a bunch of reports of all the different possiblities and link those to that senerio, but that seems tedious and ridiculous.

Is there a way I can code VBA to do this for me? Or am I going to have to go through the proccess of creating a bunch of different querries and reports beyond what I have now to pull up an industry.

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Reports :: How To Filter Report Using 3 Criteria

Jan 18, 2015

I have following table, forms and reports in my access database:

Tables:
1- maintbl
Query:
1- mainquery based on maintbl
Forms:
1- Input or mainform based on mainquery
2- unbound form: to Filter report
Report:
1-mainreport based on mainquery

Objective:

I want to filter report on followings:
Name(Text)
Month(Text)
Year (Number)

I have 3 combo boxes on ubound form and want to filter report based on three above mentioned criterias.

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Reports :: Filter Report Yearly

Aug 17, 2015

I made a report that show a list of data where there is a date. It sorts the report by year then by month.I collects the information about the date from a field in a table where the whole date is inserted (example28.12.2014. (date/month/year)).What I want is to make a combobox or a listbox where you would chose a year you want it to show you the report for and a button that would open the report.So to make it clear in a form you would have a combobox where years would be displayed (and i would like the combobox to somehow know what years are inserted in the table), you select the year and click on the button that would open the report for that year.

The report name is "rptClients". The table from where the data for report is taken is "tblCustomers" and the field where the date is in the table is called "DateOfUse".Also in the report the date is in a field called "DateOfUse" also.

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Reports :: Filter A Sub Report On Open

Jun 24, 2014

I am trying to filter a subreport on open.

In my report I have a field called "Packages" and my subreport consists of a table, one of the columns is "Packages" so I want to use the value that I have in "Packages" to filter for only those items in the sub report.

Is this possible?

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Modules & VBA :: Using Text Box To Filter Report

Apr 16, 2015

I have a text box in a report that was calculated,

=IIf([RemainingGrantFunds]<([Grant_Amount]*0.2),"1","0")

So, if certain criteria are met, either a 1 or a 0 will be shown.

Then in my OpenReport VBA I have,

DoCmd.OpenReport stDocName, acPreview, , "ExpiryTag = 1"

'ExpiryTag' is the name of the text box from above.

When it equals 1, I want the report to show those records. I have done this for other reports and it worked so easily, and for some reason it just doesn't want to work on this report. I believe the difference is that the text box is calculated in the report and not in the query (for this report I can not calculate it in the query). I think it might have something to do with the output of the 1 and 0

i.e. "1" versus '1' or just 1.

I have also tried every iteration of "ExpiryTag = 1"

i.e. "ExpiryTag = '1'" or "[ExpiryTag] = 1" etc.

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Modules & VBA :: Filter Report For Different Pdf Files?

Oct 29, 2013

My code is creating a pdf file that includes everybody's reports instead of just that faculty member's reports.

Once I get it to generate the correct reports, I then have to figure out how to automatically email them.

Public Sub something3()
Dim db As Database
Dim rs As DAO.Recordset
Set db = CurrentDb

[Code] ....

One other thing is that I can't get the &".pdf" to work on the end of the filename.

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Filter A Report So It Doesn't Display Certain Records

Oct 18, 2005

hey everyone . .

i've got a report which pulls its data from a query. it pulls these fields:TestCode...Price...HID...Month...etc . . .

There are names of "TestCode" that we don't want to display, is there a way to filter certain "TestCodes" out? if so, how?

Here's my current SQL Code:
I have a query which pulls certain records from a table, here is my SQL statement:
SELECT [qryGroupByAMCount].[TestCode], [qryGroupByAMCount].[Price], [qryGroupByAMCount].[HID], [qryGroupByAMCount].[Month], [qryGroupByAMCount].[CountOfAutoNumber], IIf([TESTCODE]="PTCGCD",[CountOfAutonumber]*2,IIf([TESTCODE]="LSHABC",[CountofAutonumber]*4,IIf([TESTCODE]="HPVPNL",[CountOfAutonumber]*2,IIf([TESTCODE]="TOXOAB",[CountofAutonumber]*2,[CountofAutonumber])))) AS Extended
FROM qryGroupByAMCount

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Filter By Selection/Form - Then Report Selected Only

Apr 19, 2005

Hello all.

I would like to place a "Print Report" button on my primary form that allows a Filter By Selection (OR Filter By Form) first, then when selecting the button will view or print my already-created primary report but only for the records that were selected by the filter.

I looked and looked, but am not sure even what to search for in the forum. I know this has to be simple.

Form is called PrimaryForm.
Report is called PrimaryReport.

Thank you.

Tom

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Report Filter To Show Only Current Record

Sep 21, 2005

Help needed again please

I have managed to link a report to a form where you can double click on the surname and the report opens automatically BUT I want the report to only show the data from the record that I have double clicked - at teh moment the report is coming up with thousands of pages - one for each record.

Can anyone help me with this - I think it's probably something simple but I can't work it out on my own :eek:

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Snapshot Viewer; Report Preview And Filter

Mar 3, 2006

Im trying to display a report in the snapshot viewer object that i placed on a form, the thing is that im having a problem filtering and applying the filter fields that i used to the actual report in the window.

Im having problems referring to the object, can someone help with like the syntax. Im trying to apply the sql statement that is generated to the preview window and the report.

All help will be appreciated.,

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Forms :: Multiple Checkboxes To Filter Report

May 7, 2015

I have a form where you can select four different options: Health, Dental, Vision, and COBRA, with a button to run a census. Right now, the button runs a DoCMD.OpenReport to open a report named "Census" where there are four text boxes, "Health Coverage Type" "Dental Coverage Type" "Vision Coverage Type" and "COBRA Coverage Type". I want the user to be able to select a checkbox, then filter the report to only enable the text boxes of the corresponding names.

So if someone selects Health & Dental, I want the report to run with the "Health Coverage Type" and "Dental Coverage Type" textboxes enabled/visible, but the other two to be blank.

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