Reports :: Generating Totals In Monthly Report

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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Tables :: Generating Monthly Report - Reserved Error 1524

Mar 12, 2013

i have a table on my database from which i generate a monthly report by running a query. when i run the query (date from to date to) i have no problem. it shows me all the relevant records. when i want to generate a report, i input the start date and the closing date for the report. it then gives me an error (reserved error (-1524); there is no message for this error.) i have gone into the table and basically isolated all the corrupted entries. there are 359

what i need to know is how to repair these entries without losing the information. im new to access and this is a simple(kinda) database which i set up to keep track of what the staff in my department are doing on a daily basis.

im running access 2007.

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Apr 15, 2013

I have a report that is purely for points gained from products. Each product is split into 3 (e.g. Investment A, B + C) and there is a indicator that means the points gained can be added up (e.g. I for Investment and S for Savings).

I have made the report which is many unbound fields. There is a summary section for all points added together with fields Total Amount, Monthly Target, Quarterly Amount and Quarterly Target.

Then the report is split into each of the 4 products (Each of these have different amounts of points. Number indicates it):

Investments (10), Savings (15), Pensions (15) and Protection of Life Savings (20).

Each of these have 4 fields - Total Amount, Target Amount, Quarterly Amount and Quarterly Target.

I need a way to generate these point scores using the Product_Points field. I already have Quarterly Target and Target Amount because there is a set field called Points_Annual_Target.

EDIT: I also don't want it to come up with the 'insert parameters' so all the info is one page.

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Mar 10, 2015

how to create the report monthly,year and weekly using access 2007?

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Reports :: Subtract Totals From 2 Sub-reports In Main Report Of Access?

Dec 28, 2014

I am trying to create a P&L statement in access. I know what I want to come out at the end. I am just starting to play with access and having trouble getting what I want to come out of it.

On the sales side I have a query that gathers all the revenue sources and calculates a total for each date. I then use a second query to just take out the data I want for the P&L report. I created a sub-report that displays the data I want. I use the grouping and grand total features to get the total into the report footer. So far so good.

On the expense side I created a form of a query to manage the one to many relationship to capture the data for expenses (one purchase with many line items). I created a query based of this query to get the relevant data for my expense sub-report. I created the sub-report and got everything looking and calculating the way I want it to. I use the same grouping and grand total features to display the data in the report footer. Still good.

I created a new main parent report with the two sub-reports (sales & expenses) on it and even was able to pull the totals from the sub-reports into the main (so currently the subtotals of the two sub-reports are displayed twice). Now when I try to use the textboxes I used to pull the sub-report totals into the main report to perform additional calculations (sales - expenses) I get #error. I have tried different things and gotten ?name.

Control source for the two textbox controls on the main that display correctly, but don't let me do any further calculations.

=[rptP&LExpensesOverview]![AccessTotalsAmount]

=[rptP&LSalesOverview]![AccessTotalsTotal Sales]

To do the subtraction I have tried using the references above, as well as just using the names of the unbound text boxes in the report that bring the totals into the main report.

As a work around, I tried to build one query with all the data from sales and expenses, but can't "filter" based on date and get the data I want in the query results because the two sets of data are not necessarily related. I either get a long list of records, or no records (I am currently only playing with about 5 days of data).

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Sep 5, 2013

I have a large table with a number of fields. I have written the query that I want but can't quite work out how to get it to do the main thing I need. I have several fields that I need to generate in the report but what I want it based on is the field called Date Approved.

When the Date Approved has been Active for more than 4 weeks I want to pick it up in the report. I don't want to set a date to start from but pick up everything that has passed 4 weeks in "Date Approved".

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May 12, 2015

I've seen this question asked in multiple places but do not understand the answers (yet). I haven't worked with the ribbon and XML before.

I'm able to turn off the navigation panel and the ribbon completely which gives the user a nice, empty screen. However, when reports are selected, they open up in Print Preview but the ribbon doesn't return with the Print Preview.

In short, how do I get the Print Preview ribbon to return when generating a report?

Access 2013.

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Apr 10, 2014

I've done this once entirely by accident and can't seem to duplicate it...

I have a report. It has the following:

Report Header: Logo and title
Department Header
Supervisor Header
Group Header
Detail
Department Footer: Totals
Report Footer: Overall Totals for all departments

Here's my question.
I have combo boxes on my main form that filter this report. The combo boxes are referred to by the query that runs the report. How do I get proper unfiltered overall totals in my report footer?

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Jul 24, 2014

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May 8, 2013

I have a table with:

Invoice Number | Customer Name | Item | Item Cost | Invoice Date | Paid | Date Paid

Example of data:

AK001 | A Brown | Blue Car |1000 | 1/4/2013 | Yes | 20/4/2013
AK001 | A Brown | Red Car |2000 | 1/4/2013 | Yes | 20/4/2013
AK001 | A Brown | Yellow Car |500 | 1/4/2013 | Yes | 20/4/2013
AK002 | A Brown | Black Car |1000 | 7/4/2013 | Yes | 20/4/2013
AK003 | B Smith | Blue Car |1000 | 12/4/2013 | Yes | 25/4/2013

I want to create a report from this table that outputs as:

Invoice Number | Customer Name | Total Price | Invoice Date | Paid | Date Paid

Example of report from Example Data:

AK001 | A Brown |3500 | 1/4/2013 | Yes | 20/4/2013
AK002 | A Brown |1000 | 7/4/2013 | Yes | 20/4/2013
AK003 | B Smith |1000 | 12/4/2013 | Yes | 25/4/2013

Is there an easy way to do this.. or will I need to make a new linked table with the invoice number as a lookup?

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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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I have monthly reports developed from various query's and what I want to do is have a single report that I can display my monthly totals from each monthly report without developing a whole new report. I want to use the existing totals from the monthlies and have them all on one report. Can anyone help me?
Jaxfire

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Jul 30, 2015

I am trying to get my totals from my subreports, and dividing the number by 2 or 4, and put the new number on the main report.

for Operator/Trainer Productivity, I used:
=([rptEmployEvaluationOperator subreport].[Report]![OPTotal]+[rptEmployEvaluationOperatorTrainer subreport].[Report]![OPTotal])/2

for Auditor/Trainer Productivity, I used:
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These both work if there are values in all totals subreports. When one of them might not have a total, I get an error message.

I tried to use :

=IIf([Orders].[Report].[HasData], [Orders].[Report].[txtOrderValue], 0)
=IIf([Orders].[Report].[HasData], Nz([Orders].[Report].[txtOrderValue], 0), 0)

=iif([rptEmployEvaluationOperator subreport].[Report].[HasData],([rptEmployEvaluationOperator subreport].[Report].[OPTotal]+=iif([rptEmployEvaluationOperatorTrainer subreport].[Report].[HasData],[rptEmployEvaluationOperatorTrainer subreport].[Report].[OPTotal])/2

and the same idea for the second one. I tried both methods and did not work. I am not sure what I am missing.

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May 2, 2014

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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.

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Nov 1, 2007

Hi all,

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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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Hi,

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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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