Reports :: Gross Payment Generation - Group Sub Totals
Aug 14, 2014
I have a database where my team will enter manual payment calculations into. Once entered, they will run and print the report for actual payment.
The report I have groups by payment type (see attached image of paymetn types) and then sub totals by group.
I need to somehow get these totals and use them to generate a gross payment. In the attached example, the gross would be the sum of worked hours + before tax allowance + after tax allowance. I'm not sure how I can do this in the group footer.
I have attached images.
View Replies
ADVERTISEMENT
Apr 7, 2008
Hi there! can anyone help me with this. Im doing a form that will compute the detailed totals. How can i do that in a form? Thanks in advance! your help is much appreciated!
View 1 Replies
View Related
Feb 27, 2015
I have a small database for producing various financial reports, by date period (from/to). It works perfectly except when there are either no payment records or no receipt records for the chosen period. Naturally enough, MS Access comes up with the message "Database engine does not recognize 'payment' as a valid field name or expression" --- !!!
Is there some way I can tell MS Access that I don't mind if eg the payment column result is zero?
The structure of the table on which the report is based (via a crosstab query) is :
transaction date
auto number ID
transaction type (either payment or receipt, chosen by form's drop down box) - TEXT
amount - CURRENCY
receipt type - TEXT
payment type - TEXT
fundno - TEXT
The crosstab query design is as per the attached jpeg file
View 2 Replies
View Related
Mar 4, 2014
I have a database that I use for keeping track of clients and printing invoices using a form/sub-form and report/sub-report. I want an image to be visible on my sub-report when I choose Received Payment in my sub-form. Right now I have my image set to visible = no.
View 14 Replies
View Related
May 29, 2015
Despite Google I can't seem to figure this out.
I have some data in a format similar to:
Name / Style / description / speed / distance
john / driver / careful / 80 / 5500
mary / driver / careful / 70 / 7000
pat / racer / reckless / 100 / 6000
anne / driver / careful / 75 / 1000
peter / racer / reckless / 110 / 6500
don / snail / slow / 60 / 6000
I want my report to total by style, without details and to look like:
driver careful 13500
racer reckless 12500
snail slow 6000
How do you get a report to sum the group items by a specific item and to hide the details of that group summing?
View 2 Replies
View Related
Mar 28, 2013
Is there a way to have an expression in the control source of a text box in a report, that re-starts or is exclusive for every group within the report?
View 5 Replies
View Related
Jul 9, 2013
I have a report that is calculating account revenue for my sales reps. I am able to generate the report, group by the sales rep and then total their total account revenue. Now I want to group on the total field that I just calculated. How do I do that?
View 14 Replies
View Related
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).
View 2 Replies
View Related
Oct 8, 2004
I am trying to print out a report that displays the jobs(records) from the dates
"User entry" to "User Entry" and then display the total profit at the bottom.
I need help setting up the query or report to display the line items (each record)
and the display the total at the bottom of the form between a user defined time period.
(ex: 5/5/04 - 6/5/04) It is a "Gross Profit" report.
Thank you!
View 1 Replies
View Related
Feb 18, 2015
Is there a way to have say five different reports that give out information and at the bottom the totals. I would like to take each of those separate reports to create one report with just the totals.
View 3 Replies
View Related
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]....
View 14 Replies
View Related
Nov 14, 2013
I'm working on a project where I must save roughly 1000 individual access reports based on the group to a specific folder in pdf format.
Problem:The code I found on this site works, but not exactly the way I need it to. Using the current code (pasted below) all of the pages of the report are being saved to pdf for each group, instead of just the single page. For example, all 1000 pages of the report are being saved to each pdf file, when I only want the 1 page for each of the groups.
I believe that the problem lies in the filter for the Open Event code, but I don't know how to modifiy it to make it work the way I need.
CODE:
Option Compare Database
Public strRptFilter As String
Private Sub Report_Click()
Dim rst As DAO.Recordset
Set rst = CurrentDb.OpenRecordset("SELECT DISTINCT [SHIP_TO_CODE] FROM [qryWty&PendingData] ORDER BY
[code]....
View 13 Replies
View Related
Mar 15, 2006
If I have a report that is returning numberous records from a table, how do i set it up to total the values in each field (AT THE END)
I have a series of query's that can calculate the totals I am looking for but cant find a way to place them at the end of the report. If I place them in the header or footer it puts them on every page....
Any thoughts how to just have them show up at the END of the report?
THanks in Advance
View 2 Replies
View Related
Apr 30, 2005
I need some help with a report that has running totals of both positive and negative values. The report needs to have a subtotal of the positive values only, then the negative values only. The negative and positive values appear all in the same list. The running sum property over group/over all only adds all the values together which is of no use. Is there any easy way to do this?
Example Report snippet:
(Ignore all the dots - its the only way I could get everything to line up)
# Code...Cleaner...Current..+1Week
1..12....J. Smith........$12.20.....$4.50
2..15....R. Anderson...$10.00.....$2.30
3..18.....E. Jones.....-$14.00.....$1.50
4..19....A. Rob...........$3.50....-$2.50
TOTALS: (+)............$25.70.....$8.30
.............(-)...........($14.00)...($2.50)
-------------------------------------
Balance.................$11.70.....$5.80
View 1 Replies
View Related
Mar 14, 2014
I have several reports on access 2010 that lists items and at the bottom in the report footer gives me a total for the columns. Is there any way that those totals can be put at the top of the columns such that the person reviewing the reports can see the totals first, then scroll down to see the details?
View 3 Replies
View Related
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?
View 2 Replies
View Related
Aug 29, 2005
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
View 8 Replies
View Related
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:
=([rptEmployEvaluationAuditor1 subreport].[Report]![OPTotal]+[EmployEvaluationAuditor2 subreport].[Report]![OPTotal]+[EmployEvaluationAuditor3 subreport].[Report]![OPTotal]+[EmployEvaluationAuditorTrainer subreport].[Report]![OPTotal])/4
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.
View 10 Replies
View Related
Sep 4, 2014
I'm fairly new to Access but I've been tasked to re-jig an old databse running on Access 2003. So far the database is doing more or less what I want it to but I need to generate a report showing totals from multiple fields in combo boxes. As an example, I have a combo box for a job booking-in form which requires the type of task to be selected e.g Video, photography, editing. The report needs to show the total booking numbers for each tasks (combo field) at the end of the month. I've managed to create reports for totals of a single field in the combo box but I'm struggling in achieving the multiple totals.
View 7 Replies
View Related
Jul 2, 2013
I have a combo box named Session which comprises of am and pm. I have a number of fields that relate to this combo box.
E.G. Monday am Sales £1000
Monday pm Sales £ 2000
I want to create a total Sales of the am and pm to derive a total of £3000.i.e. Monday Sales is £3000 which is a combination of the am and pm sessions.
View 7 Replies
View Related
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.
View 4 Replies
View Related
Oct 9, 2014
I routinely produce a report for regular Committee Meetings which includes statistical date derived from the total rows for various fields in 1 or more Tables.It should be possible to extract such data automatically, probably using a query. So far, my endeavors in this direction have been unsuccessful.
View 14 Replies
View Related
Jul 27, 2015
I remember reading a tut on how to count records using Running totals in a report - but I cannot remember where I read it. It went something like this.
In the section that you want to count, add a field with record source '=1' and make it a running total for the group.
In the header (one level up from where the running total resides) add a field with record source =Max(RunningTotalField)
Although the 'intellisense' sees my 'RunningTotalField' when I create the above mentioned formula, when I run the report, its asking me to input the value for the 'RunningTotalField'?
Have I confused some concepts or am I on the right track?
View 1 Replies
View Related
Sep 4, 2015
I have 3 reports
Report 1. is attendance from January to June
Report 2. is from June to December
Report 3. is from January to December
The are all run from the same query with different Between Dates.
The scenario is that Paul attended the support group from Jan to June so in the Jan to June report he is counted once. The query removes duplicate values
Paul attended the same support group from June to December so in the June to December report he is counted once. The query removes duplicate values.
This shows the Paul attended he support group from Jan to December so in the June to December report he is counted once. The query removes duplicate values, if you removed the duplicates from this query he would be counted twice.
Not all people attend the same group for 12 months but if they do the are a duplicate and Paul is a duplicate. That is ok because we need to know now many duplicates there are for the year.
If I print all 3 reports with the duplicates remove query and you looked at the totals it would show (Example) 30 attendees in the 1st report and 30 attendees in the 2nd report but in the 3rd report it would show 59 not 60 which is the total of reports 1 & 2. we need to report these figures as 1st 6 months with 30 and the second 6 months with 30 but the whole year would be with 59 and 1 duplicate.
The way it is now I have to run all 3 report and do the math by hand this way.
Is there a way on the to do the math with code calculations on the full year report with the figures from the 2, 6 month reports to automatically show total attendance for the year 59 with 1 duplicate?
View 1 Replies
View Related
Sep 5, 2013
We recently have had a change to our hourly rate that we pay and now the Totals calculation is not adding up the numbers correctly.
In the query that the report is based from:
ExtendedTotal: CCur([Hours]*[Rate])
In the footer of the report: (Provides a Total for each Day)
Sub-Total: "Control Source" is: =Sum(CCur([ExtendedTotal]))
Report Footer: (Provides a Grand Total for the Month)
Total: "Control Source" is: =Sum([ExtendedTotal])
Problem comes in with the odd dollar rate time partial hours. For example:
$9.73 x 4.5 hours = $43.785 (Rounds to $43.79) which is fine...
but when you have a whole column of these rounded numbers, the totals are coming out off by pennies which add up to a good bit at the end of the month. I cannot match up the totals with the invoices that are coming in either.
View 14 Replies
View Related
Jul 29, 2013
i have a table with health facilities (A,B,C,D) . each health facility has data from several months (Jan, Feb, Mar etc). the table has 2 fields (New Patients) and (Cumulative Patients) . Cumulative Patients is a total of New Patients for current month plus the total patients for the previous month. In the Facility Footer of the report if i create text boxes with data =Sum([New Patients]) and =([Cumulative Patients]) works well.
However in the Report Footer =Sum([New Patients]) works but =Sum([Cumulative Patients]) totals everything. if i try =([Cumulative Patients]).
View 8 Replies
View Related
