Setting Up Good Report Menus For End Users - A Lot Of Reports!
May 25, 2005
I am working on stream lining reports for my application, so that I don't have a huge maze of menus.
I am open to any ideas of how to best set this up. Right now I have a report menu with about 8 command buttons. Some take them to a criteria form for that report, others straight to the report, and others to another menu with a whole other set of buttons for more reports.
I have looked at organizing the "categories" of reports that I have.
I see that I have Candidate reports and Hire reports. This is because this application is for people who apply for a job. Once the information is entered on the entry side, there are a number of things to report on.
One idea is to make a statistics report menu for all of the summary reports. These are counts of candidates under certain groups, like what office they applied to, what departmen, or what date they applied. Then these counts exist for hires as well, and what they were hired to, and what date they started.
I also have detail reports showing the people information as candidates or hires, grouped by these such factors.
If anyone can help me to organize the best method for making these reports available to the user, I would really appreciate it.
One thought would be a form with 2 combo boxes and a preview button.
I am thinking that this could work for the statistic report menu. My database is normalized, so I can't use their names in the combos. I would want to have 1 combo for choosing candidate or hire, as that report that they want. Then the next combo would be the factor to report them on. Office, department, application source, etc
I have summary report for candidates and for hires. parallel reports, but one for (ie) all candidates by the office that they applied to. Then I would have one for all hired candidates (were hired) by the office that they were hired to. Same with department, and many others.
If anyone can help me to either how best to do this process, whether my thought is a good way to go, or if there is a better set up that I should try. I am open to anything here!
Thanks. :D
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Jul 16, 2014
I have an report that uses name paramaters.this is the sql for the report
Code:
PARAMETERS [whatCompany] Text ( 255 );
SELECT tblInvoices.ClientCompany, tblInvoices_Details.Charge, Sum(tblInvoices_Details.Hours)
AS SumOfHours, tblInvoices.InvoiceID
FROM tblInvoices INNER JOIN tblInvoices_Details ON tblInvoices.InvoiceID = tblInvoices_Details.InvoiceID
GROUP BY tblInvoices.ClientCompany, tblInvoices_Details.Charge, tblInvoices.InvoiceID
HAVING (((tblInvoices.ClientCompany)=[whatCompany]));
How do I pass the paramaters to the report? I've tried several different ways but can't get it to work
Code:
Dim stdocname As String
Dim stLink As String
stdocname = "RptWithParm"
stLink = "ClientCompany = " & "'" & Me.lstCustomer & "'" 'Using the field name doesn't work
DoCmd.OpenReport stdocname, acViewReport, , stLink
'When I try to set the value of the paramater that doesn't work either
stLink = "[whatCompany] = " & "'" & Me.lstCustomer & "'" 'using the paramater name doesn't work
DoCmd.OpenReport stdocname, acViewReport, , stLink
I know I could use the value of the form in the criteria like this
Code:
HAVING (((tblInvoices.ClientCompany)=[Forms]![frmTesRptParm]![lstCustomer]));
If I use the list box as the criteria I want to be able to use reports in other than one place, plus there are over 80,000 records and it'll run faster if I set the criteria before the report opens instead of setting a filter after it opens to only show up to about 100.
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Mar 28, 2014
My database is slowly coming together. For the final part of this phase i would like to create a shortcut on each users desktop which runs a summary report of information within my database.
I have criteria set so upon opening the report the user is asked for which address they wish to see information from which works great. But I do not want users to have access to the database, I just want them to be able to click a shortcut, be asked what address they are looking for and for the report to ping up in a 'Print Preview' type layout so information can be seen and displayed but not altered. All users have the access program.
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Mar 29, 2013
Report has records of errors. There are 3 types of error. In the report footer, I would like a total count (this is working!) and a count by type (can't get this to work).
Error Total =Count[ErrorType]
Compliance Total =Sum(IIf([ErrorType]="Compliance",1,0))
Audit Total =Sum(IIf([ErrorType]="Audit",1,0))
Quality Total =Sum(IIf([ErrorType]="Quality",1,0))
I have tried setting groupings on the report but this alters the detail sorting (currently sent by the date field newest to oldest) and provides the count within the detail.
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Apr 6, 2013
I am trying to join a number of reports into one report. I have a generic report which displays a different dataset given the user's choice on a form. I created a collection where I can store multiple instances of this report (called mcolReportInstances) - this works just fine.
I was looking to combine all the reports in the collection into one report. To that end, I have created a report with a number of subreport controls but with no sourceobject. In the On_Open event of this blank report, I am trying to set the source object of the subreport to one of reports in my collection:
Me.Controls("Child" & i).SourceObject = mcolReportInstances.Item(strKey)
However, it keeps giving me the error 'Type mismatch'.
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Sep 18, 2013
I have a report that is opened via a Form that lets the user choose a date to filter the report. The report opens in Print Preview mode.
What I'm attempting is to give the user an easy way to export the report once they've verified the report is accurate.
One way I've tried to do this was to use the OnClose event to execute a vbYesNo MsgBox giving them the option to export. The problem here is that I can't do the export while the report is closing.
Code:
Run-time Error '2585': This action can't be carried out while processing a form or report event.
I tried to move my MsgBox to the OnUnload so that could cancel the Unload, but was met with the same results.
Code:
Private Sub Report_Unload(Cancel As Integer)
Dim Response
Response = msgbox("Do you want to save a copy of this log?", vbYesNo, "Export to PDF")
If Response = vbYes Then
Cancel = True
DoCmd.OutputTo acOutputReport, "rptWatchLog", acFormatPDF
End If
End Sub
Some research indicates perhaps the DoCmd.OutputTo is happening to quickly. Would including some type of pause in the code execution between the Cancel = True and the DoCmd solve my problem? Though frankly, even if it did it doesn't feel very elegant. I also recognize that I'd need to reinitiate the Unload>Deactivate>Close process after the export completed.
I initially began by having an Export Command Button on the form they use the choose a date, but was unable to have the exported report honor the user supplied filter from that form.
Here is the code from that form that is applying the filter:
'Open Watch Log Report with chosen date as filter
Private Sub cmdOpen_Click()
'use date even though it's not saved anywhere
If Me.Dirty Then
Me.Dirty = False
[Code] .....
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May 28, 2013
I have a report with 2 subforms. The Main report is Client info. Sub1 has ContactNotes for each client. It is in the detail section of Main, is in continuous mode, and is related to Main thru key ClientID. This prints good. Sub2 is a signature block for the report. It is unrelated. It looks at the "Initials" field in ContactNotes, uses the date range and ClientID that Sub1 uses, and develops a list of the Clinicians that had contact with the client. their names and cert's are in a list form with a line for their signatures. This is working correctly and shows in print preview but will not print. I have put it in the reportfooter on Main, in the reportfooter of Sub1, it calculates properly and shows in print preview but will not print!!!
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Nov 27, 2007
Hi
I'm currently designing a small database which will be distributed to users most probably using the access2007 runtime. I would like to be able to ship the database with a default username and password. Is this possible in acces 2007 ?
If it is possible, how would I go about enabling individual users to change the default username/password and set up a username/password of their choice ?
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Mar 9, 2007
I am getting ready to set up my database with users who will need to log on. I did a test on a sample database, but for some reason, my database became unavailable, and it never gave me a login box. Is there somewhere one could point me for some detailed info on setting up users and levels in MS Acess? All of the books I have on Access just kind of skim over the subject.
Secondly, in a select query, is there a way to assign a field that is part of a table a value. For instance, upon running the select query could I assign the field CurrentUser =user() ? If so, then how would I do this? I am using data access pages for data entry, and I want to be able to track the person who enters the record without them entering their username for every record they process, but, here is the drawback, they are not starting new records, they are merely adding to a record that someone else started.
Even assigning the value =user() on the data acess page field does not rectify this problem. This only works when you start a new record. I am really stuck on this one, and I know virtually nothing about SQL or Visual Basic..... the last time I programmed was in the 80's and I was a whiz at BASIC and PASCAL, lol. I know, I know, I need to get off my rear and start trying to pick up on this stuff. Anyway, I think the answer to my problem somehow lies in assigning the field the value =user() from the query, but I am stuck on how to accomplish this.
Help me Access Gods
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Apr 26, 2015
I have created a report which contains within it multiple sub-reports, which I use to generate a document for management meetings on a bi-weekly basis.
For each of these I have the subreports filtered to a unique number for consideration that period e.g. LIKE "88/00039" which relates to my data.
In order to change this I have to manually update each of the filter commands within the subreports but I assume there must be an easier 'catch-all' method of achieving this?
Ideally I'd be looking for a command prompt so I could enter just the number sequence e.g. "88/00040" and then enter this (via a corresponding macro or similar) to update the filter commands.
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Jul 22, 2015
I have a report with a number of text, date and combo boxes. We quite often add items that are very similar, so it would be useful if the values you've just entered were kept the same for the next item. Then you can just change the odd field that's different. Is there a way to achieve this?
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Jun 14, 2005
Hi,
How can I separate my application so the users can still use queries and reports on a db? I don't want them touching the tables or application directly so it looks like I need a way to create a separate application or something along those lines that is linked to the tables that the users want to query. Any suggestions?
Thanks,
scratch
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Apr 10, 2006
Hi
I have 6123 records in a database.
I need a report that prints the Customer ID and the Postcode
I have managed to do this but it comes to 196 pages!
Is there n e way i can format the report so instead of it being like this:-
Customer ID Postcode
2334 LS89 8UJ
2333 BD67 990
It displays multiple lines on each page .eg
Customer ID Postcode Customer ID Postcode
2334 LS89 8U 2354 LS69 8YH
2333 BD67 990 7899 BH78 6NQ
Can anyone help??
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Sep 15, 2013
I am new to access. I have created a report form a query and have fields with a value of "0" or "$0.00" I would like to set a static textbox to Null. I belive it can be done with the IFF function but I get a syntax error.
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Jul 11, 2015
I am having a problem setting the margins to print labels in access. I go to page setup and change the margin size click ok and nothing happens to the label and when I go back to page setup the margins have returned to their original values. I have already selected the label printer and labels that im using.So im baffled as to why it wont accept margin values that don't cause the label to be printed over 3 labels.
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Apr 3, 2013
I want to make a simple FrontEnd for my database for users to open reports to print them. I don't want them to mess with the linked tables or queries feeding into those reports. I want the front end to display a list of every report in the database that they can load up and use.
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Jul 28, 2014
I have a series of reports that are built to replicate the order forms of our suppliers. On each I have a text box for Air Freight that I only want visible when the airfreight ID is ticked.
I have this working fine using an if statement on the Load Event of the reports. However when I use the OutputTo command in VBA it seems to bypass the Load Event. Any event that is triggered using OutputTo.
I have also tried setting the .visible in VBA but can't get the coding to work as I am using a variable report name depending on the SupplierName and when I try to use the Reports! nomenclature it will not accept the Report name being a variable (ie. Reports!ReportName![Airfreight].Visible where ReportName is a variable).
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Oct 6, 2004
I know its probably a simple one but I am new to access, so...
I have a simple membership database and in it I keep a record of who I am expecting to attend on a particular date. This is achieved through having a seperate field for each meeting on a simple yes/no type.
I would like to be able to print a report from a form for a particular date showing everyone that would be attending. I have a list box that shows all the fields. What I cant do is set the date I want in the query from the report, can anyone help?
thanks
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Jul 8, 2013
I am "OK" when it comes to figuring out a formula in Excel, but Access is much different for me. I am looking to set up a calculated field in a report.
The result is find the Client-to-Staff ratio but there are two possible conditions:
CONDITION 1: If VacantFTEE = 0
ActiveClients / (DirectFTEE + DetailedFTEE + ProvidedFTEE)
CONDITION 2: If VacantFTEE > 0
ActiveClients / (DirectFTEE + VacantFTEE + DetailedFTEE)
I am presuming I need some sort of IF/OR statement to make this as 1 formula, but I can't seem to make it work.
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May 12, 2005
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I have a dilema on my hands as I can't seem to figure out the best way to accomplish this. I created a database to handle all of our letters for my department in the company. The problem I am having is that we have 26 people who could possible access the database at the same time. The letters are created using a form. (not a problem with multi-users) When someone wants to print the letter the do a search either by "Letter Date", "Provider Name", "Provider Number", or "Group Name". I set it up so either one of these search queries append data into one table called "Letter Report Information" all 38 letters get there data from this 1 table. The problem I am having is that if John and Mary try to pull different/same letters at the same time or while one is viewing their letters the data is getting pushed onto the others Letter.
Example:
Mary goes to print her Welcome letter
John also goes to print his Denial letter at the same time
When John's letters show up.. the Denial letter shows up with his data, but also with Mary's Welcome letter data.
What can I do or what kind of query can i use to avoid this problem as it is becoming a very prominent issue? ::Please Help::
Thanks.
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Oct 18, 2014
I am trying to add a feature in my database dashboard that shows a list of hyperlinks that are the most frequently used forms and reports based upon the user. I can figure out how to capture the event each time the form or report is opened and update a record to increase the count, and build a recordset that will query the table filtering by user and order by frequency...
However, I am stuck on building the hyperlinks that will point to the correct form or reports dynamically.
Specifically, I am not able to update the subaddress using VBA. I get an error that the hyperlink cannot follow to the new form...
Here is my code:
Code:
Private Sub Form_Load()
Dim strUser As String
Dim strApp As String
strUser = Environ("username")
strApp = "frmTest1"
Me.txtUser = strUser
Me.txtLink3 = strApp
Me.txtLink1 = strApp
Me.hypTest.Hyperlink.SubAddress = strApp
End Sub
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Oct 25, 2005
I have a very simple report - just one field.
I have a Form - "Cases". The button to open the report is on that form as are the values I want in the report.
I want to pull the value of Case Name and Case Number from the current form view and put them together in the single field on my report.
I can "almost" do it. Then VBA gives me a warning - it says that you can't assign a value to the control on my report.
Can anyone give me any ideas?
by the way:
I chose to make this an unbound report because I'm using SQL server as my back-end and my Access is an .adp file. SQL (so I was told by the programmers at work) can't pull in variable criteria from a form like Access Queries can. So this all has to be put in VBA.
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Sep 24, 2013
Windows vista
access 2007
I'm populating a report with a query which pulls criteria from a form. When the 'run' button is pressed it opens the report, running the query, to filter the data. What i'm attempting (and it works if there is data present).
The data is text, which is a filename, which populates an image control. Most of my records have an image present but for the ones that don't I think I need to turn the image control's picture property to 'blank'.
I'm just now encountering problems with the records with no pictures so when i came up with this it worked with my tests which at that time only had images present....
I have two problems.
1) When I run the code as below i get Run-Time Error 2185; you can't reference a property or method for a control unless the control has the focus.
2) when i try to set the focus on the picture control in the report to see if there is text/value present i get runtime error 2478; database doesn't allow you to use this method in the current view.
I assume this is talking about me opening the report in acViewPreview mode but i thought i needed to do this so the images are displayed in the image control.
Code:
Private Sub Detail_Format(Cancel As Integer, FormatCount As Integer)
Dim strDBPath As String
Dim strRelativePath As String
Dim strPath As String
'rptOriginalOwnerCategoryItem!Picture.Text.SetFocus
[B]Me!Picture.SetFocus[B]
'Test to see if the record has a relative path stored
[code]....
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Dec 15, 2014
I have a report, on a control tab, on a main form.
On the form are two buttons: one to show all items, and one to filter them based on a boolean field called showitem.
The buttons work with the code below.
What I want to do but cannot seem to figure out is to have the report default to no filter.
The bound query has no criteria.
I'm trying to set the filter property via the on open or on load event and even if I isolate the report, cannot seem to reach it.
Code:
Private Sub b_hide_items_Click()
Me.Profile_Timeline_wNotes_subreport.Report.Filter = "timeline.showItem <> 1"
Me.Profile_Timeline_wNotes_subreport.Report.FilterOn = True
Me.Profile_Timeline_wNotes_subreport.Requery
End Sub
Private Sub b_show_all_Click()
Me.Profile_Timeline_wNotes_subreport.Report.Filter = "timeline.showItem = 0"
Me.Profile_Timeline_wNotes_subreport.Report.FilterOn = False
Me.Profile_Timeline_wNotes_subreport.Requery
End Sub
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Oct 15, 2013
I'm using VBA code to open a query, generate a report for a test and an answersheet. I'm using the same report, and don't want to make many reports. I have the below code which runs my query, and generates the reports.
Private Sub Command2_Click()
DoCmd.SetWarnings False
DoCmd.OpenQuery "1", acViewNormal, acEdit
DoCmd.OpenReport "WrittenExam", acViewPreview, "", "", acNormal
DoCmd.OpenReport "WrittenExamAnswerSheet", acViewPreview, "", "", acNormal
End Sub
I have a need to be able to set the report title for both reports when running my code.
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Oct 2, 2013
I have been an MS Excel man all along my career and I am a novice in MS Access.I have created a table, [Initial Customer Approval] which records data from a Form, [Initial Customer Approval]. Once the data is entered in the Form, I need to do some calculations based on the data entered in some of the fields in the form.I created 6 different queries for the six possible values in those fields. now for each of those queries I created respective reports.I placed a Print command button in the Form.
1. When I press the Print button it should open the report for the current record in the Form. (Currently It Opens all the reports simulatneously, with only one relevant report containing the current record; other opened reports being blank.)
2. If user presses the Print button before pressing Save button then system should prompt user.
Here is the code (Please note [reference number] is the unique ID generated for each record entered in the tabe through form):
Private bSaveClicked As Boolean
Private Sub Form_BeforeUpdate(Cancel As Integer)
If Not bSaveClicked Then
MsgBox "You are trying to navigate away from the active record. Please either save your changes, or press ESC to cancel your changes.", vbOKOnly + vbInformation
Cancel = True
[code]...
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