Creating a Monthly Report

[Guest]

I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]![StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?

 

[Guest]

Try this to prompt your users...
Where you show 7 in your example (for July, I presume),
substitute the prompt string [Enter month number desired]
This will not be year sensitive, so don't mix records
from different years.

In the report title area insert a text box for the
month space containing the expression =MONTH
(STARTDATETIME), and format the box as MMMM). This should
work provided all the records passed to the report are
from the same month (as they should be).

Hope this works for you.

 

[Duane Hookom]

I would use a form with a text box that allows the user to select the month.
You could default the text box to either the current month or past month.
Then your report's recordsource would have a criteria like:
Month([DateField]) = Forms!frmMonthSelect!txtMonth
This will vary depending on if your date field contains records for more
than one year.

 

[Guest]

Sorry - I goofed a bit. For the text box in the title
area use =STARTMONTHDATE, not the MONTH() Expression.

-----Original Message-----
Try this to prompt your users...
Where you show 7 in your example (for July, I presume),
substitute the prompt string [Enter month number desired]
This will not be year sensitive, so don't mix records
from different years.

In the report title area insert a text box for the
month space containing the expression =MONTH
(STARTDATETIME), and format the box as MMMM). This should
work provided all the records passed to the report are
from the same month (as they should be).

Hope this works for you.

-----Original Message-----
I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]! [StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?
.

.

 

[Guest]

It was really really helpful~ Thank you.

I would use a form with a text box that allows the user to select the month.
You could default the text box to either the current month or past month.
Then your report's recordsource would have a criteria like:
Month([DateField]) = Forms!frmMonthSelect!txtMonth
This will vary depending on if your date field contains records for more
than one year.

--
Duane Hookom
MS Access MVP

I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]![StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?

 

[charkey]

It was really really helpful~ Thank you.

I would use a form with a text box that allows the user to select the month.
You could default the text box to either the current month or past month.
Then your report's recordsource would have a criteria like:
Month([DateField]) = Forms!frmMonthSelect!txtMonth
This will vary depending on if your date field contains records for more
than one year.

--
Duane Hookom
MS Access MVP

I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]![StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?

 

[charkey]

I tried the suggestion below and do not know how to format the month to come
out as the writen name not the number. Question is the same as the original
stated where I have and input [Month] to run the monthly report and want to
put the month name in the title from the input.

Thanks,

Cecil

Try this to prompt your users...
Where you show 7 in your example (for July, I presume),
substitute the prompt string [Enter month number desired]
This will not be year sensitive, so don't mix records
from different years.

In the report title area insert a text box for the
month space containing the expression =MONTH
(STARTDATETIME), and format the box as MMMM). This should
work provided all the records passed to the report are
from the same month (as they should be).

Hope this works for you.

-----Original Message-----
I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]! [StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?
.

 

[Douglas J. Steele]

Format((STARTDATETIME, "mmmm") will give you January, February, March...

Format((STARTDATETIME, "mmm") will give you Jan, Feb, Mar...

--
Doug Steele, Microsoft Access MVP
http://www.AccessMVP.com/DJSteele
(no e-mails, please!)

I tried the suggestion below and do not know how to format the month to
come
out as the writen name not the number. Question is the same as the
original
stated where I have and input [Month] to run the monthly report and want
to
put the month name in the title from the input.

Thanks,

Cecil

Try this to prompt your users...
Where you show 7 in your example (for July, I presume),
substitute the prompt string [Enter month number desired]
This will not be year sensitive, so don't mix records
from different years.

In the report title area insert a text box for the
month space containing the expression =MONTH
(STARTDATETIME), and format the box as MMMM). This should
work provided all the records passed to the report are
from the same month (as they should be).

Hope this works for you.

-----Original Message-----
I need to report data for each month from an Access database. I would like to
set up the report so that I do not have to change the query each month. I
would like the business user to run the report for a specified month without
having to deal with query or with me. I have set up a query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]! [StartDateTime]))=7)
to find the appropriate records . Right now, I go and change the query and
then run the report based on that query. How do I set up a prompt to change
the report ? It would be easier for business user to be able to answer a
prompt on a report vs. trying to work with queries. Also How do I
"automatically" change the Report Header so that it displays the month ie.,
Monthly Report for June 2004?
.

 

[Douglas J. Steele]

Oops. Typo. That should be

Format(STARTDATETIME, "mmmm") will give you January, February, March...

Format(STARTDATETIME, "mmm") will give you Jan, Feb, Mar...


--
Doug Steele, Microsoft Access MVP
http://www.AccessMVP.com/DJSteele
(no e-mails, please!)

Format((STARTDATETIME, "mmmm") will give you January, February, March...

Format((STARTDATETIME, "mmm") will give you Jan, Feb, Mar...

--
Doug Steele, Microsoft Access MVP
http://www.AccessMVP.com/DJSteele
(no e-mails, please!)

I tried the suggestion below and do not know how to format the month to
come
out as the writen name not the number. Question is the same as the
original
stated where I have and input [Month] to run the monthly report and want
to
put the month name in the title from the input.

Thanks,

Cecil

Try this to prompt your users...
Where you show 7 in your example (for July, I presume),
substitute the prompt string [Enter month number desired]
This will not be year sensitive, so don't mix records
from different years.

In the report title area insert a text box for the
month space containing the expression =MONTH
(STARTDATETIME), and format the box as MMMM). This should
work provided all the records passed to the report are
from the same month (as they should be).

Hope this works for you.


-----Original Message-----
I need to report data for each month from an Access
database. I would like to
set up the report so that I do not have to change the
query each month. I
would like the business user to run the report for a
specified month without
having to deal with query or with me. I have set up a
query using the
STARTDATETIME field ( (DatePart("m",[StatsModuleLaunch]!
[StartDateTime]))=7)
to find the appropriate records . Right now, I go and
change the query and
then run the report based on that query. How do I set up
a prompt to change
the report ? It would be easier for business user to be
able to answer a
prompt on a report vs. trying to work with queries. Also
How do I
"automatically" change the Report Header so that it
displays the month ie.,
Monthly Report for June 2004?
.