Reports from Access- Order

A

Amy Barton

I need assistance, please. I am currently using Access
2002, and they have a template for the order system,
which we are currently looking to use.
The report function allows for you to enter a a
beginning dtae and ending date, and then gives you a
total fo sales per customer, totals units sold, total
discount, total freight, total sales tax. My report I
have attempted to create is a report where I can put in
a beginning date and ending date and see what each
customer has ordered for that month, the quantity sold to
them with dollar attached to them.

Example:

June 1, 2004 to June 30, 2004

ABC Company
Product Quanity
Pens
 
J

JulieD

Hi Amy

if i'm understanding you correctly the way i would do it is

1. create the query with the relevant fields that i want to see in my
report - including the date fields & the customer name
2. use the report wizard to build a report based on the query
3. create an unbound form where the user can choose the customer and
enter the start & finish dates - ensuring that i name each control something
easy to find later (e.g. cboCustomer, txtStartDate, txtFinishDate) - close &
save form
4. return to the query, click in the criteria line of the customer name
field and then
5. click on the expression builder icon on the toolbar
6. go to forms / all forms / find my "report options" form, in the centre
section double click on the form control that i am using as the criteria
7. repeat steps 4 - 6 for all of the criteria that i'm setting (with dates
it ends up like: Between [FRM_ReportOptions]![txtStartDate] and
[FRM_ReportOptions]![txtFinishDate]
8. close & save query
9. return to the form & put a command button (caption = preview report)
on it to open the report (created in step 2) in print preview mode - close &
save form
10. open form, set criteria, click preview report button

Hope this helps, please get back to us if you need further assistance.

Regards
JulieD
 

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