Combing information for reports

[Guest]

Again thank you John Vinson. I have done what you suggested and it works. I
didn't explain myself fully enough when I asked my questions and I do
apologise.

What I am trying to do now is to combine the information that has been
gathered from the notes report with a general Client report. I realise that I
could just print separate reports but it would look so much neater and better
if they were combined. The report includes client information plus
calculations. It can be broken down into 3 sections with the first being
client information; second Calls made and notes; third financial position of
client. All the other information I have in the database appears on the
report just fine however when I include my calls information to the report it
causes separate pages to appear for every call listing. Also placing Client
ID along with column headings other than in details causes blank pages to
appear and I still get only 1 listing per page with the whole report repeated
every time.
What do I do? Would you help me please?

 

[Guest]

Notes can be created in a sub report detail section with Client ID as the
main sub
report hidden, so that the only thing showing will be detail section with
notes field.

then drag drop sub report in footer section of Client ID or main section, or
Detail if it works, the main thing is to have the notes.

the other way is to organize grouping so that Client ID is group w/ detail
section having repeating notes from underlying query..

good luck,
DM

 

[John Vinson]

Again thank you John Vinson. I have done what you suggested and it works. I
didn't explain myself fully enough when I asked my questions and I do
apologise.

What I am trying to do now is to combine the information that has been
gathered from the notes report with a general Client report. I realise that I
could just print separate reports but it would look so much neater and better
if they were combined. The report includes client information plus
calculations. It can be broken down into 3 sections with the first being
client information; second Calls made and notes; third financial position of
client. All the other information I have in the database appears on the
report just fine however when I include my calls information to the report it
causes separate pages to appear for every call listing. Also placing Client
ID along with column headings other than in details causes blank pages to
appear and I still get only 1 listing per page with the whole report repeated
every time.
What do I do? Would you help me please?

Well, as Danica suggests, a subreport might be appropriate (especially
if you have multiple details for Calls and for financial info). I
can't see your database of course, and don't know what you've tried or
how your tables are set up, so I'm somewhat groping in the dark... but
if you have information that is unique to each Client, and multiple
Notes for that client, then you should be able to create a report to
display it correctly.

What you'ld need to do is use the Report's Sorting and Grouping
feature to group by the Client. You'ld make the Header and Footer of
the client group visible, and put all of the client information
controls in the Header, and all the financial information (wherever
that's from, you don't say) in the Footer. The Detail section of the
form would have the notes (and calls info, you haven't mentioned
anything about Calls so I don't know if calls are related to notes or
not). Set the Can Grow/Can Shrink property of the Notes textbox so
that the box expands as needed to display the full note. Put page
forcing in the Client Footer (only) so that all info for a client
appears on the same page.

You might want to repost this in microsoft.public.access.reports -
report formatting is not my strong suit and there are some real report
wizards over there.

John W. Vinson[MVP]

 

[Guest]

Thank you Donica and John Vinson. I shall try out what you have said and let
you know the outcome.

 

[John Vinson]

On Fri, 19 Jan 2007 07:31:43 -0800, John Diacono <John

Again Thanks. I have done as you suggested and it shows the notes in client
order however what is happening is that the clients name appears on the first
page of the report then all the different clients notes appear one page per
client then the rest of the report (presumably as I haven't scrolled that
far). I have tried changing the position of the clients ID to every position
I can think of on the report and it doesn't make any difference.
As to where the different information is coming from: I have three tables
Clients, Calls and Investments and I am trying to combine them in a report. I
do apologise as I am a complete novice and I will most definitely have more
questions.

John, again - I'd REALLY suggest that you start a new thread in the
Reports newsgroup. This problem has nothing to do with your hardware
or even with the version of Windows or Access you're using (the same
techniques that would have worked ten years ago in Access 2.0 will
work now).

Post the SQL view of the Query that you're using as the recordsource
for the report; the contents of your Sorting and Grouping window in
the report's properties; and list what textboxes you have in which
sections of the report. One of the Reports wizards there will be glad
to help.

John W. Vinson[MVP]

 

[Guest]

Thanks John. I have figured out what I was doing wrong. I was basing my
report on quiries rather than tables. Everything works now.