Generate and Email Access07 Reports by User

[will.burke]

Hi,

I'm using MS Access 2007 as the front end for a SQL database that
manages payroll data for my company. I'm looking for a way to get
access to auto-email commission reports on a regular schedule to
employees. I have already created the report and it works great. I
have the report setup to start a new page after each employee which I
print to .pdf then separate and email each employee their statement.
How can I set it up to where Access automatically splits and sends
this data without creating a report for each commissioned employee?

As I'm dealing with payroll data I only need to send each employee
their own report and I would love to filter the data by pay period.
This is easy by hand but I would rather auto-send Friday nights at 1am
to each employee and cc their manager.

I have looked at using SharePoint as an alternative but I also am
having trouble figuring out how to upload the large chunk of data then
allowing employees access to only their records.

Any advice would be appreciated.

Thanks!

 

[Tony Toews [MVP]]

I'm using MS Access 2007 as the front end for a SQL database that
manages payroll data for my company. I'm looking for a way to get
access to auto-email commission reports on a regular schedule to
employees. I have already created the report and it works great. I
have the report setup to start a new page after each employee which I
print to .pdf then separate and email each employee their statement.
How can I set it up to where Access automatically splits and sends
this data without creating a report for each commissioned employee?

You will need to create a recordset looping through each employee.
For sample recordset logic see
http://www.granite.ab.ca/access/email/recordsetloop.htm

For a page on how to print a report for a single record and how to
generate reports to attach to emails see the Emailing reports as
attachments from Microsoft Access page at
http://www.granite.ab.ca/access/email/reportsasattachments.htm

A2000ReportToPDF is an Access 2000 database containing a function to
convert Reports and Snapshot files to PDF documents. No PDF Printer
driver is required.
http://www.lebans.com/reporttopdf.htm

I have looked at using SharePoint as an alternative but I also am
having trouble figuring out how to upload the large chunk of data then
allowing employees access to only their records.

That'd be overkill.

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems at
http://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog - http://msmvps.com/blogs/access/

 

[will.burke]

You will need to create a recordset looping through each employee.
For sample recordset logic seehttp://www.granite.ab.ca/access/email/recordsetloop.htm

For a page on how to print a report for a single record and how to
generate reports to attach to emails see the Emailing reports as
attachments from Microsoft Access page athttp://www.granite.ab.ca/access/email/reportsasattachments.htm

A2000ReportToPDF is an Access 2000 database containing a function to
convert Reports and Snapshot files to PDF documents. No PDF Printer
driver is required.http://www.lebans.com/reporttopdf.htm


That'd be overkill.

Tony
--
Tony Toews, Microsoft Access MVP
Please respond only in the newsgroups so that others can
read the entire thread of messages.
Microsoft Access Links, Hints, Tips & Accounting Systems athttp://www.granite.ab.ca/accsmstr.htm
Tony's Microsoft Access Blog -http://msmvps.com/blogs/access/

I will give that a try. Thanks for the help.