Help Writing Criteria For Report/Query

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Guest

I am wanting create report that would print out certain entries made into a
database on a regular basis. For example: If I enter a database record I
would like to create a report based a the query where it would come up on the
report every week after entry. This is for a follow-up report on entries made
into the database each day. I want to be able to follow up on a regular basis
with the entries into the database, but I don't know how to write that
certain criteria into the query field. Please help. Thanks.
 
I can't really tell from your description, but it seems to me that you'd
need to have some kind of DateEntered field in your record. Then your query
could refer to that field in picking records.

--
Regards

Jeff Boyce
Microsoft Office/Access MVP
Microsoft IT Academy Program Mentor
 
I do have a DateEntered field in my record. I just don't know how to write
the criteria for what I want to do on the Query. I know how to get all of the
entries done the week prior, but I want something to come up on a regular
basis like every Friday, for example. How is the criteria written for that
field on the query? Thanks so much for your help.
 
If I'm understanding, you want a way to have a report run automatically
"like every Friday, for example." This is not a built-in capability, so if
this is what you are seeking, you will need to write the procedures to do
this. You could also consider buying a commercial application that is
designed to do this.

--
Regards

Jeff Boyce
Microsoft Office/Access MVP


Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
 
No, I don't want it to run automatically, eventhough that would be helpful,
but I just want to be able to have "follow-up" dates come every week. For
example, if I enter a record on Monday of this week, I want to have a report
that will have that particular record come up every week. I want to make a
"follow-up" report that will allow us to follow up with the entries we make.
These follow-ups would happen every week after the date we enter them. I know
how to generate a report that will give me all of the records that were
entered the week before, but that will not be an ongoing thing. That report
will only show those entries and not the ones that were done the week before.
I want to have a report that we could generate on Friday that will have the
follow-ups from the entries we have made and have followed up on.

I don't know if this makes any more sense, but I don't know how else to put
it into words. Thanks so much for your help.

HLD920
 
Are you saying that you want to have a report that lists the entries made
since (<Fill in your date here>)?

Or are you saying that you want a way to "flag" an entry, and a report that
lists all the "flagged" entries?

Regards

Jeff Boyce
Microsoft Office/Access MVP
 
I don't want the report to list entries made since (date). I don't know if
what I am looking for is a flagged entry, but I want entries to come up on a
regular basis. If I enter a record today, I want it to come up on a report
today and week from today and a week from then and so on. I also if I make an
entry tomorrow, I want it to come up on the report a week from tomorrow and
week from that date and so on. I hope this helps more on what I wanting to
do. I am sure that I am not explaining it well, but your help is greatly
appreciated.
 
I'm not really clear on your criteria for selecting an entry, then.

Are you saying that you want an entry on any particular date to show up in a
report that shows today's entries, and in another report that shows entries
made one week ago, and in another report that shows entries that are exactly
two weeks old, and ...? For how long?

Since today is Friday in my time zone, are you saying you want a report that
shows entries made on Fridays?

Regards

Jeff Boyce
Microsoft Office/Access MVP
 
Jeff,

If I enter a record today, I want that record to come up a week from now,
two weeks from now and every week past that. The report would be the same but
I want the report to pull items that are due. Each record would need to be
followed up on one week from the date it was entered. Then it would need to
come up each week from that point forward. If I skip the day of the report, I
want it to pull up anything that is overdue for follow up.

I don't think I am conveying my thoughts correctly, because I know what I
want to do, but it doesn't look as if I am explaining what I want to do. I
will keep looking for an answer by checking back here. Thanks for all of your
help.
 
So it sounds like there are two things you want to do. First is find every
entry that was made on the day of the week. The second is to have some way
to "catch up" if you skip a day.

The former is easy -- you just want to use a selection criterion that looks
for records with an entry date that has the same day-of-week value as
"today". You might use something like (actual syntax may vary):
Weekday(Date())
in your selection criterion of a field in the query underlying your report.
That field would also have to be using the Weekday() function for the
[EntryDate], something like:
Weekday([EntryDate])

The latter is more problematic. You might need to create a second query
(and report) to allow you to select a day-of-week value. This puts the onus
on you to remember that you didn't run the report on Thursday, and to run
the "catch up" report for Thursday. You might use something like (again,
watch the syntax):
[Enter day-of-week number - Sunday = 1, Monday = 2...]
as a prompt, and the same kind of field as above. Note that this is a
separate query (and report).

--
Regards

Jeff Boyce
Microsoft Office/Access MVP


Microsoft IT Academy Program Mentor
http://microsoftitacademy.com/
 
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