"Parameter" Report

[George M. Fodor]

Hello,

I have a user who has 134 customers. He regularly uses two reports--one
identifying sales invoiced and one identifying orders (sales not yet
invoiced). He wants to look at these reports by customer. Basing the report
on the parameter query is the obvious way to go--but he does not always
remember the exact, precise customer name. So, I want to present him with a
combo list so that he can choose one customer and preview the sales or order
report for only that customer. He also wants to control the beginning and
ending dates displayed on each report each time he runs it. Where should I
look for help. Thanks for any and all suggestions you can provide.

George M.

 

[adsl]

Hello,

I have a user who has 134 customers. He regularly uses two reports--one
identifying sales invoiced and one identifying orders (sales not yet
invoiced). He wants to look at these reports by customer. Basing the
report on the parameter query is the obvious way to go--but he does not
always remember the exact, precise customer name. So, I want to present
him with a combo list so that he can choose one customer and preview the
sales or order report for only that customer. He also wants to control the
beginning and ending dates displayed on each report each time he runs it.
Where should I look for help. Thanks for any and all suggestions you can
provide.

George M.

 

[fredg]

Hello,

I have a user who has 134 customers. He regularly uses two reports--one
identifying sales invoiced and one identifying orders (sales not yet
invoiced). He wants to look at these reports by customer. Basing the report
on the parameter query is the obvious way to go--but he does not always
remember the exact, precise customer name. So, I want to present him with a
combo list so that he can choose one customer and preview the sales or order
report for only that customer. He also wants to control the beginning and
ending dates displayed on each report each time he runs it. Where should I
look for help. Thanks for any and all suggestions you can provide.

George M.

Create an unbound form.
Add a combo box.
Set the Row Source of the combo box to include the CompanyID field and
the Company Name.
Name the Combo Box 'FindCompany'.
Set it's Bound column to 1.
Set it's Column Count property to 2.
Set the Column Width property to 0";1"

Also add 2 unbound text controls.
Set their format to a valid date format.
Name them "StartDate" and "EndDate"

Add a Command Button to the form.
Code the button's click event:

Me.Visible = False

Name this form 'ParamForm'.

In the Report's Record Source [CompanyID] field criteria line write:
forms!ParamForm!FindCompany

As criteria in the query date field write:
Between forms!Paramform!StartDate and forms!ParamForm!EndDate

Next, code the report's Open event:
DoCmd.OpenForm "ParamForm", , , , , acDialog

Code the report's Close event:
DoCmd.Close acForm, "ParamForm"

When ready to run the report, open the report.
The form will open and wait for the selection of the Company and the
entry of the starting and ending dates wanted.
Click the command button and then report will run.
When the report closes, it will close the form.

 

[John Vinson]

Hello,

I have a user who has 134 customers. He regularly uses two reports--one
identifying sales invoiced and one identifying orders (sales not yet
invoiced). He wants to look at these reports by customer. Basing the report
on the parameter query is the obvious way to go--but he does not always
remember the exact, precise customer name. So, I want to present him with a
combo list so that he can choose one customer and preview the sales or order
report for only that customer. He also wants to control the beginning and
ending dates displayed on each report each time he runs it. Where should I
look for help. Thanks for any and all suggestions you can provide.

It's convenient here to use a Form to collect the parameters. Let's
say you have an unbound form named frmCrit, with a combo box
cboCustomers (having the customer ID as the bound column), and text
boxes txtFrom and txtTo.

You can then base your Report on a query using criteria

=[Forms]![frmCrit]![cboCustomers]

on the CustomerID field (don't use customer names, you might have two
customers who both happen to be named Bill Smith); and

= CDate([Forms]![frmCrit]![txtFrom]) AND < DateAdd("d", 1, [Forms]![frmCrit]![txtTo])

The DateAdd is intended to handle the case where your datefield
contains a time portion.

Put a command button on frmCRit to open the Report which you have
based on this query.

John W. Vinson[MVP]