Sorting in Reports

[Guest]

I would like to sort data in a report by 3 levels. The first level is called
Due Date (text box) and is sorting correctly. The second level is called
Client Name (combo box) and will not sort correctly, i.e. ascending A to Z by
name. It appears to be sorting numerically by the ID number automatically
assigned to the Client Name? The third level also appears to be sorting
numerically by an ID number?

This is how I would like the report sorted:

Tuesday, January 17, 2006 (Due Date field from Due Date Table)
ABC Company (Client Name field from Client Names Table)
1040 (Tax Return field from Tax Return Table)
941 (Tax Return field from Tax Return Table)

In the Due Date Table the Client Name field is displaying an ID number
instead of the client name itself. Is this causing the problem? How do I
get the client name to appear instead of the ID number in the table?

 

[Guest]

Hi

1st you need to sort out the combo box problem.
Open the form in design view (I take it that you have a form the users use
to input information that is then reported).
Next click the combo box and select properties.
Select row source and click the 3 … on the right. This will create a small
query that will provide the information for the combo. Sort this new query
by the Name column (or whatever you want).
Do this for both combos.

Next in the report use the grouping and sorting option (its at the top of
the page). Select the Due Date and select ascending.
You can then use add other grouping option as required
You can choose to show header and footers if you want – these can be use
used to display unbound text boxes with totals, sub totals, etc.

The example you have given would need 4 sorting groups
Date
Company (use the ID field if you have it).
Tax return date 1040
Tax return date 941


That should sort out the report.

Next the table (fun this ya know – I’m on a coffee break)

Open the due date table and select the Client Field Name (which I take is a
lookup field). At the base of the screen you will see the properties
section. Change the Bound Column option to 1 (or 2 or 3 – or what ever
depending on how many columns you have)

Oh and I "think" you may be using the duedate table to store calculated data
(when is something due). If this is the case you don't need to and may want
to look at the basic table design. (I know thats not what you wanted to hear).

End of coffee break.

Hope this helps