I need to know if something happens once each calendar month

K

Kelvin Beaton

Our case managers need to see clients once each caledar month.
Any time within a calendar month.

How can I report if a task has been each calendar month?

Thanks

Kelvin
 
J

John W. Vinson

Our case managers need to see clients once each caledar month.
Any time within a calendar month.

How can I report if a task has been each calendar month?

Thanks

Kelvin
Click to expand...

Each calendar month over... what span? How are your Tasks stored, and how are
task accomplishments stored?

Basically you can run a Query grouping by Year([datefield]) and
Month([datefield]), along with whatever other fields are needed (ClentID?). It
will show the count (or whatever you choose) of tasks during that month.

It might be handy to have an auxiliary table with one two fields - TheYear and
TheMonth (don't use Year or Month as fieldnames) - with one record for each
month that you want to consider; use an "Unmatched Query Wizard" to find
records where there is NOT a match in this table for a client.

John W. Vinson [MVP]
 
H

Hunter57

Hi,

In hopes that this will give you something to help you I offer the following
example:

A query like this will display the names of those who visited clients within
the dates that are selected.

SELECT ContactDate, SalesmanName, ClientName
FROM tblContactsMade
WHERE ContactDate BETWEEN [Startdate] AND [EndDate]

You can also use the Query by Form method described here:
http://support.microsoft.com/kb/304428/EN-US/

Hope it helps,

Hunter57
Just huntin for some data.
http://churchmanagementsoftware.googlepages.com
 
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