Trouble designing weekly report

[David R.]

I work with a company who receives and processes payments. We have a
weekly report that we do with excel. The report has four main areas.
(1) Dollars received (2)Dollars disbursed (3) # Transactions Received
(4) # Transactions Disbursed.

Each area has detail to it (e.g. dollars received shows Checks,
Electronic payments or real cash. Dollars disbursed shows the various
places (6) where the monies go.

I have set up a report in tabular format in Access to duplicate the
excel spread sheet. The data has been set up in 2 tables, Dollars and
Transactions. I have created on query to pull all dollar and
transaction related info needed for all four areas. I would like to
print a report that has one page for each area and can be printed from
one report in Access. I am absolutely baffled how to do it. I can't
figure how to do it with grouping and don't know if we should do with
subreports.

Can someone at least point me a direction? If above info is not
enough, send me questions. Thanks from someone who took 2 courses in
Access and feels helpless. I am strong with excel, but access is a
little unwielding at first.

Dave

 

[Jesse Avilés]

If I understand correctly you a table where you enter
monies received and monies disbursed.
Table 1
PrimaryIndexField as Autonumber?
QuantityReceived as Currency
ReceivedAs as Lookup (check, cash, EFT)
DateReceived as date

Table 2
PrimaryIndexField as Autonumber?
QuantityDisbursed as currency
DisbursedTo as Lookup (names of the disbursement clients)
DateDisbursed as date

You may then create 4 reports, one for each area and
maybe use the date of the transaction as parameters to
limits the information on each report. The create a
fifth unbound report and include the previous 4 reports
as subreports in it. Hope this helps.

Jesse Aviles
[email protected]
http://home.coqui.net/monk