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Somebody has told me that they would like to generate their own reports in
Access. This person does not know access at all, so I need to come up with a
way to make this as user friendly and efficient as possible.
I'm working off one master table that uses one lookup table. This basically
is a list of documents received, who they were from, what the date was, what
it was about, document titles, legal issues, etc.... Legal stuff.
Users are entering data into the database via an input form.
My thought was to use this same form and utilize the Filter By Form feature.
Here's what I've done and where I'm stuck:
I created a read-only replica of the input form so no accidents would happen
if they started typing into the form by accident.
I created a button that puts the form into Filter By Form mode. This,
unfortunately, makes the other command options on the page unavailable.
I've tested several filtering criteria and it works fine.
I want the person to then view the results in datasheet mode to make sure it
is what they want. I've can do this.
Here's where I'm stuck.
If the data is what they want, they'll want a report from it. It is enough
data that the datasheet view will not print well.
I want them to click a button that saves the filter as a query (query name
forced), and then prints a previously created report that is based on that
query. It should prompt them for three things... 1) The report name, which
will be placed in the report header automatically (need help with that). 2)
Sorting criteria #1. 3) Sorting criteria #2. The sorting criteria is
necessary because the data would need to be sorted by at least the date, and
probably one other criteria and then the date as a secondary sort. Ideally,
they would choose these sorting options from a drop down box.
I'm frustrated because the "save to query" option disappears when I apply
the filter... which means it would need to be saved before the filter is
applied. Backwards, but I can live with it as long as I can figure out how
to force the query name behind the scenes. That, plus creating the prompts
would really, really help me out.
Thanks for anybody willing to help me with this.
Access. This person does not know access at all, so I need to come up with a
way to make this as user friendly and efficient as possible.
I'm working off one master table that uses one lookup table. This basically
is a list of documents received, who they were from, what the date was, what
it was about, document titles, legal issues, etc.... Legal stuff.
Users are entering data into the database via an input form.
My thought was to use this same form and utilize the Filter By Form feature.
Here's what I've done and where I'm stuck:
I created a read-only replica of the input form so no accidents would happen
if they started typing into the form by accident.
I created a button that puts the form into Filter By Form mode. This,
unfortunately, makes the other command options on the page unavailable.
I've tested several filtering criteria and it works fine.
I want the person to then view the results in datasheet mode to make sure it
is what they want. I've can do this.
Here's where I'm stuck.
If the data is what they want, they'll want a report from it. It is enough
data that the datasheet view will not print well.
I want them to click a button that saves the filter as a query (query name
forced), and then prints a previously created report that is based on that
query. It should prompt them for three things... 1) The report name, which
will be placed in the report header automatically (need help with that). 2)
Sorting criteria #1. 3) Sorting criteria #2. The sorting criteria is
necessary because the data would need to be sorted by at least the date, and
probably one other criteria and then the date as a secondary sort. Ideally,
they would choose these sorting options from a drop down box.
I'm frustrated because the "save to query" option disappears when I apply
the filter... which means it would need to be saved before the filter is
applied. Backwards, but I can live with it as long as I can figure out how
to force the query name behind the scenes. That, plus creating the prompts
would really, really help me out.
Thanks for anybody willing to help me with this.