Filtering a report

[tarhim47]

Hi,



Im having some trouble filtering my report.

Basically, I have a form which gathers data on new business. This new business can either be for a new client or an existing client. I inserted a check box in the form to use to distinguish between the two - selected (true) = existing client and deselected (false) = new client.

I want to prepare a report which shows the status of the new businesses on any given day. Somthing like this:

Status - open or closed (open - still chasing new bus; closed - have stopped chasing new business with this client)

Score - new or no go (new - lead was converted into new business; no go - lead was not converted into new business)

Here is where Im having trouble.

When I try to further break-down the report between existing and new clients, the report breaks them down between true and false. Is there a way I can change the label on these heading. I tried to change them but when I do both of the headings change at the same time which kind of defeats the purpose.

Please see attached .pdf of the report that is produced. Im not able to upload the dabse as it is too large.

Thanks for your help!

[RuralGuy]

Im not able to upload the dabse as it is too large.

Have you tried a Compact and Repair first and then Zip up the results?

[tarhim47]

It's still too large - 4.33MB. Are you able to open the .pdf file?

[RuralGuy]

The pdf is not attached either.

[tarhim47]

Now attached.

[RuralGuy]

Reports are pretty flexible in Access. You can use a query as the RecordSource of the Repost and create addition fields to sort or filter on if you want.

[tarhim47]

Yes. But the problem is that I want to display all the data on the same report. I can certainly use queries to seperate out existing data by using a criteria of true and new clients by using a criteria of false. But how do I show the results of both of the queries on the same report but seperated out?

[RuralGuy]

I am not suggesting using more than one query as the RecordSource of the Report. You can sort on New/Existing clients and you can also create a new field equal to whatever you want based on the New/Existing value. I guess I don't really understand your issue, sorry.

[tarhim47]

I have now uploaded the dbase having deleted all extra items. Please take a look and see if you cant help me out.

Thanks!

[cheshire_smile]

What do you want it to say instead of "True" or "False"?

[cheshire_smile]

Set the control source for the control called "New clients" on your report to:

 
=IIf([Existing client]=True,"Yes, these are existing","No, these are not existing")

[tarhim47]

Thanks buddy!!! Worked perfectly. What an elegant solution.

[tarhim47]

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