Creating a Form That Generates Monthly Reports

[mdlasd]

This is a beginner's question for sure, but wanted to see if I could help with MS Access forms. My company wants me to create a new type of form in which we would use to pull monthly reports from the data entered into that report each day. How do I go about creating a form that stores all of the inputs so future reports can be generated based on the data entered? I don't need any prior data for this form - I know what I want the form to include and I would need to start tracking the data moving forward.

Thanks!

[ssanfu]

How do I go about creating a form that stores all of the inputs

Just to be clear, forms do not store data. Tables store data. Forms and reports are how you view the stored data. Forms/reports can be bound to tables/queries. A query can join many tables together to create a "virtual" table.

I don't understand the question. If you are already entering the data into tables, then just create the report. Could you explain more about your dB?

[June7]

Agree with Steve. Build report. Apply filter to report so only desired records are viewed. This is basic Access functionality.

[mdlasd]

Thanks for the follow-up and again, I apologize as I'm just learning Access now and am sure this is a very basic question. We currently have a form that documents certain metrics at the end of an employee's shift that our supervisor fills out (# of tasks completed, unfinished, etc). It currently is stored as a .doc file, which makes pulling data challenging to say the least. My idea was to use an Access form to have the supervisors input the data there and then we can run reports/graphs based on that data over time..but from what you're saying, I don't think that's even possible.

So would I need to create a table of the above "metrics" that are currently being documented, then create a form, but how do we continue to archive that data to compare our performance over time? I've used Access before to run queries and import data from excel, but I was trying to build a virtual form for the supervisors but then somehow make sure that data is saved moving forward so we can compare using benchmarks.

Hopefully this makes more sense - thanks for your patience with me!

[June7]

You have a paper form where data is entered then transferred to a .doc file (Word document with tables)?

If you want to convert to Access database then build table in Access, bind a form to the table and enter the data. Data will pass to the table from the form.

Then build reports based on the data in table.

You may be able to import the old data into the Access table if you want.

[ssanfu]

Have you started developing the dB? Post the dB for analysis. Ask more questions.

You can have a form, but there needs to be somewhere to store the data. Once you have the data is the tables, you can do comparisons, see the change in metrics over time, etc. Create reports for hard copy.
Show us what you have - we'll make comments, suggestions.

And welcome to the forum...