Simple Database that can produce reports

[dkmee90]

Hi Everyone,

I am a small business owner in the financial services industry in the UK and I am looking at the possibility of building my own database that would then be able to produce various reports from.



I would need different tables that contain Client Information, Policy Information (perhaps a table for each policy type) and also a list of new business. From my basic understanding, you can link the tables together with a primary key?

The next part is the piece I am not too sure of. I would like to produce reports from the system that detail the new business that has been written that could be mainly automated from the information within the tables although some sections would need areas that I could free type into to personalise them.

Is the report something that could be generated from within Access, or would it be better to be able to link the information into a Word template?

I'm not sure if this is something that is allowed through this website but as I don't have the required skill set, I am looking for someone that could potentially build an Access database for me with the above requirements? I would obviously provide much more detail to said individual but I wanted to see if this is something that anyone would be interested in first.

If you are interested, please could you reply to this thread or send me a PM with a rough estimate of how much you would want for completing the work?

I look forward to hearing back.

Many Thanks

[CJ_London]

From my basic understanding, you can link the tables together with a primary key?

sort of correct, you would link a Foreign (or Family) key to a Primary Key. Suggest you also bone up on relationship types - there are three
One to One - link primary key to an indexed, no duplicates foreign key - rarely used, implies a design fault except where there are security issues and users are not to be privy to certain data or linking 'add on' fields to data in other systems
One to Many - link primary key to an indexed, duplicates OK foreign key - (e.g. customer>invoice header>invoice details)
Many to Many - from both tables link primary key to an indexed, duplicates OK foreign key in a third 'joining table' (e.g. students to classes - one student has many classes, one class has many students)

I would like to produce reports from the system that detail the new business that has been written

easily done if you can define what is 'new business' - perhaps based on date

some sections would need areas that I could free type into to personalise them.

you wouldn't do this on a report, you would use a form (but might be able to have a button on a report that opens a form)

Is the report something that could be generated from within Access, or would it be better to be able to link the information into a Word template?

depends on the report

I am looking for someone that could potentially build an Access database for me with the above requirements?

happy to provide a quote, please PM me

send me a PM with a rough estimate of how much you would want for completing the work?

depends on what is actually required

[dkmee90]

Hi Ajax,

Thank you for your response.

I am happy to provide more information on the potential project although I can't see an option to PM you, I believe my account is awaiting activation.

My Skype ID is in my bio, please feel free to add me there in the meantime.

Sorry I'm new here :0

Thanks