Variance reports

[Midlands25]

I am trying to create some reports to be used by sales staff to provide live information



I have created one table for forecast information - holds their unique rep code and the sales per customer by month (defined by year and period to keep it tall instead of wide)

The second table I have created holds the actual sales where sales will be added each evening

From here I would like to be able to create a query where they can each go in to view their figures in summary per customer for the current period but when testing a few things in queries I think I'm linking the tables - should I be using query or report?

[ranman256]

Depends. I have people that like the reports (they can't be changed) and can be emailed as PDFs.
others want excel sheets so they can format and modify.

i have a form, the user picks a 'report' from a list box. They set either PDF (report) or Query.
the Open button then does eeither docmd.openreport or docmd.trandferspreasheet

[ItsMe]

I would say you should be using Forms and or Reports.