Create a custom header upon opening a report

[BStortz]

Hi all,

I am creating a database from scratch for a home business for sales. I would like that when I open a report that is for a new client on the fly I can input the header custom as I open it. Basically, I have an "add item" box in the main table that populates a query that the report is based off then when I open the report I would like it to add the clients name. The potential client wouldn't be in the system yet so I would like it to ask me what the first, last is and it populates the header.



Better yet if I could do it off of a form so it does enter the name of the client into the database at the same time as opening the form that'd be great.

I have looked up online about how to do this and I forgot how (did database work like two decades ago and forgot how the code works so now when I look at it it is like gibberish to me).

Any insight, where to read up, or help is very appreciated.

Thanks,

BStortz

[June7]

If you want the name entered into database, exactly what is the issue? Create record on form, commit to table, open report filtered for that client. A button on form could have code like:

If Me.Dirty Then Me.Dirty = False
DoCmd.OpenReport "report name here", acViewPreview, , "ClientID=" & Me.ClientID

[BStortz]

I see what you are saying and know about that just was overthinking something that is actually relatively simple trying to do it all off the report which didn't make sense to me since adding to the DB is not a report function but a form one. I could just run the form to enter the data then use the query attached to the report to pull the info. Simple enough.

Unless you think there is a better way.

Thanks

[BStortz]

Actually, I think I am overthinking this. Its been over twenty years since I have done anything with databases but I remember a way to have an "unbound" area that is not connected to anything but does ask to be filled in. That is what I need.

I made a new form for the client and prospective client lists so that isn't an issue. This is more of making a quick on the fly custom report just with the prospective clients info in real quick without entry into the DB.

Thanks again

[madpiet]

So where is your question?

you could create a query that points to an open form where the users fills in the form to collect options, and then you can display that on the report... you'd just have to point to the open form's controls

[BStortz]

Again, I guess I do not know how to word this correctly. It does seem very simple to me. I just need a header that is unbound that when I open the rpt it asks what nameI need for the header. The name is just for the header. Something I do not have to go into the design each time to update. If that is the only workaround then so be it but I know there is a way that when you click on the report it will ask for the information and then open the report with it there. The report is connected to a checklist of items but the client is not in the database as of yet. Just a quick list of items and customized name of the client for the header.

[davegri]

Add a textbox in the report header named rptHeader. Add this event to the report:

Private Sub Report_Load()
    Me.rptHeader = InputBox("Prospect Name")
End Sub

Code gives you this:


and so:

[Micron]

Why not just put potential clients in the same table and use 2 date fields to handle their status? One for active, the other for inactive. Then base your report on that. If you want to see potentials, both dates are null. For active, Inactive is null, etc.

[BStortz]

I understand what you are saying but I have to create a report pretty much immediately with little information. Eventually the clients databse will be removed completely due to security. I do not want personal information in the same area as product information so I am trying to set it up where relatively soon when it isn't just myself and my partner it is already separated. I am currently trying to get the above code to work but haven't been able to do so but have only tried once.
Unless I am missing something. This sucks because I knew all of this twenty years ago lol.

[BStortz]

Working on this now. Tried once and failed but it seems pretty basic especially since you gave the code.
Very appreciate it and will update in a few if i figured it out.

[BStortz]

Awesome! Worked great! Just had to rename the text box that is where I was lost lol.

Thanks again!!