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  1. #1
    Midlands25 is offline Novice
    Windows 8 Access 2010 64bit
    Join Date
    Oct 2015
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    1

    Variance reports

    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?

  2. #2
    ranman256's Avatar
    ranman256 is offline VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,550
    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

  3. #3
    ItsMe's Avatar
    ItsMe is offline Sometimes Helpful
    Windows 8 Access 2013
    Join Date
    Aug 2013
    Posts
    7,862
    I would say you should be using Forms and or Reports.

Please reply to this thread with any new information or opinions.

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