How will I view a monthly profit or loss ?

[Mehvan]

Hello Everyone

I made an automatic profit or loss in MS Access 2010 , but I want to make a Monthly Profit or Loss
I have (First Time Invoice , When the begin First Year of course we will need to have : FirstInvoice , PurchaseInvoice, ReturnPurchaseInvoice , SalesInvoice and ReturnSalesInvoice) on Papers I can do it , but I can't do it in MS Access

For Example : Total price of items in Store for this month
Customers Debt


Suppliers Debt
Expenses
Amount in the fund or in the bank on your account

But the rest of the debts of customers or suppliers must be carried over to the next month and so on
and also should appear to me last months as a report even I know which months is better and which one is not good

Can Someone help me with an Example , please ?

[ranman256]

start with a form to query from....it will have 2 text boxes, txtStartDate, txtEndDate
you fill in the date range to query, 1 month to view.

build your base queries to pull data from the tables based on the form date:
qsCustDebt = select * from tCustomerDebt where [date] between forms!myForm!txtStartDate and forms!myForm!txtEndDate

same with other tables.
once you have all the queries, then you can put them in a master query to calculate profit/loss.

[Mehvan]

thanks for your help

But how I show each month separately in one report ?
for example : january - 2018 = 200 $ profit
February - 2018 = 300$ loss
March - 2018 = 500$ profit and so on

[ranman256]

your queries would join together on ClientID and Month
(month would be a virutal field in each query : month([date])

then calc profit/loss on the joined record.

[Mehvan]

thanks a lot ranman 256 for your help