I am fairly new to access and was wondering if someone could walk me through reports or provide a source for learning.
For item one, I have excel sheets that I would upload into the system daily with the following headers.
Event Number Location Facility Received Date Type Referral Name Referral Date
I want to be able to run the following reports.
- How many events per location with their specific type.
- Break down by date or week for items put in over time.
- How many items a specific person has and their event numbers
- How much time has elapsed from both the received date and the referral date.
For item two, I have another excel sheet that has the following items.
Title Type Department ELT/Supervisor Owner Effective Date Date Evaluation Completed Evaluation Status Tier 1,2, or 3
I need to do the following for each different owner
- Mark all items that are tier 1 or 2 and have an effective date older than a year with an evaluation that is older than a year marked red or past due.
- Mark all items that are tier 3 and have an effective date older than two years with an evaluation older than two years marked red or past due.
- Have a percentage of compliant to past due items.
- Make any item without a tier pop up on a report.
- Create a report for each ELT member of all documents.