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  1. #1
    cocapuff is offline Novice
    Windows 10 Access 2013 64bit
    Join Date
    Dec 2019
    Posts
    1

    Question Monthly and Daily Reports

    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.
    1. How many events per location with their specific type.
    2. Break down by date or week for items put in over time.
    3. How many items a specific person has and their event numbers
    4. 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
    1. 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.
    2. 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.
    3. Have a percentage of compliant to past due items.
    4. Make any item without a tier pop up on a report.
    5. Create a report for each ELT member of all documents.

  2. #2
    ranman256's Avatar
    ranman256 is online now VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,521
    Make a form with 2 text boxes: txtStartDate and txtEndDate.
    all queries use these for the time range; daily,weekly,etc. ,in the report.

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

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