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  1. #1
    Tuckejam is offline Competent Performer
    Windows 10 Access 2010 64bit
    Join Date
    Jan 2020
    Posts
    168

    "Big picture" understanding of how reports work

    Really no idea what I'm doing with reports

    I'm trying to understand the data behind reports

    For example lets say I want to have a report that shows all of the transactions for a month, and then also a breakdown of money spent by category (see example below)

    before I even get to how to lay this out in the report. will I need a query for payments in the date range, and query for deposits for that date range, and query for totals by category for that date range?

    Or can I actually pull all of that data directly to the report from the transactions table?

    just trying to understand the bigger picture of how reports work, Thanks


    REPORT TITLE

    Payments-
    food for meeting - $350
    Loan to chpt1 - $1000


    Loan to chpt9 - $1000
    Venue fee for mtg - $125
    Total - $2475

    Received
    Chapter 1 Dues - $975
    Chapter 2 Dues -$850
    Chapter 2 Fine -$200
    Total -$2025


    Totals By Category
    Loans -$2000
    Meeting cost -$475
    Dues -$1825
    Fines -$200

  2. #2
    ranman256's Avatar
    ranman256 is offline VIP
    Windows Vista Access 2010 32bit
    Join Date
    Apr 2014
    Location
    Kentucky
    Posts
    9,521
    always use queries, since you can alter them easily.
    make a form, with txtStartDate, txtEndDate. These will be used as the date range in the query.

    the query will be like Q1:
    select * from table where [EventDate] between forms!fMyForm!txtStartDate and forms!fMyForm!txtEndDate

    then the report will use Q1,
    the report ignores any sorts in the query. These are set in the report under GROUPS/SORTING.
    add your Group band to sort.

    you can also set the reports to either show all records (for you) or only 1 client:

    all records:
    docmd.openReport "rMyRpt",acViewPreview

    1 client record:
    docmd.openReport "rMyRpt",acViewPreview ,,"[ClientID]=" & me.txtClientID


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