Creating monthly report button on switchboard in access 2007

Status
This thread has been Locked and is not open to further replies. Please start a New Thread if you're having a similar issue. View our Welcome Guide to learn how to use this site.

natters12

Thread Starter
Joined
Apr 18, 2019
Messages
2
Hi. I have created a very simple 2 table, 2 form database for storing 1. client data and 2. other activities for a small not for profit. I need non tech savvy staff around the country to be able to run a monthly report for the previous month for head office stats. Ideally a push button from the switchboard without the need to enter any criteria. I have successfully created a query for each form which pulls data from the last 30 days, and a macro to display this on the switchboard. But not all months have 30 days, and I do not need all fields from the form to be on the monthly report. I then tried to create a filtered field report from the query, and had success designing my report and excluding the fields that were not needed. But the date criteria do not carry through, and the report just pulls out all data in the database. So I need my filtered field report with filtered dates to always pull from the last calendar month. Please help!
 

natters12

Thread Starter
Joined
Apr 18, 2019
Messages
2
I will just add that our ideal would be to have all databases on a server, each staff member having password only access to their region's database, and at the push of a button each month all data to transfer to a central database accessed by national office staff. I have used file maker databases with this set up before and it works really well, but for now and for my tech ability I think the monthly report is the way to go.
 
Joined
Jul 9, 2018
Messages
561
First Name
Jack
Hello Natters12,

I typically pull this type of information by adding criteria to the WHERE CONDITION within your button MACRO (under the OpenReport options).

For example you could use [YourTable]![YourDateFieldName] Between DateSerial(Year(Date()), Month(Date())-1,1) and DateSerial(Year(Date()), Month(Date()),0)

I hope this helps,
 
Status
This thread has been Locked and is not open to further replies. Please start a New Thread if you're having a similar issue. View our Welcome Guide to learn how to use this site.

Users Who Are Viewing This Thread (Users: 0, Guests: 1)

As Seen On
As Seen On...

Welcome to Tech Support Guy!

Are you looking for the solution to your computer problem? Join our site today to ask your question. This site is completely free -- paid for by advertisers and donations.

If you're not already familiar with forums, watch our Welcome Guide to get started.

Join over 807,865 other people just like you!

Latest posts

Staff online

Top