[MS ACCESS] Form to Report assistance
 

I am working on a DB and I am stumped as to how can I generate a report that will showcase just the information on the entry form as a report. I tried creating a 'preview report' button but it just displays ALL information that was entered into the DB.

This database is supposed to keep track of insurance carrier's monthly statements. A user would enter the premiums and commission amounts. The subform on the Statement Entry screen is tied to the carrier, so it will show the total amount (premium,commission,cancel commission,cancel premium) of the carrier's figures that have been previously entered. Now if the user hits the 'preview report button' it will show all entries, regardless of the carriers. I tried creating a search screen but it did not work at all.

I would greatly appreciate it if somebody knowledgeable in Access could assist me or go over the DB and spot where my error is. it is not totally complete but this is just a bump in the road.

You can access the DB i am referring to at: http://fastbreaknyunltd.com/CashRecieptsAnalysis.zip

Thanks a lot

crossova:

I'm on it. Meeting for an hour, then i'll be back.

Quick tip: Create a new report that feeds from the same datasource, then link it to your primary key from the record you are viewing in the form. It will have all of the fields that the form has.

Thanks. I am working on it now. I found a small walk through on M$' site ("create a form to enter report criteria").

Right now I made a unbounded form and I am attempting to create a query where it will output the data which the end user is seeking.

Crossova: Finished it. Create a report based on the table that the form is based on. In the criteria field for Unique ID, place the following: [forms].[statenententry].[txtID]

txtID is a field you will add to the form containing the Unique ID for the record. This took me so long because you spelled statement wrong in your form name. =P I was trying to get [forms].[statemententry].[txtID] to work and it kept popping an error. Tie this report to an open procedure on a button for print preview. It will only work while Statenent Entry is open.

Take a look at some documentation on naming conventions, I think it can make your work flow a bit better. I'll drop a good source on the board later, I don't remember it right now.

Hope this works for you.

I just got back from lunch. I'll try this out as soon as i get a chance. Thanks for the help, its greatly appreciated.

Did you mean create a Query? b/c there isn't a 'criteria' field to enter customize the output on reports. Or is 'criteria' supposed to be 'control source'

:thumbsup: Got it to work. I had to step away from looking at your instructions b/c i was over analyzing it...i actually created a Macros and made the condition where: [Forms]![Statemententry]![txtID]=[Statement_Entry]![Unique ID].

Then I assigned the Macros to the the 'preview report button'

Thanks for the help

No worries. Let me know if you need additional help.