Filter in Report Properties

[rhoneyman]

We use Access to create our Accounts Receivable report. Under Office 2003,
we were able to go to Report Properties Data to set a temporary filter on
Customer Number (setting Filter to Yes). This no longer works in 2007. Any
ideas why, even though 2007 seems to allow the same functionality?

Thanks.

Best regards,

Bob Honeyman

 

[Allen Browne]

When are you doing this? And in what view?

It should work if you open in Preview or Normal, and use the Open event of
the report to set its Filter and FilterOn properties.

There is a new FilterOnLoad property, but it should work even if you have
that set to No.

Can you confirm your code is running? It may not if you have not told Access
you trust the folder where your database resides.

 

[rhoneyman]

1. Open MS Access
2. Click on Reports
3. Right click A/R Report
4. Select Design View
5. Open Properties
6. Choose Data tab
7. Fill in Filter information isolating desired customer number
8. Set Filter On Load to Yes
9. Allow Filters is set to Yes

When I run this today, it returns all customers, not just the one.

 

[Allen Browne]

You are manually entering a Filter, in design view?

I don't think that's a reliable approach. Too many other things could affect
that (such as using OpenReport with a WhereCondition.)

Use a form to select the customer you want, and then open the report from
there so it is correctly filtered. Alternatively, use a parameter query
where you can select the customer.

Here's an example of how to select the customer from a form:
Print the record in the form
at:
http://allenbrowne.com/casu-15.html

 

[rhoneyman]

Yes. I've been doing that for years. It has always worked for me and my
small group. We are close to a major system change and the last thing I want
to do is spend any cycles improving processes on an EOL system. So, did the
change from 2003 to 2007 force me to do just that? :7)

 

[Allen Browne]

I'm not sure what's changed for you, but it's not the ideal interface.

Can you set up a form to launch the report?