Help Please!

[Andre Adams]

I'm new to Microsoft Access and I'm trying to create a database in-house for
our brokerage firm. The report consists of transactions done every day with
about 20 or so defined fields. We currently have about 24K transactions from
last year in the database.

Every transaction has a client, of which, I have over 40. I want a report
that will give me the client, total commission, and total quantity. (All
while summing by the client). For instance, If client ABC has 500
transactions, I need for it to show him only once while summing all the
transactions.

And if possible, can access show the data in this manner?

Client Total Quantity Total Commission

 

[Duane Hookom]

This sounds like a report based on a totals query. Do you know how to create
queries/total queries? Or am I missing something significant that you haven't
mentioned?

 

[Andre Adams]

Thanks for your quick reply sir.

2 things.

(1) I cannot get Access to summarize the clients. I tried "Group by" it
didn't work,
they still show as individual transactions.

(2) I need to have Access show me the data within a specific date range.

Can this be done?

 

[Duane Hookom]

Please provide significant information about your tables and data. We don't
have a clue regarding your system.

You can limit a query, report, or form to a specific date range by using a
form with a couple text boxes on it to "filter" your records in your query.