infopath and reports

[Stephanie]

Very new to infopath and not sure if this is the application to use. Here is
what I'm trying to accomplish

Need to generate a status report of 20+ accounts with daily updates of what
we call status comments and status (using repeating table). (it is for
tracking comments that are changed on a daily basis in excel) Right now I am
filling out a form for each account manually so I get 20 forms from excel -
what I am trying to do is get one report or combined all the forms into one
master form that will show each account with its repeating table so I can
review history of all in one file instead of opening each individual form.

Thanks for you help!!!

 

[Kalyan G Reddy MVP (GGK Tech)]

Hello

Did you try the Merge feature in the Infopath. Using this merge feature you
can merge multiple Infopath xml's into One Infopath XML

Read the link below
http://msdn2.microsoft.com/en-us/library/aa202691(office.11).aspx

I hope this will help you

 

[Stephanie]

thanks - that kinda helps. except each form is for a seperate account
(client). ABC Store form and XYZ Store form. both have repeating table so I
can update new notes for the day. I'm trying to create one aggregated form
or report that shows all the accounts and their repeating tables.