Setting up a query or report

[Jessica]

Every first of the month i have to submit a report which contains the
following informaiont: Total # of clients beginning of month, Total # of New
clients, Total # close clients and total # clients receiving services at the
end of month. What's the better way to obtain this information. i would like
to do it in a report format. Basically how it works is Number of clients from
previous month+ new-close=total end of month. I hope i'm clear.

 

[joecosmides]

Every first of the month i have to submit a report which contains the
following informaiont: Total # of clients beginning of month, Total # of New
clients, Total # close clients and total # clients receiving services at the
end of month. What's the better way to obtain this information. i would like
to do it in a report format. Basically how it works is Number of clients from
previous month+ new-close=total end of month. I hope i'm clear.

How do you determine who is new, old, closed, and receiving services?
Is all this information in one table? Are they check boxes or drop
downs?

I need more info but I might suggest for simplicity's sake creating
the queries for each of the criteria you need. Example: One query for
new customers, another query for closed clients, another query for
clients receiving services, etc. You can create a report the same way
you create a form. Instead of choosing to create a form, just create a
report. You then choose the query for that report. You drag all of
your fields over to the report just like you normally do with a form.
Create 4 seperate reports and use each of those queries for the
appropriate report it belongs to.

It might be better for you (If you prefer looking at the data in
excel) to create the forms instead of the reports and set the form
properties "Default view" to Continuous Forms. You can then export the
data on the screen into Excel. You would need to tie the form to the
appropriate query. You still need to create those seperate queries. I
guarantee an expert Access programmer could tell you how to do it
better but usually it requires vb code or complex query strings.
Depending on your level of expertise with Access you may want to keep
it simple.

 

[John W. Vinson]

Every first of the month i have to submit a report which contains the
following informaiont: Total # of clients beginning of month, Total # of New
clients, Total # close clients and total # clients receiving services at the
end of month. What's the better way to obtain this information. i would like
to do it in a report format. Basically how it works is Number of clients from
previous month+ new-close=total end of month. I hope i'm clear.

Create an appropriate Query for your table structure and base the report on
that Query.

If you would like help doing so please post a description of your tables.
Nobody here can see them.

 

[Jessica]

Yes i do have fields specify if a case is open, new or close