L
Lawrence
I am building a relatively simple application and have made some progress but I'm stuck on the reports. Hope you can help me out! I have two questions:
1) The db I am building will track billing and progress notes for my staff. Each note will correspond to one billing entry and will be about one client (of many) and written by one staff (of many). Each day, many notes may be written about a given client; each note may be authored by the same or by different staff. So client X may have 4 notes written by John, 6 by Susan, 1 by Elsa, etc. I have tables: Staff, Client, Note (which contains all the data needed for the billing report, so I don't need a separate billing table). So far so good.
Now I need to design a report to print all the notes written about client X. The user who prints the report will need to be able to select client X -- or whatever client will be the subject of the report -- from a list of all clients. At least that is what I think I want to do so the user won't have to type in the last name, first name or other id. I just can't figure out how to do it, though I really have tried! I do have a form already (data entry for notes) that includes controls where the user selects the client by name from a list. I know this control should be useful, but... Once I figure this report out, I imagine it will be easy for me to use the same model to print a report of all billing by staff Y for date mm/dd/yy, in which the user begins by selecting the staff from a list.
2) The other problem I am facing is that we need to make sure notes only get printed once (in other words, that printed reports will not contain overlapping data). So I'm thinking that maybe when the report is printed, each note can be somehow marked as "printed" so that actually my report would be filtered for all notes for client X that have not yet been printed. I have no clue how to procede with this one. Hope this makes sense. Thanks so much for any help you can provide.
1) The db I am building will track billing and progress notes for my staff. Each note will correspond to one billing entry and will be about one client (of many) and written by one staff (of many). Each day, many notes may be written about a given client; each note may be authored by the same or by different staff. So client X may have 4 notes written by John, 6 by Susan, 1 by Elsa, etc. I have tables: Staff, Client, Note (which contains all the data needed for the billing report, so I don't need a separate billing table). So far so good.
Now I need to design a report to print all the notes written about client X. The user who prints the report will need to be able to select client X -- or whatever client will be the subject of the report -- from a list of all clients. At least that is what I think I want to do so the user won't have to type in the last name, first name or other id. I just can't figure out how to do it, though I really have tried! I do have a form already (data entry for notes) that includes controls where the user selects the client by name from a list. I know this control should be useful, but... Once I figure this report out, I imagine it will be easy for me to use the same model to print a report of all billing by staff Y for date mm/dd/yy, in which the user begins by selecting the staff from a list.
2) The other problem I am facing is that we need to make sure notes only get printed once (in other words, that printed reports will not contain overlapping data). So I'm thinking that maybe when the report is printed, each note can be somehow marked as "printed" so that actually my report would be filtered for all notes for client X that have not yet been printed. I have no clue how to procede with this one. Hope this makes sense. Thanks so much for any help you can provide.