Microsoft Access 2010 CHAPTER 4 Creating Reports and Forms Camashaly Design AC 209 - AC 265

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Access Chapter Reports and Forms Camashaly Design Client Financial Report

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Microsoft Access 2010 CHAPTER 4 Creating Reports and Forms AC 209 - AC 265

Project — Reports and Forms
Camashaly Design has realized several benefits from using the database of clients and analysts. Camashaly hopes to realize additional benefits using two custom reports that meet their specific needs. Figure 4 – 1 shows the first report, which is a modified version of an existing report. The report features grouping. The report shown in Figure 4 – 1 groups records by client types. There are three separate groups, one each for the three possible client types: NON, RET, and SER. The appropriate type appears before each group. The totals of the Amount Paid, Current Due, Total Amount, and Hrs YTD fields for the clients in the group (called a subtotal) appear after the group. At the end of the report are grand totals of the same fields.

Figure 4 – 2 shows the first page of the second report. This report encompasses data from both the Business Analyst Table and the Client table. Like the report in Figure 4 – 1, the data is grouped, although this time it is grouped by analyst number. Not only does the analyst number appear before each group, but the first name and last name of the analyst appear as well. Like the first report, this report contains subtotals.

Camashaly also wants to improve the data entry process by using a custom form, as shown in Figure 4 – 3. The form has a title and a date. It does not contain all the fields in the Client table, and the fields are in a different order than in the table. For this form,
Camashaly likes the appearance of including the fields in a grid.

Regular Price: $20.00

Special Price: $15.00

Details

Microsoft Access 2010 CHAPTER 4 Creating Reports and Forms AC 209 - AC 265

Project — Reports and Forms
Camashaly Design has realized several benefits from using the database of clients and analysts. Camashaly hopes to realize additional benefits using two custom reports that meet their specific needs. Figure 4 – 1 shows the first report, which is a modified version of an existing report. The report features grouping. The report shown in Figure 4 – 1 groups records by client types. There are three separate groups, one each for the three possible client types: NON, RET, and SER. The appropriate type appears before each group. The totals of the Amount Paid, Current Due, Total Amount, and Hrs YTD fields for the clients in the group (called a subtotal) appear after the group. At the end of the report are grand totals of the same fields.

Figure 4 – 2 shows the first page of the second report. This report encompasses data from both the Business Analyst Table and the Client table. Like the report in Figure 4 – 1, the data is grouped, although this time it is grouped by analyst number. Not only does the analyst number appear before each group, but the first name and last name of the analyst appear as well. Like the first report, this report contains subtotals.

Camashaly also wants to improve the data entry process by using a custom form, as shown in Figure 4 – 3. The form has a title and a date. It does not contain all the fields in the Client table, and the fields are in a different order than in the table. For this form,
Camashaly likes the appearance of including the fields in a grid.

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