I'm trying to find a rapid way to split, export, and possibly email a list of records based on location & manager fields. I have a table in Access 2007 with each record's location, manager, and supervisor listed, as well as other data. What I would like to accomplish is to have this data split into sections for each supervisor that contains their data, a section for the manager that contains all of their supervisors' data, and a section that contains all data for an entire site, each of which would then be exported into a copy of a template Excel 2003 file for some graphs & such to be automatically created around the data.
Right now I manually sort & filter the data, then copy and paste it into the Excel template and send it off to the respective supervisor, manager, or site manager. There are around 2000 records a week, from a handful of sites, each with managers and supervisors. I would like to automate this task. I have attached a basic table with my layout in case I'm not making very much sense.