I need help emailing letters to individual email addresses

I need to preface this message by saying that while I have a lot of experience creating databases and working with macros, I have next to no experience with VB coding so any help I receive I really need specific help doing what I need to.Basically, I have a database where I run a report that is basically an hours status letter that runs for customers based on some criteria of number of hours remaining and activity in a month.  The result is a report that contains several letters, one for each customer and I am currently printing the entire report, parsing out each customer's report and mailing it.What I would like is an automated way to generate each customer's letter and email is a pdf attachment.  I have gone through various other threads and have seen references to recordsets and looping but due to my novice status, I am unable to figure out how to apply this information to my database and integrate it in. I understand this is a novice question and that anybody who responds will need to give me some handholding to walk me through how to get this code in and how to customize it with my database.  Thanks very much, any help is greatly appreciated.
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Patrick MatthewsCommented:
Without going into a ton of detail, this sounds like the sort of thing Word's Mail Merge was made for.  Word is content to use Access as the data source and Outlook as the delivery mode for a Mail Merge.
Tony HungateDirector of TrainingCommented:

When you get a chance checkout this article, you can probably skip the first portion of it since you said you have been creating DBs for  while now.  But i may be a good starter for you see how and where the VBA portions start to come into it.


Jeffrey CoachmanMIS LiasonCommented:
The thing here is that you cannot simply Email a report, you have to specify a format
(RTF, XLS, PDF, ...ect)

You did not specify your version of Access.
The is important because, in order to create a PDF, you will need an External utility for Access 2003 and older.
You will need to PDF Addin installed for Access 2007 and newer.

Here is a sample of both:
Access 2003 an older, PDF and RTF
Access 2007 PDF and rtf

I am sure with your experience you will be able to read through the code and tweak/troubleshoot it to work in your database.



Newly released Acronis True Image 2019

In announcing the release of the 15th Anniversary Edition of Acronis True Image 2019, the company revealed that its artificial intelligence-based anti-ransomware technology – stopped more than 200,000 ransomware attacks on 150,000 customers last year.

Jeffrey CoachmanMIS LiasonCommented:

I just read the expert post.

Yes, if you have not the Skills to use VBA, then the Word route might be an easier option.
So give that a try first.

If you plan on posting more questions here requiring code solutions, then you should pick up a good reference book.
Here are a few:

You can goole for more...


Helen FeddemaCommented:
Here is some code to save filtered reports as PDFs and email each to the appropriate address:
Option Compare Database
Option Explicit

Private dbs As DAO.Database
Private qdf As DAO.QueryDef
Private rst As DAO.Recordset

Public Sub SendInterventionEmails()
'Created by Helen Feddema 10-Jan-2010
'Last modified by Helen Feddema 10-Jan-2010

On Error GoTo ErrorHandler

   Dim appOutlook As New Outlook.Application
   Dim itm As Outlook.MailItem
   Dim rstIntervention As DAO.Recordset
   Dim lngCount As Long
   Dim lngID As Long
   Dim rpt As Access.Report
   Dim strFileName As String
   Dim strPrompt As String
   Dim strQuery As String
   Dim strRecordSource As String
   Dim strReport As String
   Dim strSQL As String
   Dim strTitle As String
   Dim strCurrentPath As String
   Dim strFileNameAndPath As String
   Dim strEmailSource As String
   strEmailSource = "qryInterventionEmail"
   strRecordSource = "qryMissingAssignments"
   strQuery = "qryMissingAssignmentsSingleStudent"
   Set dbs = CurrentDb
   Set rstIntervention = dbs.OpenRecordset(strEmailSource)
   strCurrentPath = Application.CurrentProject.Path & "\"
   'Use path selected with SelectFolder procedure
   'strCurrentPath = SelectFolder()

   With rstIntervention
      Do While Not .EOF
         lngID = ![StID]
         Debug.Print "Processing Student ID " & lngID
         strFileName = "Intervention Report for " & ![StFirst] _
            & " " & ![StLast] & ".pdf"
         strFileNameAndPath = strCurrentPath & strFileName
         'Create filtered query
         strSQL = "SELECT * FROM " & strRecordSource & " WHERE " _
            & "[StID] = " & Chr(39) & lngID & Chr(39) & ";"
         Debug.Print "SQL for " & strQuery & ": " & strSQL
         lngCount = CreateAndTestQuery(strQuery, strSQL)
         Debug.Print "No. of items found: " & lngCount
         If lngCount = 0 Then
            GoTo NextStudent
         End If
         'Open report with filtered query record source
         strReport = "rptMissingAssignmentsNew"
         DoCmd.OpenReport ReportName:=strReport, _
            View:=acViewPreview, _
         Set rpt = Reports(strReport)
         DoCmd.OutputTo objecttype:=acOutputReport, _
            objectname:=strReport, _
            outputformat:=acFormatPDF, _
         'Create email
         Set itm = appOutlook.CreateItem(olMailItem)
         itm.Subject = "MISSING WORK"
         itm.Body = "The attached file lists your missing assignments"
         itm.To = ![Email]
         itm.Attachments.Add Source:=strFileNameAndPath, _
         'For editing before sending
         'For sending automatically
         DoCmd.Close objecttype:=acReport, _
            objectname:=strReport, _

   End With
   Exit Sub

   MsgBox "Error No: " & Err.Number _
      & " in SendInterventionEmails procedure; " _
      & "Description: " & Err.Description
   Resume ErrorHandlerExit

End Sub

Public Function CreateAndTestQuery(strTestQuery As String, _
   strTestSQL As String) As Long
'Created by Helen Feddema 28-Jul-2002
'Last modified by Helen Feddema 10-Jan-2010

On Error Resume Next
   'Delete old query
   Set dbs = CurrentDb
   dbs.QueryDefs.Delete strTestQuery

On Error GoTo ErrorHandler
   'Create new query
   Set qdf = dbs.CreateQueryDef(strTestQuery, strTestSQL)
   'Test whether there are any records
   Set rst = dbs.OpenRecordset(strTestQuery)
   With rst
      CreateAndTestQuery = .RecordCount
   End With
   Exit Function

   If Err.Number = 3021 Then
      CreateAndTestQuery = 0
      Resume ErrorHandlerExit
   MsgBox "Error No: " & Err.Number _
      & " in CreateAndTestQuery procedure; " _
      & "Description: " & Err.Description
   End If
End Function

Open in new window

Helen FeddemaCommented:
My ebook Working with Word may also be helpful.  It updates some of the examples in my Access 2007 VBA Bible book, and adds some new examples.
Luke ChungPresidentCommented:
If you're not a coder and want to use a solution that runs as an Access add-in, our Total Access Emailer program, http://www.fmsinc.com/MicrosoftAccess/Email.asp, will do what you seek.

Total Access Emailer will take a table with a list of email addresses and let you filter reports based on values in your table to send emails with PDF reports specifically for each contact.

Your messages can be in text or HTML. The HTML messages can include embedded graphics, and the messages can automatically use fields from your table so each message and subject can be personalized.

Best of all, you don't need to do any programming for all of these features.

A free demo is available for you to try it out.  Good luck.

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Patrick MatthewsCommented:
This question has been classified as abandoned and is closed as part of the Cleanup Program. See the recommendation for more details.
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Access

From novice to tech pro — start learning today.