Export MS Access Report to Excel but blank footer data

Hello,

 I have a simple access report that displays financial data by account number. It has account number, account name and a total.  I am grouping  and summing  by account number.  It works great.    My client wants to have a version  that exports into excel.  I thought it would be a simple matter of using the export feature in excel. However, the account number and name, in the summary section  do not display in the export to excel.  I can export it to text and see the data.

I must be missing something very simple. Or is this a classic “Microsoft slap upside the head” where something that should be simple is not.

The report is very simple. I have attached two screen shots.  I added a detail line just for testing. I only want the summary level by account.

Office 2010 for both access and excel.

Thank you,
access.JPG
excel.JPG
EpistrophyAsked:
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.

Jeffrey CoachmanMIS LiasonCommented:
Exporting Access Reports to Excel, ...has never been, nor will it ever be, ...Perfect.

In your report make *sure* that all the controls associated with a field are the exact same size and are all aligned together.

FWIW the report in the attached DB exports to Excel fine for me...
Database102.mdb
0
EpistrophyAuthor Commented:
boag2000,

Thanks for the reply. The problem is the detail section. I only want the summary.  I took your sample and deleted  the detail section, saved, ran and exported.  I get blanks now. It seems that the export only works if there is a detail section.  

I also, edited your report and copied the account name and account number fields to the summary level. Saved, ran and exported and the sum shows up but not the account name or number.

Perhaps it is not possible to export a report that only summarizes data



 I am thinking I might just do a make table query and export that instead.
0
Jeffrey CoachmanMIS LiasonCommented:
Then AFAICT, you really don't even need a report, you can just create a "Summary" query (Group By query) and simply export that to Excel...

Or you can still create a Report from the new summary Query (if you need a Grand Total), only no grouping would be needed in the report

Modified sample attached
Database102.mdb
0

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
Big Business Goals? Which KPIs Will Help You

The most successful MSPs rely on metrics – known as key performance indicators (KPIs) – for making informed decisions that help their businesses thrive, rather than just survive. This eBook provides an overview of the most important KPIs used by top MSPs.

EpistrophyAuthor Commented:
boag2000,

 I like it. I trying to do it all in one report but I think I will make a separate summary query the client can run just for the export.  I will give it a shot with the real data.

Thanks.
0
EpistrophyAuthor Commented:
Boag2000,

 I followed your advice.  I left the original report the way it is since it is formatted for printing. I made a new query with the grouping in the query. I used that query in a new report stripped of the formatting for export.

Thank you

Epistrophy
0
EpistrophyAuthor Commented:
Thank you
0
Jeffrey CoachmanMIS LiasonCommented:
;-)
0
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 Excel

From novice to tech pro — start learning today.