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dnt2009 asked on

Access Query / Report Calculations

I'm new to Access and need assistance in developing some reports chow totals.
Basically need to show for each Account Manager, the total number of instructions received for option A and for option B.

It should look like this:

Total Number of Clients: 30

Account Manager 1
Option A: 5
Option B: 4
Total response: 9
Total Clients: 15
Outstanding responses: 7

Account Manager 2
Option A: 2
Option B: 1
Total response: 3
Total Clients: 15
Outstanding responses: 12

Can anybody help out with guides to how I manage this type of Reporting?

Microsoft AccessSQL

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Jeffrey Coachman

8/22/2022 - Mon
Barry Cunney

Do you have a table that already stores data relating to the above?

First create a query to the ReportSource
This query will possibly have to be something like:

,SUM(Response) [Total Response]
,SUM(Clients) [Total Clients]
FROM [Client_Instructions]

Save this query - this query will be the reportsource for your report
Put the account manager field in a Account Manager header section  and the option field in the detail section of a report
Put Total Responses and Total Clients in a a Account Manage Footer section on the report

I've attached a sample file.
Jeffrey Coachman

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Thanks Jeff. It took me aa while to figure out how to do these calculations but I've been able to replicate the model for other calculations.
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Jeffrey Coachman

Great, ...glad I could help.