Wm Allen Smith
asked on
MS Access Report/Subreport Export
Good day,
I have a spreadsheet contaning about 50K sales records, grouped by VP, Sales manager, and Sales rep. I would like to create a report process in MS access that will allow me to
I know how to write the queries to break out the sales teams; what is the best way to create the report--export excel build report/subreports?
Please advise.
Thank you!
wasmithpfs
I have a spreadsheet contaning about 50K sales records, grouped by VP, Sales manager, and Sales rep. I would like to create a report process in MS access that will allow me to
group the output by VP
place the output for each Sales manager on a separate tab/subreport (think excel workbook tabs)
email the report to each VP for his /her respective sales manager team
I know how to write the queries to break out the sales teams; what is the best way to create the report--export excel build report/subreports?
Please advise.
Thank you!
wasmithpfs
<jadedata>
Long time no see :). Lots of changes here on EE!
</jadedata>
Long time no see :). Lots of changes here on EE!
</jadedata>
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yep changes noted... "Looking Good!!"
ASKER
Thanks for the feedback! :)
1. Import the records into a temporary table for handling as data, or link to the spreadsheet as a table (not all the same table rules will apply as a linked table though.)
2. Establish a logic chain or loop through the VP identities, probably with a control table or separate query (as these change over time)
3. Go find and implement VBSendMail.dll in your project. This is the most simply powerful and easy to use add-in for vba since this. (Kudos to Dean Dusenbury)
Your application will
do until rsVPNames.eof
Write the data to a external sheet in a known location, with a logically developed name.
use VBSendmail to build the mail package
Attached the xlsx to the email
copy yourself on the item of course
log that you sent the item for your records
rsVPName.movenext
loop