Carried Forward Report

[Trevor Tucker]

I wish to create a carried forward type report in Access. Let me explain
what I mean by carried forward.

I have a transaction table, and every month, I want to print a report
showing the opening balance of the transactions up to the beginning of the
month, all the transactions for the month and then at the end of the report,
a closing balance as at the end of the month.

If anyone could give some advice on how to create such a report, I would be
greatly appreciative.

Trev

 

[tina]

one solution might be along the lines of:

create a query to pull and total the transactions prior to the beginning of
the month. (Query1)
i'll call the field showing the transactions total, "TransactionsTotal".

create another query to pull the current month's transactions. (Query2)
create a report to display the data from Query2.

in the report's header section, add an unbound textbox (txtBeginTotal) to
display the beginning total from Query1. put the following in the
ControlSource, as

=DLookup("[TransactionsTotal]","Query1")

in the report's footer section, add an unbound textbox to show the complete
balance at the end of the month. sum the transaction field for all the
detail records, and add in the beginning total, as

=Sum([NameOfTransactionField]) + [txtBeginTotal]

hth

 

[Trevor Tucker]

Fantastic. Thanks Tina. I've done that and it works. Great idea.

Trev

one solution might be along the lines of:

create a query to pull and total the transactions prior to the beginning
of
the month. (Query1)
i'll call the field showing the transactions total, "TransactionsTotal".

create another query to pull the current month's transactions. (Query2)
create a report to display the data from Query2.

in the report's header section, add an unbound textbox (txtBeginTotal) to
display the beginning total from Query1. put the following in the
ControlSource, as

=DLookup("[TransactionsTotal]","Query1")

in the report's footer section, add an unbound textbox to show the
complete
balance at the end of the month. sum the transaction field for all the
detail records, and add in the beginning total, as

=Sum([NameOfTransactionField]) + [txtBeginTotal]

hth

I wish to create a carried forward type report in Access. Let me explain
what I mean by carried forward.

I have a transaction table, and every month, I want to print a report
showing the opening balance of the transactions up to the beginning of
the
month, all the transactions for the month and then at the end of the report,
a closing balance as at the end of the month.

If anyone could give some advice on how to create such a report, I would be
greatly appreciative.

Trev

 

[tina]

you're welcome, glad it worked for you.

Fantastic. Thanks Tina. I've done that and it works. Great idea.

Trev

one solution might be along the lines of:

create a query to pull and total the transactions prior to the beginning
of
the month. (Query1)
i'll call the field showing the transactions total, "TransactionsTotal".

create another query to pull the current month's transactions. (Query2)
create a report to display the data from Query2.

in the report's header section, add an unbound textbox (txtBeginTotal) to
display the beginning total from Query1. put the following in the
ControlSource, as

=DLookup("[TransactionsTotal]","Query1")

in the report's footer section, add an unbound textbox to show the
complete
balance at the end of the month. sum the transaction field for all the
detail records, and add in the beginning total, as

=Sum([NameOfTransactionField]) + [txtBeginTotal]

hth

I wish to create a carried forward type report in Access. Let me explain
what I mean by carried forward.

I have a transaction table, and every month, I want to print a report
showing the opening balance of the transactions up to the beginning of
the
month, all the transactions for the month and then at the end of the report,
a closing balance as at the end of the month.

If anyone could give some advice on how to create such a report, I

would
be

greatly appreciative.

Trev