Compiling a report using mulitple dated queries

  • Thread starter Thread starter Karis83
  • Start date Start date
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Karis83

We have a database in which we track an annual plan date and then monitorship
of that plan every quarter. Each month we print reports to each employee
telling them which plans are coming up in the next 3 months as well as which
quarterlies are coming up that month. We use a simple date query (Between
[enter start date] And [enter end date]) to select which plans and which
quaterlies will be on the report. The problem is that we can't combine all
of these onto one report. Instead we have to do one report for plans, and
one for first quarter, one for second and so on. Is there a simple way to do
this without going into macros or programming (I havn't taken that class
yet). Any help would be appreciated.
 
First off, I don't know much about Access, i've taken an intro to access
class (will take the next step soon) but I'm curious if i can do this.
Here's an example. We have a contract that was done on 6/15/07. The first
quarter review was due in September so we enter the date 9/30/07 into the
first quarter field. The second quarter 12/31/07 and the third quarter
3/31/07. Now the next contract is due before 6/15/08. We have this
information for each case that is linked to an employee. Each employee has
several cases. In order to assist the employees in not missing a quarterly
or contract we print monthly reports letthing them know what is coming up.
Right now we have to pring each quarter and contracts on a separate report.
I wanted to know if I can combine them into one report where they will see
the customer that needs either a contract or a 1st, 2nd, or 3rd quarterly
that month.
 
You mention "contracts" and dates but then suggest that a "case" is linked to
"employees". I don't understand.

Also, if reviews are always performed at the end of each quarter then you
shouldn't have to store the review dates since they can be calculated from
the [contract done on date]. Are the reviews performed on the actual date or
what specifically do you want to display in the report?
 
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