Creation of a Report (For Reminders)

  • Thread starter Thread starter James
  • Start date Start date
J

James

Hello I have been advised that a report would be the best
way to go for something I would like to do...

I would like the report to run at startup if it is needed
for the first thing...

I would like the report to generate case numbers from the
database so that it says somethig like the following...

One Week before renewal...

CaseID ReviewDate Comments Complaint

The day before the renewal...

Same as above but diffrently coloured maybe light blue or
something...

The Day of the renewal...

Same as above but with a Review Time and Place in there...
maybe in Red or something.... or Yellow... so that there
all in diffrent areas on the same report...

I would like it to just pop up when the dates meet teh
above specified criteria... if no records meet the
criteria then they should not come up...

Many Thanks

James
 
James

A "report" would be printed (or at the very least, shown in print preview
mode)... are you certain this is what you are looking for? From your
description, it almost sounds like you'd like a form to open up with the
information you described.

Either way, you'd first need to build the queries that return the
information matching your criteria. When you have those, you can elect to
display them via a form or a report.

To force a display on startup, you could have Access open a specific form on
startup, and in code behind that form, run which ever approach you chose.
 
Is it possible to the report trigger Outlook with a reminder instead of a form

----- Jeff Boyce wrote: ----

Jame

A "report" would be printed (or at the very least, shown in print previe
mode)... are you certain this is what you are looking for? From you
description, it almost sounds like you'd like a form to open up with th
information you described

Either way, you'd first need to build the queries that return th
information matching your criteria. When you have those, you can elect t
display them via a form or a report

To force a display on startup, you could have Access open a specific form o
startup, and in code behind that form, run which ever approach you chose
 
Hi Well ok then I will do it as a form report or
whatever...

How do I get it to do what I need? Jeff you mentioned
Queries to get it to do what I want... How do I get it to
do this? what queries do I need?

Many Thanks

James
 
James

From the database window, click on the Queries tab. Check Access HELP (or a
good beginning HowTo text) if the notion of queries is foreign.

A query is you telling Access what data to return, and using which selection
criteria (super-simplified -- queries can do more than this...).
 
Ok I can create queries... thats no problem...

What would I need to put in my queries to pull up what I
want like a week from the review date the day before teh
review date and the day and time of teh review date??

How would I do this in a query what would I need to have
in there?

Many Thanks

James
 
Kimberly

With more recent versions of Office/Outlook/Access, you'll find that Office
pops up a warning, explaining that you have an application (Access) that is
trying to send an email. Google.com will return some more technical
approaches, if you want to go that route.

One approach is to add a reference to Outlook via a code module, then build
an email message, using the Outlook object/methods/properties.
 
James

Give something like this a try -- you may need to "play" with it a bit...
(One of) These would go in the Selection Criterion "cell" under the field
you add to the grid with your table's date field:

A date within the last week: Between Date()-7 and Date()

The day before today: Date()-1

The date/time of the review date -- this is a problem, since Access
Date/Time fields store date/time down to the second (and actually smaller).
You would have to know the exact month, day, year, hour, minute, and second
to get a match on this.
 
Ok so the last one where its got to be specific... Could
we just do it so that when it comes up when its that date
and then specifies the time...

Also how do I get a report/form to pop up with this
information if it is needed....

Many Thanks

James
 
James

Query first, then Report. Get your query returning the kind of data you
want to have in your (eventual) report. Then use the Report wizard, based
on that query.
 
I have the queries working to what I want and you were
spot on with them Queries...

Many Thanks

James
 
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