Exception Report

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  • Start date Start date
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Guest

I would like to set up a report that would help to show the following

My employees have certain criteria to meet before the end of their probationary period and that information needs to be updated periodically, ie. copy of their driver's license, ins. etc.. I currently have a report which shows all of the employment requirements. This information is stored in a table named Emp Requirements. access to this is by a sub-form off the main employee form.This data is stored in the form of date fields and yes/no check boxes. I need to set up a report that will show me only the items that haven't been checked off as satisfied and those items which are out of date

Any EASY suggestions, if not easy, any suggestions would be appreciated.
 
René Hayes said:
I would like to set up a report that would help to show the following:

My employees have certain criteria to meet before the end of their
probationary period and that information needs to be updated
periodically, ie. copy of their driver's license, ins. etc.. I
currently have a report which shows all of the employment requirements.
This information is stored in a table named Emp Requirements. access to
this is by a sub-form off the main employee form.This data is stored in
the form of date fields and yes/no check boxes. I need to set up a
report that will show me only the items that haven't been checked off as
satisfied and those items which are out of date.

Any EASY suggestions, if not easy, any suggestions would be appreciated.
Click to expand...

Use a query as the report recordsource.
As criteria for the Check box field, write:
0

As far as criteria for out of date items, when is an item out of date?
What ever that answer is, use it as criteria in the Date Field.
 
Regarding:
As far as criteria for out of date items, when is an item out of date?
What ever that answer is, use it as criteria in the Date Field.
Click to expand...

I should have added...
.... on the criteria line below the Check Box criteria, so that it becomes an
OR criteria.
 
can the date for overdue items be entered in the criteria area as today() or date() so that it will be up to date as of whenever the report is opened.?
 
René said:
can the date for overdue items be entered in the criteria area as
today() or date() so that it will be up to date as of whenever the
report is opened.?
Click to expand...

Please include the relevant part of any previous post.
It makes keeping track of replies easier.
Others who may be reading this post haven't a clue as to what you are
referring to.

Without seeing your data, I guess that entering
< Date()
in the DateField's criteria line is what you are looking for,
 
Use a query as the report recordsource.
As criteria for the Check box field, write:
0


I set up a query with the proper fields for the report.

I put a 0(zero) in the criteria area for all yes/no check box fields(data type)


As far as criteria for out of date items, when is an item out of date?
What ever that answer is, use it as criteria in the Date Field.

in the criteria for the date fields is put <Date()

This creates an empty query. I attached it to the existing report and all the check boxes were darkened in.

Help, what did I do wrong! :)
 
René said:
Use a query as the report recordsource.
As criteria for the Check box field, write:
0


I set up a query with the proper fields for the report.

I put a 0(zero) in the criteria area for all yes/no check box fields(data type)


As far as criteria for out of date items, when is an item out of date?
What ever that answer is, use it as criteria in the Date Field.

in the criteria for the date fields is put <Date()

This creates an empty query. I attached it to the existing report and
all the check boxes were darkened in.

Help, what did I do wrong! :)
Click to expand...
You probably didn't place the date criteria on the line below the check
box criteria.
The Query SQL Where clause should read:
Where [CheckBox] = 0 OR DateField < Date()

Check the SQL by clicking on the View Tool button and then on SQL.

If you want to, reply to this post by copying and pasting into a Reply
to this message the actual SQL used in the query.
 
Where do I go to copy that SQL - that's been referred to many times in the posting but is lost on me.

Let me know and I'll get it right out -- Thanks
 
René said:
Where do I go to copy that SQL - that's been referred to many times in
the posting but is lost on me.

Let me know and I'll get it right out -- Thanks
Click to expand...


copied from my previous post:
Check the SQL by clicking on the View Tool button and then on SQL.<
Click to expand...

In Query Design View, click on the down arrow of the View toolbutton.
Usually it's the extreme left button.
Select SQL.

Look at the existing code. Near the end it will have the Where clause;
Where etc.

It should have an OR (not AND) between the 2 criteria.

Change it to OR if needed.

Run the query by clicking on the bang (!).

If you still are having a problem, then
Highlight the entire SQL code.
Click Ctrl + C to copy it.
Exit.
Go back to the newsgroup and select this message.
Click on Reply to Group.
Paste this message into the message.
Send it.
 
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