filter a report

  • Thread starter Thread starter mk
  • Start date Start date
M

mk

In a table I have the following fields: id, date, name,
address, etc.
I would like to create a report that will display only
records of a certain date (this will change often).
Is there a way to filter a table and then just run the
report and have it display only those records that you
have selected?
What is the easiest way to do this? (I am a beginning
Access user.)
Thanks,
Mandi
 
A query filters a table to display the desired results.

You should build a guery and save it. Then create a report with that query
as the data source.

There are ways to do this without saving the query, but this is the
simplest. The qizard will help you do both.

Once you get your query built, you may find that it pulls all the records or
you may find that you entered a hard date under your date field as the
criteria. To make that a variable that the user can select when they run
the report, replace the criteria with something like the following (you can
put whatever text you wnat your user to see)...

=[Enter Desired Date]


hope that helps,

Rick B
 
I am also trying to filter data and i'm not understanding your instructions
as to getting the filtered information from the query to the report. I'm lost
when you mentioned that it might pull all the data, as mine has done. How do
i now filter this info. I am not filtering by dates but by customer status
Active vs. Inactive. Please help I am very new to Access


Rick B said:
A query filters a table to display the desired results.

You should build a guery and save it. Then create a report with that query
as the data source.

There are ways to do this without saving the query, but this is the
simplest. The qizard will help you do both.

Once you get your query built, you may find that it pulls all the records or
you may find that you entered a hard date under your date field as the
criteria. To make that a variable that the user can select when they run
the report, replace the criteria with something like the following (you can
put whatever text you wnat your user to see)...

=[Enter Desired Date]


hope that helps,

Rick B



mk said:
In a table I have the following fields: id, date, name,
address, etc.
I would like to create a report that will display only
records of a certain date (this will change often).
Is there a way to filter a table and then just run the
report and have it display only those records that you
have selected?
What is the easiest way to do this? (I am a beginning
Access user.)
Thanks,
Mandi
Click to expand...
Click to expand...
 
In your query, under customer status, just indicate which you want...


="active"

or


= "inactive"


If you want your user to select one when running the report, this gets more
difficult unless you can count on them to type "active" or "inactive"
properly each time.


Rick B


jshumaker said:
I am also trying to filter data and i'm not understanding your instructions
as to getting the filtered information from the query to the report. I'm lost
when you mentioned that it might pull all the data, as mine has done. How do
i now filter this info. I am not filtering by dates but by customer status
Active vs. Inactive. Please help I am very new to Access


Rick B said:
A query filters a table to display the desired results.

You should build a guery and save it. Then create a report with that query
as the data source.

There are ways to do this without saving the query, but this is the
simplest. The qizard will help you do both.

Once you get your query built, you may find that it pulls all the records or
you may find that you entered a hard date under your date field as the
criteria. To make that a variable that the user can select when they run
the report, replace the criteria with something like the following (you can
put whatever text you wnat your user to see)...

=[Enter Desired Date]


hope that helps,

Rick B



mk said:
In a table I have the following fields: id, date, name,
address, etc.
I would like to create a report that will display only
records of a certain date (this will change often).
Is there a way to filter a table and then just run the
report and have it display only those records that you
have selected?
What is the easiest way to do this? (I am a beginning
Access user.)
Thanks,
Mandi
Click to expand...
Click to expand...
Click to expand...
 
Use Design View to create a query with the fields you want in your report.
In the field DATE, go to the line CRITERIA and enter one of the following -
I f you will be seeking only one particular date each time put
[ENTER REQUIRED DATE] - the actual words are not important - they are what
your user will see and , but the square brackets are important.
If you are looking for a date range put
BETWEEN[ENTER FIRST DATE]AND[ENTER LAST DATE]; again, the words inside the
brackets are for you to choose - the command is - between[]and[]
 
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