preparing report for export to Excel

  • Thread starter Thread starter spence
  • Start date Start date
S

spence

I have a very simple single-table database for tracking
case managers and the customers they serve. It has only
the following fields: [Customer], [Case Manager], [Refer
Date]. I am trying to create a report that I can export to
Excel that allows me to keep track of how many total
customers I have and how many per case manager. I've
posted a screenshot of what I would like to end up with
here:

http://home.comcast.net/~r.j.spence/listgrab.gif

My two problems:

1. I don't know how to create the counting functions I
need for total customers and for customers per case
manager. (Can I build this into the report or does it need
to happen in an underlying query?)

2. I don't know how to get my case manager headers to
appear as they do in the screenshot. When I group by case
manager in the report, Excel sets them off as an outline
level, indenting all the other rows. (My boss wants me to
match the Excel sheet in the screenshot as exactly as
possible.)

The first of the above two issues is by far the more
important of the two. Any help would be appreciated.

Thanks,
spence
 
1. At work I create reports that track the number of cases assigned to each
attorney in the firm with the name of the attorney, name of case, date case
was opened, etc.
I type the last name of the attorney in the query field.
To run a count of the number of customers each case manager has I do the
same with the attorneys. I do it in the report based on the query.
I use an unbound text box.
You may need to create groupings in your report if you are running a report
for more than a single case manager.
If you need help with this let me know.
 
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