1. Access Reports

2. Reports Enable printed or screen output
Can generate many different reports from a single table or database
Are easy to create with wizards

3. Types of reports Columnar (vertical) – looks like repeated forms
Tabular – field names across the top, data in columns
Groups, totals, and summaries – like tabular with “breaks”
Mailing labels

4. Report Wizard Start with the wizard, then modify
Create a simple report for the Contacts table
Sort by LastName, then by FirstName
Create a report for the Donations table and group by ContactID
1)Contact Report – Create ribbon, Report Wizard, Table=Contacts, select last name,first name, address, city (from Table Zips), zip, – view by Contacts, no grouping, sort by last name, layout tabular (adjust the widths…) – pick a style-
2)Donations Report – Create ribbon, Report Wizard – simple report – Table=Donation, select ContactID, DonDate, DonAmt – next-Grouping: grouping options-show ContactID-next-Sort-DonDate-Summary Options-Sum-OK-Next –layout- Stepped- Portrait –next – pick a style – next – name report Anonymous Donations w/sum Report

5. More Complex Reports
Create a Donation Summary report using both tables
View by Donation
Group by quarter
Change to “by Month” – note that headers are not changed
DonSummaryReport using two tables: Report Wizard – Table-Donation – select Don Date – Table:Contact – select last name, first name, -Table: Donation – select donation amount. View by Donations – Grouping: grouping options – donation date and quarter (use drop down)- Sort Order & Summary Info: Donation date, last name – XSummary Options- sum/avg/min/max/ Xdetail & Summary – XCalculate percent – Layout: Outline & landscape– pick a style – Name Report: Donations Summary Report--- Design view, Design ribbon: Group and Sort, by Group on DonDate click on More>, change “by quarter” to “by month”, edit DonDate header: space out, change Quarter to Month and change “Qq” to “Mm”

6. More Complex Reports (cont’d)
Want page breaks?
Insert where you want it
View in Print Preview
Modify the report to select only 1/1/14 – 1/31/14
Select the report Properties
Click on the Data tab…
NEED PAGE BREAKS: Design View – first move footer down to make space to insert page break symbol. Design ribbon, Controls area, click on Page Break tool, insert just after summary info. View in Print Preview to see page breaks.
Save Report before modifying. In design view, select Report Properties toolbar button – click on Data tab – click the ... by the Record Source – add criteria to appropriate fields (in donations report type the following under donation date field…. Between 1/1/14 and 1/31/14)

7. More Complex Reports (cont’d)
Click on the … by the Record Source
Add Criteria to the appropriate fields
Save the Query and rerun the report
Save the report

8. What’s Next? Customizing More complex queries Custom forms
Custom reports
More complex queries