If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
Report Consolidation
We have approximately 25 representatives that submit a marketing report that
inclludes sales call info, product categories, quantities and other pertinent info. They currently send this to me in various formats. Some send it via excel, some hand write it and some jot notes down on a napkin! I would like to create a user-friendly form where they can fill in the info and I can import it into a database for easy reporting. Does anyone have suggestions? If this is going to be complicated I would just like to hire someone to create the database/form and reporting tool for us. Thanks! |
#2
|
|||
|
|||
Kim
Is your issue that you receive data in various formats, or that you wish to save the data in a way that allows you to "slice/dice" it? (?!or both?!) Be aware that giving every one of your 25 representatives an Access-based data entry screen would have some costs associated with it -- either everyone has a copy of Access and your data-entry application, or you buy the developer edition and send out (stripped-down) copies of Access and your application. Access (and Excel) have some fairly robust data import capabilities. One approach might be to inform your reps that you require "the following ## pieces of data (e.g., name, street address, city, state, postal code), delivered in one of the following ## formats (e.g., Excel, text, XML, ...). If you were assured of the data you receive, you could work out the "import" routines (and sorry, I don't believe Access has an "import paper napkin" data import function g). For the next step, you'll need to provide a bit more information. "A reporting tool" is one of the (sets of) features that Access offers. What reports do you want to create? What data is needed for these reports? Is there any chance you DON'T have all the data imported that you need to create one of your reports?! Who is going to run off the reports? How comfortable are they with Access? And I suppose, why have you decided that Access is the tool-of-choice?! -- Good luck Jeff Boyce Access MVP "Kim" wrote in message ... We have approximately 25 representatives that submit a marketing report that inclludes sales call info, product categories, quantities and other pertinent info. They currently send this to me in various formats. Some send it via excel, some hand write it and some jot notes down on a napkin! I would like to create a user-friendly form where they can fill in the info and I can import it into a database for easy reporting. Does anyone have suggestions? If this is going to be complicated I would just like to hire someone to create the database/form and reporting tool for us. Thanks! |
Thread Tools | |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
Help!! I'm running around in circles! | CathyA | New Users | 19 | December 12th, 2004 07:50 PM |
Dynamic Page Margins | Vel | Setting Up & Running Reports | 6 | September 19th, 2004 09:46 PM |
Save Report With CreateReport Coding Issue | Jeff Conrad | Setting Up & Running Reports | 8 | July 12th, 2004 08:39 AM |
6 Tables, 1 Report, W/O 6 Qrys | Andy | Setting Up & Running Reports | 9 | June 29th, 2004 09:52 PM |
Label | SRIT | General Discussion | 2 | June 22nd, 2004 09:42 PM |