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Carried Forward Report
Fantastic. Thanks Tina. I've done that and it works. Great idea.
Trev "tina" wrote in message ... one solution might be along the lines of: create a query to pull and total the transactions prior to the beginning of the month. (Query1) i'll call the field showing the transactions total, "TransactionsTotal". create another query to pull the current month's transactions. (Query2) create a report to display the data from Query2. in the report's header section, add an unbound textbox (txtBeginTotal) to display the beginning total from Query1. put the following in the ControlSource, as =DLookup("[TransactionsTotal]","Query1") in the report's footer section, add an unbound textbox to show the complete balance at the end of the month. sum the transaction field for all the detail records, and add in the beginning total, as =Sum([NameOfTransactionField]) + [txtBeginTotal] hth "Trevor Tucker" wrote in message ... I wish to create a carried forward type report in Access. Let me explain what I mean by carried forward. I have a transaction table, and every month, I want to print a report showing the opening balance of the transactions up to the beginning of the month, all the transactions for the month and then at the end of the report, a closing balance as at the end of the month. If anyone could give some advice on how to create such a report, I would be greatly appreciative. Trev |
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you're welcome, glad it worked for you.
"Trevor Tucker" wrote in message ... Fantastic. Thanks Tina. I've done that and it works. Great idea. Trev "tina" wrote in message ... one solution might be along the lines of: create a query to pull and total the transactions prior to the beginning of the month. (Query1) i'll call the field showing the transactions total, "TransactionsTotal". create another query to pull the current month's transactions. (Query2) create a report to display the data from Query2. in the report's header section, add an unbound textbox (txtBeginTotal) to display the beginning total from Query1. put the following in the ControlSource, as =DLookup("[TransactionsTotal]","Query1") in the report's footer section, add an unbound textbox to show the complete balance at the end of the month. sum the transaction field for all the detail records, and add in the beginning total, as =Sum([NameOfTransactionField]) + [txtBeginTotal] hth "Trevor Tucker" wrote in message ... I wish to create a carried forward type report in Access. Let me explain what I mean by carried forward. I have a transaction table, and every month, I want to print a report showing the opening balance of the transactions up to the beginning of the month, all the transactions for the month and then at the end of the report, a closing balance as at the end of the month. If anyone could give some advice on how to create such a report, I would be greatly appreciative. Trev |
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