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#1
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View Information if Criteria is Met
I have a summary report that runs formulas off the data that is pulled in.
However, I don't want the report to be cluttered with all the information so I changed Visible to NO on the Detail Section. Currently my report has Region Header (which pulls in all regions and sorts) Status Header (which pulls in all the customers and sorts by status) Then the detail section is below which I have changed to be NOT visible (this has customer name and other fields). But I want the report to Show all the customers with the detail information that have a status of "pending decision" or "in progress". I tried doing it at the report footer level so it can be a page of just customer information, but I am not getting it right. First I tried setting the control source to say [status]="pending decision" or [status] = "in progress"...but that didn't work either. Any help is appreciated (if this is possible). Thanks in advance. |
#2
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Maybe a sub report which only pulls in the records you need would be better -
you can set the data source to only extract those records. Hope this helps Sheila I have a summary report that runs formulas off the data that is pulled in. However, I don't want the report to be cluttered with all the information so I changed Visible to NO on the Detail Section. Currently my report has Region Header (which pulls in all regions and sorts) Status Header (which pulls in all the customers and sorts by status) Then the detail section is below which I have changed to be NOT visible (this has customer name and other fields). But I want the report to Show all the customers with the detail information that have a status of "pending decision" or "in progress". I tried doing it at the report footer level so it can be a page of just customer information, but I am not getting it right. First I tried setting the control source to say [status]="pending decision" or [status] = "in progress"...but that didn't work either. Any help is appreciated (if this is possible). Thanks in advance. |
#3
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Thanks that works perfect. I built a query with the Criteria and then
inserted as a subreport. I hadn't used that feature before but I'm sure it will help in he future. . But I am left with a minor formating question. The Page Header information doesn't print on the subreport in the report....the detail does (but just the headings don't...for example customer name, date received) "Sheila D" wrote: Maybe a sub report which only pulls in the records you need would be better - you can set the data source to only extract those records. Hope this helps Sheila I have a summary report that runs formulas off the data that is pulled in. However, I don't want the report to be cluttered with all the information so I changed Visible to NO on the Detail Section. Currently my report has Region Header (which pulls in all regions and sorts) Status Header (which pulls in all the customers and sorts by status) Then the detail section is below which I have changed to be NOT visible (this has customer name and other fields). But I want the report to Show all the customers with the detail information that have a status of "pending decision" or "in progress". I tried doing it at the report footer level so it can be a page of just customer information, but I am not getting it right. First I tried setting the control source to say [status]="pending decision" or [status] = "in progress"...but that didn't work either. Any help is appreciated (if this is possible). Thanks in advance. |
#4
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The Report Header will print in a subreport.
Will moving controls in subreport from Page Header to Report Header work for you? "_" wrote : Thanks that works perfect. I built a query with the Criteria and then inserted as a subreport. I hadn't used that feature before but I'm sure it will help in he future. . But I am left with a minor formating question. The Page Header information doesn't print on the subreport in the report....the detail does (but just the headings don't...for example customer name, date received) "Sheila D" wrote: Maybe a sub report which only pulls in the records you need would be better - you can set the data source to only extract those records. Hope this helps Sheila I have a summary report that runs formulas off the data that is pulled in. However, I don't want the report to be cluttered with all the information so I changed Visible to NO on the Detail Section. Currently my report has Region Header (which pulls in all regions and sorts) Status Header (which pulls in all the customers and sorts by status) Then the detail section is below which I have changed to be NOT visible (this has customer name and other fields). But I want the report to Show all the customers with the detail information that have a status of "pending decision" or "in progress". I tried doing it at the report footer level so it can be a page of just customer information, but I am not getting it right. First I tried setting the control source to say [status]="pending decision" or [status] = "in progress"...but that didn't work either. Any help is appreciated (if this is possible). Thanks in advance. |
#5
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Not sure from your description, but the following may work.
Add a new grouping level to the subreport. Set its field/expression to =1 Close the Sorting and Grouping Dialog Move all the information from the Page header into the new group header Set the group header's "repeat section" property to Yes. Gary Walter wrote: The Report Header will print in a subreport. Will moving controls in subreport from Page Header to Report Header work for you? "_" wrote : Thanks that works perfect. I built a query with the Criteria and then inserted as a subreport. I hadn't used that feature before but I'm sure it will help in he future. . But I am left with a minor formating question. The Page Header information doesn't print on the subreport in the report....the detail does (but just the headings don't...for example customer name, date received) "Sheila D" wrote: Maybe a sub report which only pulls in the records you need would be better - you can set the data source to only extract those records. Hope this helps Sheila I have a summary report that runs formulas off the data that is pulled in. However, I don't want the report to be cluttered with all the information so I changed Visible to NO on the Detail Section. Currently my report has Region Header (which pulls in all regions and sorts) Status Header (which pulls in all the customers and sorts by status) Then the detail section is below which I have changed to be NOT visible (this has customer name and other fields). But I want the report to Show all the customers with the detail information that have a status of "pending decision" or "in progress". I tried doing it at the report footer level so it can be a page of just customer information, but I am not getting it right. First I tried setting the control source to say [status]="pending decision" or [status] = "in progress"...but that didn't work either. Any help is appreciated (if this is possible). Thanks in advance. |
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