View Full Version : Question Creating and updating customer reports


Alpha1980
06-08-2008, 06:25 PM
I have to create monthly reports by breaking down my company's customer database table into geographical regions and then sending each report to the regional managers.

Initially, I need to send reports containing all customers and each month thereafter, I need to send a report containing only new customers and customers who have since cancelled their accounts so each regional manager can update the original report themselves.

Please can somebody advise me of the best way to achieve this using Access?

So far I have imported the customer table into Access and I have a make-table query for each region that extracts the correct customers by their postal codes. But I am not sure where to go from here.

Any help is much appreciated. Thanks.

neileg
06-09-2008, 12:21 AM
Initially, I need to send reports containing all customers and each month thereafter, I need to send a report containing only new customers and customers who have since cancelled their accounts so each regional manager can update the original report themselves.You must have a field or fields that determines the staus of the customer.
So far I have imported the customer table into Access and I have a make-table query for each region that extracts the correct customers by their postal codes. But I am not sure where to go from here.You don't need to create tables, you need to use select queries and base your reports on those. I would either set up a report with page breaks for each region, or perhaps create a parameter query so that you can select the region you want to report on.