Recent content by fibayne

very glad to have found this thread - thank you

thank you :) will try that now, the Policy No field is a text field, there are many policies with letters and numbers. thanks again will post my results !!!

Hi The code needs to run a batch of individual PDF's reports per policy number, the original code I posted worked fine apart from, to change the set of policies I wanted to run I had to go into the query and and on the Policy No field, add to the criteria the range of policies to produce the PDF...

Hi ridders Thank you for replying, it is failing here when I run the report strSQL = strSQL & " WHERE [Policy No] BETWEEN '" & Me.[Policy No] & "' AND '" & Me.[Policy No] & "'" with error message - can't find the field '|1' referred to in your expression I've searched the error but its...

Hi Thanks for your replies, I think your suggestion Gasman is what would work, can you help with what is wrong on the code below ? I have this criteria on the [Policy No] field on the query qryCSVOMIGIBBATCH for the report rptSOVValOMIBATCH Between [Policy From:] And [Policy To:]...

Hi many thanks for replying, my thoughts were to run batches of the individual reports using a parameter, the user would enter Policy number from and Policy number to, which would pick up the data for those policies and create the individual report, the code does this currently however i need...

Hi I am using the code below to produce individual valuation reports for each policy, rptVALBATCH. To limit the number of reports produced in one go, there is a parameter query hard coded on the policy number field in the report query of Policy Number, Between "CL10000074" And "CL10000354"...

Hi This may help someone looking to open a report in PDF format and save to file, with your own choice of file name. txtPDFRef is a field that contains the filename you want, in my example it is =Format(Date(),"yyyymmdd") & " - " & "Statement " & [txtClient] Private Sub cmdPDFInv_Click()...

Hi Minty ...many thanks for your reply and the link, I have added the Public Function SendOutlookEmail, below the rest of the code, could you help me with where to place the code to call the function,,,getting a bit over my head now !....thanks Fi

Private Sub Report_Click() Dim db As DAO.Database Dim rs As DAO.Recordset Dim MyFileName As String Dim mypath As String Dim temp As String mypath = "C:\Users\jbloggs\Desktop\PDF Docs" Set db = CurrentDb() Set rs1 = db.OpenRecordset("SELECT distinct [Policy...

Hi The code below was on a related thread and it seems to be working for my scenario in that it creates a batch of PDF'd reports (valuations) one for each client on the database and stores them on the desktop ( I have added criteria to the underlying query limiting it to produce only 2...

Hi so10070 on the report I want to see the client name and portfolio number form tblClients eand a list of the funds cash accounts allocated to his portfolio from tblValuationData these tables are linked by PolicyNumber There are 3000 clients on the database each of them has a portfolio and...

Hi...I have tblClient table and a tblValuationData, the tables are linked by Policy number. Each client has several lines of valuation data, categorised by either cash accounts or fund holdings. I have a report with record source tblClient, this report has 2 sub reports with recordsource tble...

Hi Paul the error I get is #Func! ...this function works fine in excel and has the same format/required fields =RATE(nper,pmt,pv,fv,type,guess) nper is number of periods of the loan, pmt is repayment amount each month, pv is present value (loan amount borrowed), fv,type,guess are optional and...

Hi,,,been trying in vain to use the Rate function that appears to be a built in function and also as below Private Sub CalculateAPR() txtAPR = Rate(txtNumberOfPayments, txtPaymentAmount, txtLoanAmount, 0, 0) End Sub Has anyone used the function that could help with what I'm doing...