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Thanks. The formatting (list vs table) doesn't matter as long as the right and required info is presented in the correct area on the letter. I don't know how to use OLE automation (or don't recognize the term) so if you could post an example I'd appreciate it.

One of the lists we are working from has a column for each in the same row. LLC is a PName. There would be no selections, just run a batch at a time (annually) to print letters that need mailed.

I replied to his post showing the output I need/letter content. https://www.access-programmers.co.uk/forums/threads/pivot-or-crosstab-or-normalize-or.316775/post-1754165

If I can get the info in the proper format for Word Mail merge I would use that to complete the letters I am required to send. If I can't and I have to use a Report in Access, it will be designed to mimic the letter format I am required to use.

This is what I would need the table to display in order to use in Word for Mail Merge (rather than using a report in Access to mimic the letter).

I am automating completion of a mandatory letter that dictates format and content, which are now being done manually from printouts of the other reports, prone to error and a huge waste of time. :(

I am creating 1) a report that is basically a letter that will merge all the info I am extracting from various reports. For each PName there will be a letter, and in that letter the CNames associated with that PName will have to be included. Vendor Name VAddress VCSZ Dear Vendor You have...

S So if I go this route, how do I use this in the final document/report to call all the CNames for a PName before creating the next page/letter?

I have the following data (sample) in a query. The PID and CID columns are ID numbers used to connect the info to other queries/tables. PName--PID-----CName---CID Joe------567 ------Jane-----241 Jim------888------Jill--------765 LLC------234------Jeff-------231 LLC------234------Bob------467...

Thank you. From my experience with my user group, the table formatting reduces my time spent troubleshooting. I am generating the report at least weekly, and it may not always be me doing it, so I need the button in the database. I have tried calling the database from Excel and it never works...

If you format the sheets as tables, then all the data sorts as one, avoiding the pitfalls of people sorting a column instead. In Access, on a form, I want to create a button that when clicked will run the module and create the Excel file. I know how to create the form, and the button, but the...

I figured out the code I need to export several queries from Access to an Excel workbook with multiple worksheets, one per query. I can create the workbook if I open the code and click 'run'. I want to create a form with a button that when clicked, runs a macro that runs the module to create...

Thanks. I was hoping to use OnClick to produce a filtered version of the source query. Is that possible? Or do I need to make a query for each item that will open with OnClick (in which case I would have been better off to do that first and basing my report off those :( )? Again, trying to...

I have created a report in Access that returns the same information as a pivot table I designed in Excel. In Excel, when you click on a count of an item, it opens a new worksheet that lists all the records that were counted. What is the best way to replicate that in Access, so if they click on...

Sorry I was not being clear. I am trying to create a real world example here that differs from my actual use case so that answers are more universal for searches. But then I jumbled them. I have completed some basic training but again comparing it to my actual use cases is a struggle. I...

So I want them by FY based on the scheduled date, and I want the completed (or not) date as the field data....this only references completed date...sorry I am really new at this...

Where do I put this? In the SQL on a blank query? Thanks.

The task can be repeated as often as needed during the year but only has to be done once, thus wanting to look at max value/most recent completion within the fiscal year. Where would I put the calculation? I'm not sure if I need to query my query three times (once per FY period) and then create...

Here is data that I want to query and there is a mockup of report as well. thanks.

I have a query that generates a list of tasks that have a due and completed date. Name Task Due Date Completed Date Joe Task1 10/1/16 10/30/16 Joe Task1 10/1/17 1/1/18 Joe Task1 10/1/18 2/1/19 Joe Task2 10/1/16 1/1/18 The date range for the data is three fiscal years. I want to end up with a...