Access Learner - Need help to create report from 2 tables

F.I.G.

Registered User.
Local time
Today, 09:50
Joined
Mar 4, 2012
Messages
29
Hello,

I am learning access and need help with a report that I am trying to generate from two tables. The PDF attachment is a sample of that what I am trying to achieve or something similar, I would greatly appreciate some pointer. If this is not possible, I would greatly appreciate that you explain why and what I need to change.

Thank you in advance
Van
 

Attachments

I can't identify how the two tables are related. LoanInfoID is the only common field but it is not the primary key in either table. I also can't identify how the report is supposed to be sorted and grouped. All of the obvious fields are duplicated.
Please explain your schema and how the tables are related.

Hi Pat, Thanks for getting back,

Each loan can have multiple requests (requestdate), it starts with "New Loan" as transaction type, then its can be modified as an "Amendment" or a "Renewal". Each Transaction, there will be documents generated and dated (different from the request date). On the form there is a "Comment" button to open the comment form to allow user to make comment about the transaction.

Now I am trying to create a sorted report to both tables combined. As an exemple of a "New Loan", group all generated documents for that transaction and immidiately follow by comment made for that specific transaction (linked by LoanInfoID, RequestDate and RequestType). Then group all documents generated for the "Renewal" and follow with the comment made...

I attached a more complete of my data base, please start by open the "F_BorrowerLoanHistory", then double click on any date in the "RequestDate" list box that would open "F_LoanDocuments". From there user will make the necessary update and comment by clicking on "Comment" button to open the "F_LoanDocumentsComment". I also attached a revised sample report that I am trying to achieve.

I would greatly appreciate that if you could use my first attachment to explain how this can be done.

Thanks for your help.
Van
 

Attachments

Last edited:
Pat, thank you so much for your time.

I am working to make the necessary adjustment. Do you have a sample report that generated from two tables?

Again thank you.
Van
 

Users who are viewing this thread

Back
Top Bottom