Control Source on condition

That line would go wherever you want to open the report. Typically it would be behind a button on a form, perhaps with other criteria to restrict the report (date, customer, etc).

I'm actually leaning towards the table, though not far over. For the other, you could use a DLookup with a criteria that looked for the appropriate code (M1 I think?) and perhaps a second criteria to make sure they're active. Then find the max date for whatever customer that finds. The SQL method would involve a subquery that used the TOP predicate to return one record, with the same criteria.
 
I tried to put it in before the DoCmd.Maximize I have in the open event but it didn't like that. I am opening those invoice reports in the switchboard.

The two fields for the criteria for each are Cancel="n" for both and BLCAT="M1" for the monthly and "Q1" for the quarterly

You lost me on the DLookup.

The Control Source expressions you gave me the other day work if I move records from an M1 to a Q1.
 

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