I am glad that you have it working.
I am sorry that I did not make my earlier posts clearer, and that I did not get back to you , my friends know that my time on here is a bit erratic due to domestic circumstances.
May I comment on a few things that may help you go foreward.
Firstly you do not need the Dateadd as you are adding zero.
This
Qtr: Format(DateAdd("m",0,[Dateofaudit]),"yyyy"" - Qtr ""q",0,0)
could be
Qtr: Format([Dateofaudit],"yyyy"" - Qtr ""q")
The rest of this post notes changes that you might want to consider
This
you need to make the Selection of the data based on which records you want to process, I guess that it would be something like
Dateinrecord>datadd("y",-1,[datetoauditto])
was not intended for a direct copy, I guess your Dateinrecord is Dateofaudit and the "datetoauditto" was for a parameter input either via a pop up prompt or better from a form.
This was to select the data prior to prcoessing rather than after which is the method you have chosen, nothing wrong with that if little processing takes place and maybe easier in some cases.
I would urge you to use a parameter rather than hard coding which must be changed for each run.
I would use a Form and I would have 2 controls a from and to which would allow complete flexibility and future proving. I would also use Combo boxes with pre entered values to be selected for normal use, this minimises failure due to typos, they can be over ridden if it is ever necessary.
The criteria would then be
>=forms!yourformname!startcombo And <=Forms!yourformname!endcombo
The query would be run from a command button on the Form.
hope this helps , the forum has examples of the use of query by form and combos, and you can always ask specific questions.
Brian