Report Automation

[jmitchell465]

I have a report that I'd like to do to things with in access.

1) export to a specific network location

2) email to a specific listing of contacts

For the network location, I'd like the PDF to contain the current date and a field name. The field name would be 'EX Fund Name' and is located in a query named 'fund details' that's used for the report. Within the 'fund details' query, the 'EX Fund Name' field is found in a table named 'EX Fund Master'. The 'fund details' query prompts for a fund code to be entered. Once entered, the query and report both identify records for that specific fund. If the network file name could contain the specific fund name retrieved in the report/query, that would be ideal. An example would be: jmitchell465 Fund Report 11-30-2012.pdf for that fund or AccessWorldForms Fund Report 11-30-12.pdf for another.

For the email, I'd like the PDF to do the same thing as mentioned above with the subject line to include the field name and date as well.

If anyone has any pointers on how to accomplish these tasks, please let me know.

Thanks.

 

[Rx_]

I create all reports in Excel using Excel automation.
My process creates a report, then saves the report as - (to a custom location) on a network folder. Each name includes a time stamp (YYMMDD), Report name, and the user selected parametes.
Each report is saved as in a network folder for the UserID, subfolder for Report Name.
They all sort nicely by date in each sub folder. That is why I put the dates first then the report name. They sort nicely.

I would suggest saving each report, then running the next process to retreive each report to email. Break each process down to a definable result.

Create a Logging process to log the success or failure of each result. That way, if the e-mail server was down for a day, the reports are sitting there ready to go when it is back up again.