Report using queries to sum values across a date range in two tables

abarin

New member
Local time
Today, 03:22
Joined
May 20, 2012
Messages
3
Hi all,
I've been having a bit of trouble trying to realize the following goal on a report, I'm hoping I'm just overlooking a simple solution..

I coordinate a research study that offers participant compensation. A participant receives 4 payments of amounts depending on the visit level. I disburse money to our staff and they in turn give it to patients. The amounts vary and the money I disburse might go unused if a patient cancels or be used for a different level of visit. To track this I currently have a disbursement table and a patient receipt table, both related by my employees table.

What I'd like to be able to do is, run a report that shows me the disbursements and receipts for a period then calculates the difference to show me their balance. I've got queries that can do the individual parts of the calculation for me, but getting them to feed into one clean report has been rough. I have one form that feeds the parameters to multiple queries but this is messy as it opens up all the isolated queries and I'm not sure how to make this all feed into a report. Do I need to incorporate some sort of VBA code to make this all flow?
I'm fairly new to this and would appreciate any help.
Thanks,
Aiden
 
So exactly where is the problem.

You have a query for dispersments which is correct and another for receipts which is also correct.

So now you create a Report with two sub Reports and calulate the difference.

What am I missing.
 
Sorry I didn't phrase the question well.. I'm not sure how to get the criteria from the form to cascade through the queries into a single report. Right now my form feeds the queries which open up in separate windows. I'm not sure how I can base a report on queries that need form parameters.
Thanks for your help,
Aiden
 
Sorry I didn't phrase the question well.. I'm not sure how to get the criteria from the form to cascade through the queries into a single report. Right now my form feeds the queries which open up in separate windows. I'm not sure how I can base a report on queries that need form parameters.
Thanks for your help,
Aiden
It is the other way around. Queries feed Forms. But that is not what you want isn't it.

I assume you are trying to create a Query based upon something in the Form and then feed a Report.

Am I close? :confused:
 

Users who are viewing this thread

Back
Top Bottom