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Filtering Reports in Access

By rahimr ·

I'm new to MS Access and I have a report that I would like to do the following. The report right now is a detailed, project report for our PMO (Project Management Office). In this report, one of the fields is Project_status, of which there are 8 possible project status types. I have been trying to find a way to filter the report based on status types - please note, can be more than 1 type. I've experimenting with creating a new form, but my knowledge with ACCESS is very limited and so any advice/assistance you could provide would be of great value.


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Use queries

by wordworker In reply to Filtering Reports in Acce ...

Here's one approach: Set up a query that prompts the user to enter a Status Type and then selects the appropriate records from the source table; make that query the record source for the report.

You can set up your query to prompt for more than one status if you need to records where status=1 OR Status=2.

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Or a multi select combo box....

by rhowens In reply to Filtering Reports in Acce ...

You could use a multi-select combo box or list box on a form. Starting the report brings up a form that prompts the user to select the categories (pulled from a table of all the possibilities)and the category query field for the report would include the criteria "forms!frmYourForm!txtYourFieldName"

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use queries if a beginner

by slurpee In reply to Filtering Reports in Acce ...

While a multi-select combo box offers you the same possibilities, making several queries - 1 for each possible type of response, and then a combinatorial query or those queries - makes it a lot easier to track what data you have that may appear in your report. You also have a bit more flexibility as to how to organize the report, for you can make subreports based on the individual queries, if you prefer. It can be time-consuming, but in the end it is worth it.

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