Class Session: Monday Nov 12, 2018

Access: Reports for Output


What is a Report?

Access Guide to Designing Reports Help

You can build reports that pull data from several tables and present that manipulated data as a paper product.

It's a way to retrieve and present selected information stored in your database in a format that will be printed rather than viewed on a computer monitor.

  • requires some thought about composition, about how they will look to the report user
  • can be based on either a table or a query
  • can combine text, data, pictures, lines, boxes, graphs, nd drawings to design exactly the output you need

Why use Reports?

Reports provide a snapshot of your database (or a part of your database) each time a report is generated. A well-designed report can be used over and over.

Generating Reports: Auto Report

If you want to create a simple report that is a duplicate of a particular table or (more likely) a simple select query, create a report based on that table.

simple report

You then will see what the printed report will look like, but it might have taken some formatting work in the design view to make this happen.

report design view

If you want to modify the report's appearance, you may do it in the WYSIWYG design view or you may choose to be more precise and exact by working within the report object's properties.

design object properties

Generating Reports using the Reports Wizard

select the Wizard

report wizard

Using the Wizard dialog boxes, you can combine data from multiple tables and/or queries into a report. If you do use multiple tables/queries in the report, the Wizard will ask you to select the primary item on which the report will be based ...

sorting in the report wizard

... and will ask you how you want the data grouped below the primary item ...

grouping in the report wizard

... and decide how to display the data in the sections of the report.

If the data can be manipulated by some sort of math operator, you will have the opportunity to perform summary operation in the form by selecting the appropriate option ...

summarizing in the report wizard

... which will insert selected functions into the design.

summary options

It will then guide you through setting up the display properties ...

layout in the report wizard

... and then carry you through the print view ...

report print preview

... from which you can alter the appearance by using the design view.

working in the design view

Report Components

Report Header
  • what appears at the top of the report
  • includes the title

report components

Page Header

  • what appears at the top of each page in the report
  • similar to showing the column headings on each page of an Excel printout

Group Header(s)

  • if the report is grouped, what appears atop each grouping of data

Detail

  • where the data from the tables/queries will appear

Page Footer

  • what appears at the bottom of each page

Report Footer

  • what appears on the last page of the report

 

Modifying Reports

  • You can add new components and functions to reports
  • see this short PPT show for one tool you need to have

go to Task 5.04

Quick links

opal login: ssh ONYEN@opal.ils.unc.edu
opal password: ONYEN password

Instructor

Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 Unported License.

Office hours by appointment.