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  1. #1
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    Summary Debt Reports

    Hello,

    I need to create summary reports based on TblDebtServiceSchedule fields below:

    -ID
    -Serial
    -Date
    -Principal
    -Interest
    -Expenses
    -Period Total
    -Fiscal Total
    -Principal Balance

    and TblHeaderNotes (attached).

    The tables are linked by the 'Serial' fields.

    The summary reports will be based on the 'prorated' percentages contained in columns 'o' through 'x' of the TblHeaderNotes table as applied to the 'principal', 'interest', 'expenses', 'period total', 'fiscal total', and 'principal balance' fields in the TblDebtServiceSchedule table. Detail and summary data for each fiscal period (7/1/xx-6/30/yy) is the goal.

    My approach so far has been to craft a query for each report and then craft a report using the query as its record source.

    Since there are ten summary reports involved, this approach does not seem to be very efficient.

    Would anyone know of a more elegant approach which could produce the summary reports based on only one query and one report?

    Thanks,

  2. #2
    5 Star Lounger
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    Re: Summary Debt Reports

    Are the fiscal periods weeks months quarters?

  3. #3
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    Re: Summary Debt Reports

    Rupert,

    The 'period total' column refers to total by month (displays in both the detail and summary section of the report)while the 'fiscal total' column refers to total by year (displays in the report's summary section only).

    Thanks for your help.

  4. #4
    5 Star Lounger
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    Re: Summary Debt Reports

    What I was thinking was that you could use something like this:-

    Expr1: DatePart("m",[tbl_YourTable]![fld_YourField])

    In the field part of the query design grid and use this in the criteria part:-

    [Type Month,eg 5 for May]

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