Background: Currently we use a vendor to run recurring daily/monthly/quarterly reports. It's been decided that it's pretty much a good idea to make sure the vendor is actually doing his job and sending out the reports. So we created a temporary solution in the form of an excel spreadsheet with columns for Report_Name, Report_Recipients, 1/1/2011, 1/2/2011, 1/3/2011 etc...(you know where this is going) where the column names with date titles are populated with indicator data (Yes/No/Ran_in_house).
Now we're toying with the idea of reporting on the audits we've been doing on the vendor.
Uh oh. This spread sheet is a mess. Obviously this is a massive pain in the ass as it's set up, so Im looking to burn the spreadsheet and start over again in Access.
We set up something using sharepoint and wanted to take advantage of the "versioning", but unfortunately we can't get access and/or have no idea where the versioning table is stored.
The Solution: Fuck it, I'll create an audit tracking Access Database with it's own versioning table. Take that you sharepoint bitches! Forms are a joke to make.
The Problem: I don't know how to make forms in Access 2007. The last time I made access forms was many fucking moons ago and I need this to do something rather specific.
I'm hoping there is a way to display the names of all the reports on the form with check boxes next to them. If the Box is checked, I want it to write a row on another table with the report_id as well as the Date so that we can identify how many and which reports were missed at the end of each month.
Is this possible/feasible/ridiculously easy and Im just too much of a noob to know whats up? Please help H/A
Posts
You have three sets of reports that this vendor runs and sends at different periods. One set of reports are run and sent daily. Another, non-overlapping set of reports, are run and sent monthly, and a third non-overlapping set of reports are run and sent quarterly.
And you want to track these reports. You want to track if each report is run and sent when it is supposed to.
How are you tracking this? With the vendor's knowledge? Are you kludging this into his process somehow? Or is this being tracked manually? What I mean is, is the tracking also automated, or is someone keeping tabs on the vendor and using this system you want to build to manually tick off what's been done? Or is it going to read a directory to make sure the file has been sent there for the day? Or what?
Either way, your project certainly sounds doable and probably simple. Creating an Access form in 2007 is just like creating on in any previous version of Access, really.
Yessir. Reports are run every day overnight and forwarded to distribution lists.
Yup
The vendor probably picked up on the fact that we're tracking the output when I requested that they forward all of their output to the newly created email address Company_Team_Recurring_Report_Audit@company.com
The way the process currently works is every morning a dude on my team opens up a spreadsheet that lists all the report names as rows and creates a column for today's date. He then ticks off every report that was sent to the box. Rinse and repeat ad infinitum. This was a "temporary fix", that kind of became permanent because, you it worked well enough,
Fast forward to now. I have to document the process, create a monthly stats report, and upload the raw data onto our sharepoint site. Frankly a 500 column spreadsheet is a bit fucking embarassing and not something I would like to publicly have ownership of.
Ideally, I would like to create a form that has two checkboxes for each report (about 40 reports), one that indicates it was run by a third party, and the other indicating that it was run in house. When the form is submitted, a would like it to write up a row for each checkbox ticked like so:
Report_ID | Run By | Date | Entry_ID
100001 TEAM 4/14/2011 1
100001 TEAM 4/15/2011 2
100002 VENDOR 4/15/2011 3
100003 VENDOR 4/15/2011 4
http://office.microsoft.com/en-ca/access-help/create-a-check-box-toggle-button-or-option-button-HP005188421.aspx