If both your forms are working fine as they are
Create a query based on the Customers and Salespersons tables joining the tables on (I presume) SalespersonID as 1 salesperson can have many customers but (I hope) a customer can have only one salesperson. If your tables don't follow this structure you have a problem. Post a list of the fields in each table and I'll help you adjust it.
Once you have your query use the report wizard to create a report on this query grouping by SalespersonID. You may have to make some adjustments but this will give you a good report template to start with.
Quote:
Originally Posted by blyxx86
I am very new to Access, and have only been using it for a month now. I have learned how to do a lot of things, but have been having problems making a form update a query that then is sent to a report.
Here is what I would like to accomplish...
I have a table that has customers, and another table that has salesperson. I want to link certain salespersons to an individual customer. Also, each salesperson may have more than one customer. I then would like to create a form that will create a report of all the units that customer has under that salesperson.
For example, Joe has three customers. He has Cust1, Cust3, and Cust7. I want to create a combo box that has all the sales members and then will create a report that shows all the units that Cust1, Cust3, and Cust7 have bought. This way I can send the reports to each individual salesperson. I know I can setup a piece of code that will also send them an e-mail with the attached report.
I would also like to be able to filter the query by a date (or date range) on the form as well.
I normally wouldn't ask, but I have no idea how to make a form update a query and then generate the report. I also am not sure how to link the Salesperson to the customers.
I have tried making a form that updated a query, but when I went to open a report based on the query, it would fail. I don't have the error code because I have just been using manual date selection for the past week (ie, going in to the query and using BETWEEN date() AND date()-6, or actually entering the dates for the query)
Any help would be appreciated.
I am running MS Access 2000 on Windows XP Pro.