Auto Name Reports - Microsoft Access Forum


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Auto Name Reports

Harold Laski

4 years ago

Let us say that I see 10 clients everyday. Each one gets a report that is created from a form that is filled out. Clicking Print will preview the report and I can then print it. However I need that report named automatically so that I can bring it up again for future use. I want to know if there is any video showing how to automatically name the report and save it as it prints. My idea is to name the report as a concatenation of the customerID-ReportID-Date-Time. This would almost certyainly make each report name unique. For example say the client is John Smith, Client # 865. We create a report for him that day and it is Report 42. The report was made on 02/16/2022. WHen the print report button is pressed, that report gets saved under the name 865-42-02162022-124206 meaning client 865-report 42, date 02/16/2022 and time 12:42:06. Help!

Richard Rost @Reply

4 years ago

You wouldn't save each separate "printing" of the report AS a report. These are not like Word documents where you'd save them all in a folder named differently. The "Report" is the same. What you could do is create a table that keeps a list of the criteria you used to save each report. Now what you would save in this "ClientReportT" table would depend on a lot of different factors. I'd need to know more to tell you more, but that's the gist.

If you only care about the OUTPUT of the report itself, and not necessarily having a copy of all of the data in Access, you could create a PDF file of that report and save it in a folder for future reference. Export Reports to PDF

	Harold Laski OP @Reply 4 years ago
Yes. I went throught the basic and the extended cut. I think that I can work with the PDF. However, I need to name the pdf file that gets saved a unique name, not just the clients name since we may have many pdfs created for each patient, sometimes even several each day. I would like to name it the patient's name and the date and time as part of the pdf name.

	Harold Laski OP @Reply 4 years ago
Could I use the example that Richard used but changed a bit? DoCmd.OutputTo acOutputReport, "CustomerR", acFormatPDF, "C:\Users\Richard\Desktop\Customers" & CustomerID & Now() & ".PDF"

	Kevin Robertson @Reply 4 years ago
Concatenation Format Example `PatientName & "-" & Format(Now(), "yyyymmdd-hhnnss")`

	Juan C Rivera @Reply 4 years ago
Harold if you like to supercharge you set up look up the ABCD in there Richard sets up a document tab when you print your report you can save it to a folder with that format and list it under the customer. Recomend this due to I have used the lessons many time for diffrent projects and I love it.

	Richard Rost @Reply 4 years ago
ABCD

	Richard Rost @Reply 4 years ago
We need to teach Juan how to use the link dropdowns on the bottom of the comment window. :)

	Juan C Rivera @Reply 4 years ago
WOW I jack it up again... :(

	Scott Axton @Reply 4 years ago
Juan don't beat yourself up to bad. (We are here to do that for you! -- LOL) Go back and look at my posts. I did it a lot and I got in on the ground floor.

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