Comments Field on Report 1

[kentwoodjean]

Hoping someone can give me some guidance. Currently, I have a database that produces many reports, mailing lists, senority charts etc. With this database, I have also created weekly and monthly "Scorecards" that provide a review of the employees telephone measurements. this report is built from a query that used the employee table and the telephone results table (info downloaded from Crystal Reports into excel and imported into Access). the common link between the 2 tables is the "Ext No." Since the employee table also contains a team #, when the report is requested, it is requested by team and each individuals results appear on a separate paper. Everything works beautifully, but now my users want a memo field where they can put comments in following their monthly 1 on 1 with the employee regarding results and items to work on. They would like these comments to be a running accumulation of disucssions so that on next months report, the previous months comments will also appear. That way they can determine if previous agreements on employee/team leader actions have resulted in performance improvement. I have tried a few different things but nothing seems to work. Any suggestions?

 

[PaulBricker]

I assume you want the Comments to attach themselves to each employee by EmpID and not by TeamID so if that's the case, you can create a Table with two fields
EmpID and Comments

Add this table to your Query and join the table to your EmployeeTable and telephone results table by EmpID and then on your report, you can add the Comments textbox. It's linked to the EmpID so it should follow their page in the report.

Paul

 

[kentwoodjean]

You always make it sound so easy, and I make things so difficult. Actually, I did have a table previously built just for that purpose (one of my ideas while I tried to figure this out). I did attach it to the query as you suggested, and it looks great on the report. This maybe a dumb question, but I assume the intent is to create a form that can be used to enter the comments following the employee discussion. Then each time the monthly report is created to include the new month, the all previous comments will carry forward.

 

[PaulBricker]

I did assume that you were using a Form to enter the comments for each empID. You don't have a lot of options there. It wouldn't need a lot of info other than the ID and the Comment field. We use one at the school for faculty to enter comments to students and then the students get the reports emailed to them.

Paul

 

[kentwoodjean]

Thanks Paul. As always, you are very helpful and patient with me as I continue to learn.