Report via e-mail

[cheiboy]

I've got a new project put into my hands.

Every month from here on until they say 'no more', I've got to generate a report, but I want to send it to the RN reviewer who's putting this together. We have four plans, and the RN only wants HealthSelect or 'HS' members on a monthly basis, but I want to send it to her via e-mail, any ideas?

 

[cghoga]

hi.

1 You need to build a query that only pulls HS members
Create a new query based on the table your entering data.
Select all the fields you want to see on your report from
the table. In the field you use to enter what health
plan, in the criteria section, enter "HS" (Make sure HS is what you're using or it will not pull correctly). This will tell
the query to pull only HS members. Try running the query
to make sure it is only pulling HS members.

2 If Step 1 is running ok, build a report and set its
record source to the query you built in Step 1. Click and
drag the fields you need on the report and format as
necessary. Try running the report to make sure it is
pulling the correct data.

3 To email the report use the SendObject action...You can do this through VBA or by creating a macro and running the macro during runtime. I will explain how to use the macro.
First, create a new macro. In the action column there should be an item in the list called SendObject. Select it. There should be options at the bottom. Here you will enter what you want to send, who to send it to, etc.
Save the macro.

To run the macro from a command button use this code in the On Click procedure of the button:

DoCmd.RunMacro "YourMacroNameGoesHere"



Hope this helps you.

 

[cheiboy]

It worked like a charm, now I made a few changes. This query will also be used to run reports for the other four Health Plans, so in the criteria of the query I put [Enter Plan ID], I also put in a data range. Now here's what I want it to do. If I enter HS, I want it to be sent to the person doing the work plan for HS.