Quarterly and Fiscal Year Report Creation

Thread view:

Enable EMail Alerts

Start New Thread

Thread rating:

Brooke - 31 Aug 2007 16:46 GMT

Hello All, I am in the process of making an awards database for my company. I
need to create reports for the Fiscal Year(Oct-Sept) and Quarterly Reports. I
have the employees name, Supervisors Name, Recommender's Name, the Awards
Name and the Award Amount. I also have when the Award was requested, when it
was received back from HR and when it was Presented to the Employee (dates) I
would need to create a report for who received what award by quarter and the
total amount given out for the quarter. This situation would be the same for
the year also. I need to know how to set fiscal year to 0ct-sept also. Any
help would be greatly appreciated Thanks!

Reply to this Message

Duane Hookom - 31 Aug 2007 17:46 GMT

To get the fiscal year, you can add months and find the Year of the result.
If Oct - Dec of 2007 is part of the 2008 fiscal year then use an expression
in a query like:
FiscalYear: Year(DateAdd("m",3,[YourDateField]))
If Jan - Sept of 2008 is part of the 2007 fiscal year
FiscalYear: Year(DateAdd("m",-9,[YourDateField]))

Signature

Duane Hookom
Microsoft Access MVP

> Hello All, I am in the process of making an awards database for my company. I
> need to create reports for the Fiscal Year(Oct-Sept) and Quarterly Reports. I
[quoted text clipped - 5 lines]
> the year also. I need to know how to set fiscal year to 0ct-sept also. Any
> help would be greatly appreciated Thanks!

Reply to this Message