This was super helpful, thank you. A couple of follow up questions - can you use this export to run the report for every customer individually and save those individual files with the customer's name from the customer name field?
Yes, that's what's covered in the Extended Cut, and since you remember, you should go watch that. I think I used the customer ID, but you could very easily use their name.
Can we use ACCESS as CRM/ERP software for a tiny company? Adding client names, details, contacts, receiving orders, generating cost estimates in PDF, generating order confirmation in PDF, adding ops-related data into ACCESS? Can we use ACCESS as a cloud version and anyone from the organization can access it through OneDrive?
This is great... exactly what I was looking for.... however I would like it to be able to save it as the customers "name or invoice no." or even both.... is this possible?
What would the VBA code be to export a Report to a "Save As" dialogue box that would allow you to save the report as an Excel File? I a using Access 2007-2016 version and have not been able to find anything on Chat GBT that works
hey, very helpful and insightful video. i have a queston, how can i automate my database such that everytime i click the export button it exports a report that reflects the latest data that has been updated from the table or the form
I get a ton of questions every day, and I don't have time to answer them all here on RUclips. Feel free to submit your question on my website at: 599cd.com/AskYT
I want individuals using the database to be able to save their own reports but I do not know each user name, is there away of using something generic so regards where the database is it will save to a folder on their desktop?
Thanks for the video. Very helpful. Normally, I'll set my reports to open in print preview. If I export to "PDF or XPS" using the Ribbon, the PDF will automatically open after it's exported. Is there a way to do this using the method you've shown us here?
It seems that when I generate PDFs with access my font or font size is changing slightly, which is severely affecting how much information you can see on the PDF. Is there any way to fix this?
Thank you so much Richard for the valuable lesson. This is part of what I need. Is there any possibility that you can have the digital signature field in the automatic pdf conversion? Ex: a database is developed to show all differernt tasks assigned to different users. Your video shows that the button could automatically generate the pdf converted from the report once clicked. Is it possible that pdf (that has the name of the assigned user) include the assigned user's digital signature too? thank you so much Richard.
How to extract information with a current pdf template you own. I have a editable pdf and was wondering if there’s any chance to transfer my clients data automatically to the pdf.
I get a ton of questions every day, and I don't have time to answer them all here on RUclips. Feel free to submit your question on my website at: 599cd.com/AskYT
Is there a way to make table of contents on the 2nd page, after the cover letter in the report, or at least references marks. The reason is when I export in PDF, I want the PDF shows the bookmarks besides the table of contents for enhanced navigation. Thank you.
How do i export the same report to excel and PDF at the same time? problem: My report query requires that I have to select Random rows, so each time the query runs the results are different.
Had One Query , I have One form having Continuous Subform ,On Main Form search box filters subform data using Data source ,How to Export Filtered Form ? When i export all data exports
Use the same criteria to generate a REPORT. That's what you export. Reports are for printing or making PDFs. Forms are for use on the SCREEN for data entry.
Hi Richard, I tried to post a question in your forum web site but it says error which asks me to go back and resubmitted. I did it 3 times but the same error message appears. no update on forum with my question? Could you please do the test? thanks a lot for your help
Hi Richard, I'm having one problem with this, otherwise it's working great, I can't believe it was just one line. After generating the PDF I open it up and the images that aren't embedded in the report are not shown (they get their filename from a text box on a different page). These will show if I opened the report and use the Print to PDF option but not 'automatically' generating the report.
Hi William. I need more information in order to help you properly. I only check RUclips comments maybe once a week, so do me a favor and post this in the Access Forum on my web site: 599cd.com/AF. Be sure to include all of the details and post screen shots if you need to. I've got a fantastic group of admins on my site that love to help answer questions, too. If you haven't set up your account on my site yet, you can do so here: 599cd.com/YTFU.
Hi! Thanks for the Code. I just wanted to know if it is possible select a field value as Report Name ex. Suppose there is a field name Customer & the record that I want to save has customer name BOB is it possible to save the PDF as BOB.pdf automatically.
Thanks. Access has two resolutions for exporting PDF: screen quality and print quality. You can find more here: docs.microsoft.com/en-us/office/vba/api/access.docmd.outputto
This was super helpful, thank you. A couple of follow up questions - can you use this export to run the report for every customer individually and save those individual files with the customer's name from the customer name field?
Yes, that's what's covered in the Extended Cut, and since you remember, you should go watch that. I think I used the customer ID, but you could very easily use their name.
Can we use ACCESS as CRM/ERP software for a tiny company? Adding client names, details, contacts, receiving orders, generating cost estimates in PDF, generating order confirmation in PDF, adding ops-related data into ACCESS? Can we use ACCESS as a cloud version and anyone from the organization can access it through OneDrive?
My understanding is populate the data into the PDF template and generate the different reports. It is not simply populate to create the new file
Populating existing PDFs requires the full paid version of Acrobat, which I do not use.
Very helpful thanks
You're welcome!
This is great... exactly what I was looking for.... however I would like it to be able to save it as the customers "name or invoice no." or even both.... is this possible?
That is what's covered in the Extended Cut for the members. Join today and watch it.
What would the VBA code be to export a Report to a "Save As" dialogue box that would allow you to save the report as an Excel File? I a using Access 2007-2016 version and have not been able to find anything on Chat GBT that works
hey, very helpful and insightful video. i have a queston, how can i automate my database such that everytime i click the export button it exports a report that reflects the latest data that has been updated from the table or the form
I get a ton of questions every day, and I don't have time to answer them all here on RUclips. Feel free to submit your question on my website at: 599cd.com/AskYT
I want individuals using the database to be able to save their own reports but I do not know each user name, is there away of using something generic so regards where the database is it will save to a folder on their desktop?
Thanks for the video. Very helpful. Normally, I'll set my reports to open in print preview. If I export to "PDF or XPS" using the Ribbon, the PDF will automatically open after it's exported. Is there a way to do this using the method you've shown us here?
599cd.com/Ask
It seems that when I generate PDFs with access my font or font size is changing slightly, which is severely affecting how much information you can see on the PDF. Is there any way to fix this?
Thank you so much Richard for the valuable lesson. This is part of what I need. Is there any possibility that you can have the digital signature field in the automatic pdf conversion? Ex: a database is developed to show all differernt tasks assigned to different users. Your video shows that the button could automatically generate the pdf converted from the report once clicked. Is it possible that pdf (that has the name of the assigned user) include the assigned user's digital signature too? thank you so much Richard.
599cd.com/a?22657
Thank you
But if I want to save the report in a folder that dos not exist, and want access to create that folder?!
Use the MkDir command. 599cd.com/ACD31
Great video thanks
how would I save multiple reports on the same pdf ?
Is it possible to do so ?
The only way I could think of to do that would be to use two subreports and then export them together as a single report.
How to extract information with a current pdf template you own. I have a editable pdf and was wondering if there’s any chance to transfer my clients data automatically to the pdf.
I get a ton of questions every day, and I don't have time to answer them all here on RUclips. Feel free to submit your question on my website at: 599cd.com/AskYT
Great video, but I have question.
Can I export multiple records into separate pdf with one click?
Yep. That's covered in the Member's Only Extended Cut.
@@599CD I joined the channel, which video mentions my question?
You joined as a "Supporter." The extended cut videos are only available to Silver members and up. The link to the video is on the page for this video.
Great
Thanks
Is there a way to make table of contents on the 2nd page, after the cover letter in the report, or at least references marks. The reason is when I export in PDF, I want the PDF shows the bookmarks besides the table of contents for enhanced navigation. Thank you.
599cd.com/ask
How do i export the same report to excel and PDF at the same time? problem: My report query requires that I have to select Random rows, so each time the query runs the results are different.
If that's the case, export to a temp table first, and then use the temp table to create your PDF and Excel data - it will be the same.
Had One Query , I have One form having Continuous Subform ,On Main Form search box filters subform data using Data source ,How to Export Filtered Form ? When i export all data exports
Use the same criteria to generate a REPORT. That's what you export. Reports are for printing or making PDFs. Forms are for use on the SCREEN for data entry.
@@599CD thanks
How can I add password to pdf
Hi, how can I export multiple records into separate named pdf with one click? I am a Silver Member but I don't find the specific video...
You really can't do that with just Access. You'd need a PDF tool to merge two PDFs together. You could try using a Report with Subreports.
Hi Richard, I tried to post a question in your forum web site but it says error which asks me to go back and resubmitted. I did it 3 times but the same error message appears. no update on forum with my question? Could you please do the test? thanks a lot for your help
Well, what's the error message?
See Rule #2: 599cd.com/Rules
Hi Richard,
I'm having one problem with this, otherwise it's working great, I can't believe it was just one line.
After generating the PDF I open it up and the images that aren't embedded in the report are not shown (they get their filename from a text box on a different page). These will show if I opened the report and use the Print to PDF option but not 'automatically' generating the report.
Hi William. I need more information in order to help you properly. I only check RUclips comments maybe once a week, so do me a favor and post this in the Access Forum on my web site: 599cd.com/AF. Be sure to include all of the details and post screen shots if you need to. I've got a fantastic group of admins on my site that love to help answer questions, too. If you haven't set up your account on my site yet, you can do so here: 599cd.com/YTFU.
In the build event can you include the "date()" in the saved file name?
Sure. Something like:
FileName = "C:\MyFiles\This is my file saved " & Format("yyyymmdd",Date()) & ".txt"
@@599CD awesome thank you very much
Hi!
Thanks for the Code. I just wanted to know if it is possible select a field value as Report Name ex. Suppose there is a field name Customer & the record that I want to save has customer name BOB is it possible to save the PDF as BOB.pdf automatically.
Sure
Great Video!
How would I export to a compressed PDF file to reduce file size, 8MB to 300KB?
Thanks. Access has two resolutions for exporting PDF: screen quality and print quality. You can find more here: docs.microsoft.com/en-us/office/vba/api/access.docmd.outputto