Office 2007 - Access

Lesson 47: Report Layout and Design

47/72 Lessons 

The quickest way

In “Access” 2007, we have the option to create a “Report” with just one click.

Select the “Table” or “Query” in the “Navigation Pane” and click the “Report” button in the “Ribbon”.

You can later customize this “Report” in “Layout View” or “Design View”.
I think now you already know how to switch from one view to another.
I’ll review again.
Select the “Home” tab, click the downward pointing arrow under “View” and make your choice.

“Layout View”

“Layout view” is new in “Access” 2007.
This view allows us to set the size, the formatting of the fields while viewing the data from the “Table” or “Query”.

To open a previously created “Report” in “Layout View”, right-click it in the “Navigation Pane” and select “Layout View” in the drop-down menu.
To set the width of a column to fit a selected field, place your cursor over the edge of the column and when it changes into a double arrow, click and drag it to the desired size.
This changes the width for each field in this column.
The same goes, for example, to make the text in a field bold. This will make all fields in this column, bold.
For the rest, there is not much more to say about this, just that you should use contextual tabs for formatting your “Report”.

“Report Design”
Yet another way to create a “Report” is with the “Report Design” button.
We also find this button under the “Create” tab in the “Ribbon”.
When we click on it, it opens a blank “Report”, divided into three sections:

  1. The “Page Header” section
  2. The “Details” section
  3. The “Page Footer” section

In the “Details” section, we place the fields from the “Table” or “Query”.
But the first thing you should do is click the “Report Design” button in the “Ribbon”. “Access” needs to know on which “Table” or “Query” you want to create a “Report”.
Select “Report” in the upper section of the “Properties window” and select the “Data” tab.
Click the downward pointing arrow next to the “Record Source” box and choose the “Table” or “Query” you want to create a “Report” for, in the drop-down list.

Click the “Add Existing Fields” button in the “Ribbon”.
Double-click the fields you want to add in the list.
“Access” will automatically add them to the “Details” section.
By default, each field is added as a label and a text box.
The text box contains the value from that field, the label provides a description of that field.

To move a field, select the field and the label together, place your mouse pointer over the edge and when it changes into a four-way arrow, drag it to the desired location.

To move only the label or text box, click and drag with the blocks at the top left corner.

A second way to arrange fields is, by using the buttons in the “Arrange” tab.
Select of course, the field or fields you want and confirm.

To change the size of the “Details” section, place your cursor over the edge, on the left or bottom and when it changes into a two-way arrow, click and drag the mouse until the desired width or height is reached.

Click the upper part of the “View” button to open a “Report” in “Report View”.

Awesome!
You've completed Lesson 47
START NEXT LESSON