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Create a Simple Report iLab6 Report

Submit your assignment to the Dropbox located on the silver tab at the top of this page.
The purpose of this lab is to create Access Reports. After a report is created, the student will sort the fields in different ways. The student can also delete fields in the layout view and modify the appearance of the report by applying Themes.
In addition to the report generated by Access, the lab also uses Report Design to allow users to design their reports.
Part A

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Step 1: Create a Simple Report (Lab6 Report1)
Step 2: Create a report using Report Design (Lab6 Report2)
Step 3: Creating Multitable Reports (Lab6 Report3)
Step 4: Adding a Subreport (Lab6 Report4)
Step 5: Create Mailing Labels (Lab6 Report5)

Part B

Step 1: Create a Report (Lab6 Report6)
Step 2: Create a Multitable Report (Lab6 Report7)

DeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means – graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems,  without the prior consent of DeVry Educational Development Corporation.
Page 1 of 21
BIS245 W6 iLab Instructions.docx
A. Lab # BSBA BIS245A (6)
B. Lab 6 of 7: Creating Reports
C. Lab Overview – Scenario / Summary:
TCO(s):
Given a database application with a completed relational schema, populated tables, and business reporting requirements, create the necessary reports and make a business decision.
Scenario:
The purpose of this lab is to create Access Reports. After a report is created, the student will sort the fields in different ways. Also, the Student can also delete fields in the layout view and modify the appearance of the report by applying Themes.
In addition to the report generated by Access, the lab also uses Report Design to allow users to design their reports.
Upon completing this lab, you should be able to:

Create a report and apply a theme for the professional appearance of the report.
Use Report Design to generate your report.

Deliverables:
Upload the modified Lab6 Start.accdb file that you saved as YourName Lab6.accdb to the Week 6 iLab Dropbox.
Section Deliverable Points
Part A

Step 1: Create a Simple Report (Lab6 Report1)
Step 2: Create a report using Report Design  (Lab6 Report2)
Step 3: Creating Multi-table Reports (Lab6 Report3)
Step 4: Adding a Subreport (Lab6 Report4)
Step 5: Create Mailing Labels (Lab6 Report5)

Part B

Step 1: Create a Report (Lab6 Report6)
Step 2: Create a Multi-table Report  (Lab6 Report7 DeVry University)

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 2 of 21
BIS245 W6 iLab Instructions.docx
Lab Steps:
Preparation:
1. Get the Database from Doc Sharing:
Download the Lab6 Start.accdb Northwind database file from your course Doc Sharing panel (Labs view) and save the file to your local drive.
2. Using Citrix for MS Visio and/or MS Access

If you are using the Citrix remote lab, follow the login instructions located in the iLab tab in Course Home.
You will have to upload the “Lab6 Start.accdb” file to your Citrix folder. Follow the instructions located on the iLab Tab in Course Home.

3. Start MS Access:

If you are using Citrix, click on the Microsoft Office Applications folder
If you are using Visio on a local computer, select Microsoft Office from your Program Menu

Lab:
Part A: Creating Reports (Step-by-Step)
Step 1: Create a Simple Report
The basic steps for creating a simple report in MS Access are as follows:

Select the table for the report in the Navigation Pane
Click the Create tab
Click the Report button in the Reports group.

a. Select the Customers table. You will see the table highlighted in the left pane.
b. Click the Create tab to create a new object
c. Click Report from the Reports group to create a new report DeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 3 of 21
BIS245 W6 iLab Instructions.docx

After clicking the Report button, a new report is created by Access. Right-click any of the fields to view a Shortcut menu.
Using the shortcut menu, you can sort the data in the report by descending or ascending sequence. You can also use this shortcut menu to delete unwanted fields. Notice that the shortcut menu items are determined by the item you have selected when you right-click the mouse.

Yours may not look exactly like the example shown. DeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 4 of 21
BIS245 W6 iLab Instructions.docx

Click Themes to display different types of formats. Choose any format to see the report format change. Select the one you like best before saving your report.
Click Save to save the report as Lab6 Report1, then close the report.

Step 2: Create a report using Report Design
a. Click the Create tab to create a new object
b. Click Report Design from the Reports group to create a new report DeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 5 of 21
BIS245 W6 iLab Instructions.docx

After clicking Report Design, a new report will be shown. Using the Add Existing Fields tool, add the fields needed to generate a customer phone number list. Right-click on each field, then choose tabular format. An alternate method is to depress the Shift key while selecting all fields. Then select the Tabular option from the Arrange tools.
After the fields are located on the report, select the Design tab and use the View pull-down to select the Report View to see the report.
After viewing the report, return to the Design View to make adjustments to field sizes, and so forth so that the report is readable. DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 6 of 21
BIS245 W6 iLab Instructions.docx

Click View again, and select Layout View to go back to Layout View. Click Themes to pick up a pre-existing format.
View your report by using the View pull-down to select Print Preview. If the report is not readable, continue to modify the layout until you have a report that works. Save the report as Lab6 Report2.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 7 of 21
BIS245 W6 iLab Instructions.docx
Step 3: Creating Multi-table Reports

In this section, you will create a report that involves multiple tables. In this case, you want a list of orders processed by each employee.
Select the Employees table and then click the Create tab and select Report Wizard.
Make sure that Table: Employees is selected in the Table/Queries selection window.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 8 of 21
BIS245 W6 iLab Instructions.docx

Select EmployeeID, LastName, FirstName, Photo, and ReportsTo from the Employees table.
Click on the down arrow key and then select Table: Orders. Select OrderID, OrderDate, ShippedDate, and ShipVia from that table, then click Next.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 9 of 21
BIS245 W6 iLab Instructions.docx

In the next screen, you have the option of viewing data by Employees or by Orders; select by Employees, then click Next
In this step, you can select to Group your report by any field that you have selected. Select LastName as the Grouping criterion and click the > button, then click NextDeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 10 of 21
BIS245 W6 iLab Instructions.docx

In this step, you can add sort order to your report. Select OrderDate, then click Next
In the next screen, you can select a layout for your report. Select Stepped Layout and then make sure that Landscape orientation is used. Click Next.
Enter Lab6 Report3 as the title of the report, and then click Finish.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 11 of 21
BIS245 W6 iLab Instructions.docx

You should be able to see the report for all 9 employees and the orders that they worked on.
You can modify and format your report by going to Layout View.
Save the changes to the report.

Step 4: Adding a Subreport
To add a subreport to a report, you use the subform/subreport tools on the Design tab. In this case,  you will create a Suppliers report, with a Products subreport that allows the generation of a printed list of suppliers with products each supply.
First, let’s create a new report.

Click Create, then select Report Wizard
Select the Suppliers table from Tables/Queries.
Select CompanyName, ContactName, Address, City, Region, PostalCode, Country, and Phone from the Suppliers table and click NextDeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 12 of 21
BIS245 W6 iLab Instructions.docx

Select grouping by CompanyName, click the > button to move the grouping criteria to the right-hand pane, then click Next
In the next screen, select Sort by ContactName, then click Next
Select Stepped Layout in the next screen, make sure that Landscape orientation is selected, then click Next.
Enter a report title of Lab6 Report4 and then click Finish.
You should be able to see the list of the Suppliers, sorted in ascending order by CompanyName.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 13 of 21
BIS245 W6 iLab Instructions.docx

Now, you will add a Subreport to your report, showing the products that each supplier provides, and information about the pricing of the products.
If you are still in Print Preview, close Print Preview, and then, while the Supplier report is open, click on the View button, and select Design ViewDeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 14 of 21
BIS245 W6 iLab Instructions.docx

Place your cursor on the bar separating the Detail and Page Footer sections, hold the mouse button down, and expand the Detail Section
From the Design tab, click the drop-down arrow to show all controls. Make sure that the Use Control Wizards button is highlighted in the Controls subgroup Menu, then click on the Subform/Subreport button.
Move your cursor to the desired position and click the mouse button.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 15 of 21
BIS245 W6 iLab Instructions.docx

Select Use existing Tables and Queries, then click Next.
Select the Products table in the Tables/Queries box. Select ProductName, CategoryID, QuantityPerUnit, and UnitPrice, and move them to Selected Fields, then click Next.
In the next screen, make sure that Choose from a list radio button is selected, then Click Finish.

Your screen should look similar to the following:
Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 16 of 21
BIS245 W6 iLab Instructions.docx

Switch to Report View; you will be able to see Suppliers by the Products subreport.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 17 of 21
BIS245 W6 iLab Instructions.docx

Save the changes to the report.

Step 5: Create Mailing Labels
In this section, you will use the Customers table to create labels for mailing materials to your customers.

Make sure the Customers table is selected.
Click on the Create tab in the Report group and then click the Labels button.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 18 of 21
BIS245 W6 iLab Instructions.docx

Select C2160 as the Product number, 1 1/2″ x 2 1/2” as the Dimensions, and 3 as the Number across.
Make sure that English is selected as the Unit of Measure, and that Avery is selected as the Filter by manufacturer box, and then click Next
On the next screen, you can select Font type, size, and color. Make your selection and click Next.
In the next screen, select CompanyName then click > to move it to the Prototype label, and then press the Enter Key.
Select ContactName, and move it to the Prototype label, then press the Enter Key.
Move the Address, then press Enter
Move City then type Comma (,) and press the spacebar, move Region, press the spacebar, then move PostalCode and press the Enter Key.
Move Country. Your screen should look like the following: DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 19 of 21
BIS245 W6 iLab Instructions.docx

Click Next. Select Country as the sorting field and then click Next.DeVry University

Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 20 of 21
BIS245 W6 iLab Instructions.docx

Enter a report title of Lab6 Report5 and then click the Finish button.
Save the changes to the report

Step 6: Finished with Part A
You are now finished with the step-by-step portion of the lab. Save your database as YourName Lab6.accdb. Go on to Part B.
End of Part A
Part B: On Your Own
Step 1: Create a Simple Report
Using your experience from Part A, create a product price list to be used by all employees. Your report should show products listed by category ID, and sorted in descending order by the product name. The list should also include the product ID, the quantity per unit, the unit price, and whether the product has been discontinued.

Save the results as Lab6 Report6.

Step 2: Create a Multi-table ReportDeVry University
Student Lab Activity
BIS245 Database Essentials for Business with Lab Copyright ®© 2010 by DeVry Educational Development Corporation. All rights reserved.
No part of this work may be reproduced or used in any form or by any means: graphic, electronic, or mechanical, including photocopying, recording, Web distribution, or information storage and retrieval systems without the prior consent of DeVry Educational Development Corporation.
Page 21 of 21
BIS245 W6 iLab Instructions.docx
Using your experience and skills gained in Part A of the lab, complete the following report. You need a history of products ordered by each customer on each order placed.

The report should show the customer ID, company name, contact name, and phone.

You will also need the order ID, Order Date, and the Date Shipped, sorted by order date so that the most recent order is first. The report should also show the products ordered on each order with the corresponding order ID, the unit price, and the quantity. Hint: you will probably want to use a subform for the order details!

Save the results as Lab6 Report7.

Step 3: Save and Submit
Save your YourName_Lab6.accdb database. Submit your iLab 6 database to the Weekly iLab Dropbox.
End of Part B
END OF LAB

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