Right now I have an access database of clients for which I perform services at predetermined intervals (quarterly, monthly, annually, etc). See example below.
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Additionally, if I later make a change to the underlying table (ie., change the months that a client is due), I do not want it to effect past reports. (If in 2018 a client changes from quarterly to monthly, I dont want the row and dates to disappear from old reports made in 2017).
Sorry if this is not clear - I am new to access and self-taught
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<colgroup><col><col></colgroup><tbody> </tbody> | |||||||||||||||||||||
Each month, I would like to generate a new report/table/query/anything that will display all the clients that are "due" that month. In this newly generated report, I would also like to have columns in which I can enter dates that each step of the work is completed, like below: | |||||||||||||||||||||
<colgroup><col><col span="3"></colgroup><tbody> </tbody> | |||||||||||||||||||||
<colgroup><col><col></colgroup><tbody>
</tbody>
Additionally, if I later make a change to the underlying table (ie., change the months that a client is due), I do not want it to effect past reports. (If in 2018 a client changes from quarterly to monthly, I dont want the row and dates to disappear from old reports made in 2017).
Sorry if this is not clear - I am new to access and self-taught