If you need to share information from your database with someone but don't want that person actually working with your database, consider creating a
report
. Reports allow you to organize and present your data in a reader-friendly, visually appealing format. Access makes it easy to create and customize a report using data from any query or table in your database.
In this lesson, you will learn how to
create
,
modify
, and
print
reports.
Throughout this tutorial, we will be using a sample database. If you would like to follow along, you'll need to download our
Access 2013 sample database
. You will need to have Access 2013 installed on your computer in order to open the example.
To create a report:
Reports
give you the ability to present components of your database in an easy-to-read, printable format. Access lets you create reports from both
tables
and
queries
.
Open the table or query you want to use in your report. We want to print a list of cookies we've sold, so we'll open the
Cookies Sold
query.
The Cookies Sold query
Select the
Create
tab on the Ribbon. Locate the
Reports
group, then click the
Report
command.
Clicking the Report command
Access will create a new report based on your object.
It's likely that some of your data will be located on the other side of the
page break
. To fix this,
resize
your fields. Simply select a field, then
click
and
drag
its edge until the field is the desired size.
Repeat
with additional fields until all of your fields fit.
Resizing fields in the report
To
save
your report, click the
Save
command on the
Quick Access toolbar
. When prompted, type a
name
for your report, then click
OK
.
Saving and naming the report
Just like tables and queries, reports can be
sorted
and
filtered
. Simply
right-click
the field you want to sort or filter, then select the desired option from the menu.
Deleting fields
You might find that your report contains some fields you don't really need to view. For instance, our report contains the
Zip Code
field, which isn't necessary in a list of orders. Fortunately, you can
delete
fields in reports without affecting the table or query where you grabbed your data.
To delete a field in a report:
Click any cell in the field you want to delete, then press the
Delete
key on your keyboard.
Deleting a field
The field will be deleted.
When you delete a field, be sure to delete its header as well. Simply select the header and press the
Delete
key.
Deleting a field header after deleting the related field
Printing and saving reports in Print Preview
While you can print reports using commands in the
Backstage view,
you can also use
Print Preview
. Print Preview shows you how your report will appear on the printed page. It also allows you to
modify
the way your report is displayed,
print
it, and even
save
it as a different file type.
Click the buttons in the interactive below to learn about
Print Preview
.
edit hotspots
Print
Click the
Print
command to print your report.
Page Size Options
With
page size
options, you can set the width of the margins in your report.
Page Layout Options
Here, you can change the
orientation
of your report. Select either
portrait
(tall) or
landscape
(wide). You can also create
columns
or click the
Page Setup
command for more layout options.
Zoom Options
With
zoom
options, you can decide how much of the report you want to see on screen. You can also opt to view multiple pages at once.
Close Print Preview
Click here to
exit
Print Preview mode.
Export Options
Export options
allow you to
save
your report in another format. This makes it possible to view your report in other programs.
Print
Click the
Print
command to print your report.
Page Size Options
With
page size
options, you can set the width of the margins in your report.
Page Layout Options
Here, you can change the
orientation
of your report. Select either
portrait
(tall) or
landscape
(wide). You can also create
columns
or click the
Page Setup
command for more layout options.
Zoom Options
With
zoom
options, you can decide how much of the report you want to see on screen. You can also opt to view multiple pages at once.
Export Options
Export options
allow you to
save
your report in another format. This makes it possible to view your report in other programs.
Close Print Preview
Click here to
exit
Print Preview mode.
To print a report:
From the
Home
tab, click the
View
command, then select
Print Preview
from the drop-down list. Your report will be shown as it will appear on the printed page.
Switching to Print Preview view
If necessary, modify the
page size
,
margin width
, and
page orientation
using the related commands on the Ribbon.
Page setup commands in Print Preview
Click the
Print
command.
Clicking the Print command
The
Print
dialog box will appear. Set any desired print options, then click
OK
.
The report will be printed.
Saving reports
You can save reports in other formats so they'll be viewable outside of Access. This is called
exporting
a file, and it allows you to view and even modify reports in other formats and programs.
Access offers options to save your report as an
Excel file
,
text
file
,
PDF
,
HTML documen
t, and more. Experiment with the different export options to find the one that best suits your needs.
To export a report:
From the
Home
tab, click the
View
command, then select
Print Preview
from the drop-down list.
Locate the
Data
group on the Ribbon.
Select one of the file type options, or click
More
to see options to save your report as a
Word
or
HTML
file.
Choosing an export option
A dialog box will appear. Select the
location
where you want to save the report.
Enter a
file name
for the report, then click
Publish
.
Exporting a report
A dialog box will appear to notify you that your file has been successfully saved. Click
Close
to return to your report.
Some export options will cause the
Export Wizard
to appear. Simply follow the instructions to export your report.