Bantam
March 5th, 2003, 10:01 AM
I'm such a bum, and if anyone can at least guide me to where I need to go to find out how to do this, or maybe an example I can fool with, it would be appreciated.
Oh boy. Here we go:
My company has 25+ salesmen throughout the US, and 8 or so sales supervisors over them.
I have a table (tblZip) with a record for every zip code in the US (100000 records, even though there aren't really that many), and each record has the zip as the primary key field (fldZip), a field for the initials of the salesman in charge of the zip code (fldCoordinator), and the initials of the supervisor in charge of the area (fldRFD). A salesman might be responsible for 300 zip codes or so, and a supervisor might be responsible for 1500, or thereabouts.
I also have a table (tblContacts) that keeps track of all customers' personal info (address, phone, etc, of which I'll need to know fldID, fldZIP, fldFirstName, and fldLastName), and yet another, seperate table for keeping track of the customer's activities (tblRegistrations) according to the user's ID number (registering for an upcoming service, in this case, and it also has fldID, fldDiscountCode). Finally, I have yet a fourth table (tblPaymentTransactions) that keeps track of payments that the customers have made toward what they've registered for, according to their ID (fldID again, and also fldAmountPaid).
I need to make several reports, from these four tables, on how well the several salesmen are doing out in the field. I basically want one report to look like this:
-------------------------------------------------------------------
Sales supervisor1 initials Number of customers
Salesman1 initials Number of customers
Salesman2 initials Number of customers
Salesman3 initials Number of customers
-------------------------------------------------------------------
Sales supervisor2 initials Number of customers
Salesman1 initials Number of customers
Salesman2 initials Number of customers
Salesman3 initials Number of customers
--------------------------------------------------------------------
This report will be for the top dogs in the company. The number of customers per salesman will be derived from the number of instances a range of zipcodes is hit inside the tblRegistrations table. The number of customers per supervisor is taken from the same thing, or can simply be a total of the individual salesman.
The next report will be for the individual Salesman:
Salesman1 initials
------------------------------------------------------------------
Name of Customer1 Amount paid
Name of Customer2 Amount paid
Name of Customer3 Amount paid
Name of Customer4 Amount paid
-------------------------------------------------------------------
The name of the customers will be taken from tblContacts according to their ID's
I know this is incredibly complicated, and I don't actually expect anyone to be able to help me. But at least I can hope.
If it helps, this can either be done in VB.net in an SQL format (and thus maybe manipulated in VB a little easier), or in Access (to form a report easier). Or if anyone has any other suggestions, I'm up for it.
Any help anyone can provide would be absolutely lovely. Yes, I am unworthy of the job position I hold, but I'm not paid well, and it's for a non-profit organization.
Oh boy. Here we go:
My company has 25+ salesmen throughout the US, and 8 or so sales supervisors over them.
I have a table (tblZip) with a record for every zip code in the US (100000 records, even though there aren't really that many), and each record has the zip as the primary key field (fldZip), a field for the initials of the salesman in charge of the zip code (fldCoordinator), and the initials of the supervisor in charge of the area (fldRFD). A salesman might be responsible for 300 zip codes or so, and a supervisor might be responsible for 1500, or thereabouts.
I also have a table (tblContacts) that keeps track of all customers' personal info (address, phone, etc, of which I'll need to know fldID, fldZIP, fldFirstName, and fldLastName), and yet another, seperate table for keeping track of the customer's activities (tblRegistrations) according to the user's ID number (registering for an upcoming service, in this case, and it also has fldID, fldDiscountCode). Finally, I have yet a fourth table (tblPaymentTransactions) that keeps track of payments that the customers have made toward what they've registered for, according to their ID (fldID again, and also fldAmountPaid).
I need to make several reports, from these four tables, on how well the several salesmen are doing out in the field. I basically want one report to look like this:
-------------------------------------------------------------------
Sales supervisor1 initials Number of customers
Salesman1 initials Number of customers
Salesman2 initials Number of customers
Salesman3 initials Number of customers
-------------------------------------------------------------------
Sales supervisor2 initials Number of customers
Salesman1 initials Number of customers
Salesman2 initials Number of customers
Salesman3 initials Number of customers
--------------------------------------------------------------------
This report will be for the top dogs in the company. The number of customers per salesman will be derived from the number of instances a range of zipcodes is hit inside the tblRegistrations table. The number of customers per supervisor is taken from the same thing, or can simply be a total of the individual salesman.
The next report will be for the individual Salesman:
Salesman1 initials
------------------------------------------------------------------
Name of Customer1 Amount paid
Name of Customer2 Amount paid
Name of Customer3 Amount paid
Name of Customer4 Amount paid
-------------------------------------------------------------------
The name of the customers will be taken from tblContacts according to their ID's
I know this is incredibly complicated, and I don't actually expect anyone to be able to help me. But at least I can hope.
If it helps, this can either be done in VB.net in an SQL format (and thus maybe manipulated in VB a little easier), or in Access (to form a report easier). Or if anyone has any other suggestions, I'm up for it.
Any help anyone can provide would be absolutely lovely. Yes, I am unworthy of the job position I hold, but I'm not paid well, and it's for a non-profit organization.