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Jan's Working with Databases

Forms & Reports: Reports: Sharing Reports

Now that you have created a number of Access objects, you will likely need to share your data and reports with others.

Printing is still a great way to share, but there are several other methods.

Since a database object exists only as part of the database, you must convert the object to a different format or else export it to another database.

The same methods will work for tables, query datasheets, forms, and reports, but the formats available are a bit different for each type of object.

Formats for Export:
Tables & Queries Forms & Reports
Export formats for a table (Access 2010) Export formats for forms (Access 2010)
Grayed out entries are not available.
Access 2007 has more choices.
dBase is not available for Access 2013 or 2016.

Export: What Might Be Missing

The exported file may not contain everything that you had in the Access object, unless you are exporting to a different Access database.

  • Formatting
  • Calculated fields: Not exported as expressions but as current values in most formats. So the values won't recalculate if you change values used in the original expression.
  • Attached Files and OLE objects: Not usually exported. The attachments and OLE objects are separate files, such as images, Word documents, or Excel spreadsheets.

To verify that your object was exported correctly, you must have software that can open the file. There are many opportunities for problems here!!

TipAsk about the software: If you are sending the exported file to someone else, ask what software and what version of that software they will be opening the file with. It is worth some trouble to figure out the best format if you are trying to share with someone who does not have Access installed or who does not have the same version you do.


Method for Sharing Database Objects

There are several ways to share your tables, queries, forms, and reports with others who do not have Access - print, e-mail as an attachment in a different format, export to a file, export/import into a different database, display as a web page, and ordinary copy-and-paste.

Method 1: Print

Dialog: PrintReports are the preferred way to print data since you have more control on exactly what is printed and how. You printed objects earlier in Access Basics. The lesson Printable Form had more details about printing form records. The page Printing Reports discussed the details about printing reports.

  • Select an object in the Navigation Pane.
  • Right click the object and select Print...
    The Print dialog opens.
  • Choose to print All or just certain pages (in sequence) or Selected Record(s) (for datasheets and forms).
     
    For a report, you cannot select the records after the report is created. You have to change the report's source to select the records that you want.

Method 2: Mail as Attachment

Dialog: Send Object As (Access 2007)You can quickly send an Access object as an attachment to an mail message. You must choose an export format for your data from two older Excel formats and 3 text formats plus PDF, XPS, and for reports the Snapshot Format. Oddly, you cannot export into an Excel or Word 2007-2016 format.

Warning Which Mail Program: To send an mail from inside Access, you must have an mail program that supports Messaging Application Programming Interface (MAPI), such as Outlook or Microsoft Exchange. These are often used by corporate networks for internal and external mail If you use another mail client, like Windows Mail, or a web-based mail account like Google, Outlook.com, or Yahoo, you cannot mail directly from Access. Access will let you start the process and then will start a dialog to set up an Outlook account. Beware!!

How to send by mail:

  • Select an object in the Navigation Pane or open the object inside Access.
  • Icon: Access 2007 Access 2007: Office button Button: Office 2007 > Mail
    Icon: Access 2010 Access 2010:
    External Data ribbon tab > Export tab group > Mail button.
    Icon: Access 2013 Icon: Access 2016 Access 2013, 2016: External Data ribbon tab > Export tab group > Email button
  • Select an output format.
  • If the object was open and you selected some records (not allowed with a report), choose whether to send All or Selection.
  • Click on OK.
  • For a report, a message box appears and says that it is Printing. For other formats, the Status bar shows the progress in exporting the object as a file.

    A mail message window appears with your object as an attached file.
    If you have not set up an mail account with Outlook or another acceptable mail program, a setup wizard dialog will start.

    WarningChanging your mail account: If you do not want to change mail programs, cancel out of the setup dialog, export your object as a file, and attach it manually to an mail message from your existing account.

  • Complete the mail message, fill in the recipient's address, and then Send.

WarningFile Size: Many mail accounts cannot accept a large attachment, sometimes anything larger than 2 MB. If your attached file is large, consider whether you need to send the whole object. Perhaps you could restrict the number of records by filtering first. Otherwise, you may need to use a different method of sharing.

Alternative for large files: Email link to online copy
Use the Export method below to create the file and then upload the file to a web server or to cloud-based storage, like Dropbox, Google Drive, or OneDrive. Then you can email a link to the file instead of sending the whole file. Cloud storage accounts like Dropbox, Google Drive, and OneDrive can create a coded link that you can email directly from the account.

Example of emailing a link: Dropbox
First the exported file must be saved to your local Dropbox folder. Dropbox automatically uploads the file to your cloud account. Open the Dropbox web site and log in. Find the file and select Share. Fill in an email address and a message and click Send. You're done! The person who receives the email just has to click on the link and the file will download. Other cloud storage services have similar features.

Dropbox: Email link to uploaded file

Method 3: Export as File

To save your data or a report as a separate file, you can export the object.

There are two methods to access the Export dialog. Both require you to pick a format. Grayed out formats are not available for the type of object you have selected in the Navigation Pane. Access 2007 has a few additional choices, including Snapshot, Lotus 1-2-3 file, and Paradox file. Access 2010, 2013, and 2016 will let you use Snapshot format ONLY when sending as an mail attachment and do not support the Lotus 1-2-3 and Paradox formats at all. Access 2013 and 2016 do not support exporting in dBase formats.

Examples from Access 2010 of export formats:

Right Click Menu External Data ribbon > Export tab group
Right Click Menu: Export > formats for a report (Access 2010) Ribbon: External Data > Export tab group (Access 2010)

Example: Export dialog > xls format for Excel (Access 2010)Once you pick a format, the Export dialog for that format opens. You will have somewhat different choices, depending on the format you picked. You can always pick a location and file name.

You may also be able to pick a specific file type, to open the file immediately, to export formatting and layout, or to export just selected records.

Surprisingly, the export formats do NOT include the Office 2007/2010/2013 formats. For Word you can only use RTF format (Rich Text Format). For Excel you can use formats for older versions of Excel, but not Excel 2007, 2010, or 2013.
Excel:

Excel version after resizing rows and columnsOriginal report in Access Compare the original report at the left with the Excel version at the right, which had to have had its columns resized to fit on one page.

What's missing? The unit logos and dividing lines. The column labels are different, using the field name instead of text in the report labels.
 

Word:

Exported report as RTF format in WordOriginal report in Access The file opens in Word. It was already saved to your My Documents folder with the same name as the object that you selected. This file is in RTF format (Rich Text Format) instead of a Word format. You may save again from inside Word and choose a different format from Word's own Save As dialog.

Compare the original at the left with the Word version at the right. What's missing? Only the unit logo image and some divider lines are missing. Reports often export to Word better than to Excel, but datasheets work better in Excel.

Method 4: Export to New (smaller) Access Database

If your recipient has Access installed, you can create a special, smaller database and put into it all of the objects that are needed to show what you want them to see. The best procedure is to create a new blank database and import the objects that you need. You can select the objects and import all of them at once, but you can export only one object at a time.

WarningExport all needed parts: If the new database contains a query, form or report, it must also contain the tables and queries that are part of the source for these objects.

Method 5: Static Web Page

You can export your object as a web page (HTML). Tables, queries, and forms are exported as datasheets. Each report page will be a separate web page with text navigation links between the pages. Any attached files or OLE objects, such as photos or embedded spreadsheets, will not be exported. You can then upload your web pages to a shared network folder or to a web server and let your users know the path to put in their browser's address bar.

The data will be fixed as of the time that you created the HTML page.

Method 6: Copy and Paste

It's low-tech but for some objects (but not reports!) pasting into Excel or another spreadsheet or into Word or even a plain text editor like Notepad can work well.

How to copy/paste: Select data in a datasheet. Copy. Switch to your destination file and paste.


Icon: Step-by-Step 

Step-by-Step: Sharing Reports

 Icon: Step-by-Step

What you will learn: to export a report as a file in various formats:
    Excel format
    RTF format
    HTML format
    Text format

Start with:  Class disk, resource files, worldtravel-Lastname-Firstname.accdb from folder databases project4 as updated in the previous lesson

Now that you have several reports saved, you can practice the various ways besides printing and copy-and-paste that you can use to share them with the people who cannot view the database. These same methods work for other database objects.

You will not try out every variation of every method! The key is to remember to think about what software your user has. Pick a method that produces a document that they can open! You should also consider what the data will look like in the new format. Access tries to preserve the look of reports, but some formats do a better job than others.

Export As a File

You will export a report using several different file formats to see what the differences are.

You can export using the context menu or the External Data ribbon tab.

Excel Format:

  1. Right Click Menu: Export > formats (Access 2010)

    In the Navigation Pane, select the report Trips by Agents - Query Totals.

  2. Right click on the object and from the context menu, select Export
    The Export menu expands to show the formats.

  3. Choose the type Excel.
    The Export dialog opens.

  4. Dialog: Export - Excel format (Access 2007)Click the Browse button and navigate to your Class disk to the folder databases project4.

  5. Choose as the file type, Excel 97- Excel 2003 Workbook (*.xls)

  6. Click the Save button.
    You are returned to the Export dialog.
  7. Check the box "Open the destination file after the export operation is complete."

    Dialog: Export - Trips by Agents - Cumulative Totals (Access 2007)

  8. Click on the OK button.
    Message: Now outputting (Access 2013)A message box appears, unless it flashes by too fast to read! Oddly, it is titled Printing but it does say that Access is outputting a file.

    When the process is finished, the message vanishes and the file automatically opens in Excel, if you have Excel installed on the computer, of course.

    Report exported to Excel (Access 2013)

    Report exported to Excel (Access 2016)

  9. Click on the cells in column L, which are the sums, except in Access 2016.
    In the Formula bar, Excel shows a formula, like =SUM($K$2:$K$8). That's great! But, the Final Price values were calculated by the query that was the source for the report. So you cannot edit values for Discount % and Price on the spreadsheet and get new totals automatically.

    What about the version of the report that calculated the Final Price in the control instead of the source query? You might think that would export better. You'd be wrong! The expression does not show in Excel and the totals do not export at all!

    What's missing in this exported version?

    • Column titles are the field names with table name instead of your label values.
    • Labels that are not field names were not exported, like Text10, Text15, Text17 in the illustration from Access 2013. Access 2016 fails to export those at all, or the calculated controls.
    • Colors for text and background colors
    • Dividing lines

RTF Format:

  1. Switch back to Access.

  2. With the same report selected, on the External Data ribbon tab, click the Word Rich Text button.
    The Export dialog opens. It should still point to the databases4 folder on your class disk.

    Dialog: Export - RTF (Access 2007)

  3. If necessary, click the Browse button and navigate to the folder databases project4 on your Class disk.
    Choose Rich Text Format (*.rtf) and the same name otherwise, Trips by Agents - Query Totals.rtf.
  4. Check the box "Open the destination file after the export operation is complete."
  5. Click the OK button.
    Exported report in Word 2010The report is exported. You may see one or more dialogs.
    The report opens in Word.

    Word uses tabs to create the look of a table. Editing the values will not automatically change any other values.

    What's missing?

    • Formulas to calculate the totals.
    • Background color
    • Dividing lines

HTML Format:

An HTML document is a web page, but it does not have to be accessed over the Web.

  1. Similar to the previous steps, export the report using HTML format to the folder databases project4 on your Class disk.
    The Export dialog should show the last folder that you used, which is the correct one in this instance!

    Dialog: HTML Output OptionsA dialog appears for you to choose a template or encoding.
     
  2. Keep the Default encoding and click on OK.
  3. Check the box "Open the destination file after the export operation is complete."  
  4. Report exported to HTMLClick on OK.
    The new page opens in your default browser.

    What's missing:

    • Formulas to calculate totals
    • Background color
    • Dividing lines
       

Text Format:

  1. Similarly, export the report in Text File format to the folder databases project4 on your Class disk.
    Dialog: EncodeA dialog appears for you to choose an encoding.
  2. Leave the choice as Windows (default) and click on OK.
  3. Check the box "Open the destination file after the export operation is complete."
  4. Exported document as textClick on OK.
    The file exports and opens in Notepad or whatever program is associated with the extension txt.

    Unlike when you exported a table in the earlier lesson, you were not asked about how you wanted the report exported. It is not a comma-delimited or tab-delimited file.

    What's missing?

    • Formulas for calculating totals
    • Formatting for colors and backgrounds
    • Dividing lines
    • Font size and font

Icon: QuestionEvaluation: When is each format a good choice?


Remember: In ALL non-Access export formats, calculated values are NOT exported as formulas, so they will not recalculate if you edit other values in the document. Only the values when the report was exported remain.