Shelly Cashman Access 365/2021 | Module 6: Sam Project 1a

Shelly Cashman Access 365/2021 | Module 6: Sam Project 1a #shellycashman #access365/2021 #module6

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1. Personal Insurance, Inc. is a national company that insures homeowners and renters. As a regional manager, you need to be able to create professional reports for employees and for entities outside the company.

Import the data from the file Support_AC19_6a_Claims.txt, and then append the records to the Claims table. The text file is a delimited file with a comma separating each of the six fields. Do not create a new table, and do not save the import steps.

2. Open the Regional Customer List Report in Design View, and then complete the following tasks:

a. Add the current date and time to the Report Header section.
b. In the Date and Time dialog box, use the option button to select the second date format (e.g., 01-Aug-19) and the second time format (e.g., 4:19 PM).
c. Resize the report so that the right boundary of the report is approximately at the 8.5" mark on the horizontal ruler.

Save the report without closing it.
3. With the Regional Customer List Report still open in Design View, complete the following tasks:

a. Select the Region Header, and then display the Property Sheet for this section.
b. Change the Repeat Section property to Yes.
c. Change the Force New Page Property to Before Section.

Save and close the report.
4. Modify the Claims by ClaimRep Report by completing the following tasks:

a. Open the Claims by ClaimRep Report in Design View.
b. Open the field list for the report.
c. Add the LastName field to the ClaimRepNumber Header section of the report so that the left edge of the control is at the 5" mark on the horizontal ruler. The left edge of the label is just to the left of the 4" mark on the horizontal ruler. (Hint: You may need to reposition and resize the LastName control and its label after inserting it into the report.)

Confirm that the report matches Figure 1, and then save the report without closing it.

5. With the Claims by ClaimRep Report still open in Design View, complete the following tasks:

a. Select the ClaimID, CustomerID, PolicyNumber, ClaimAmount, and Paid controls simultaneously.
b. Group the controls.
c. Resize the controls by dragging their right edge to the 4" mark on the ruler.
d. Bold the controls.

Confirm that the report matches Figure 1, and then save and close the Claims by ClaimRep Report.
Figure 1: Claims by ClaimRep Report – Design View



6. Modify the Homeowners Coverage Report by completing the following tasks:

a. Open the Homeowners Coverage Report in Design View.
b. Change the Text11 label in the Page Header section using TotalCoverage as the new label name.
c. Format the text box control in the Detail section containing the =[Liability]+[PropertyDamage] calculation so that it displays with the Currency number format and two decimal places.

Save the Homeowners Coverage Report, switch to Report View, confirm your report matches Figure 2, and then close the report.
Figure 2: Homeowners Coverage Report—Report View



7. Open the Basic Umbrella Policy List Report in Design View, and then change the Alternate Back Color property for the Detail section to No Color. Save and close the report.
8. Open the Homeowners Premium Report in Design View, and then use the Subform/Subreport Wizard to add a subreport with the following options:

a. Add the subreport below the Address label in the Detail section, at approximately the 1" mark on the vertical ruler.
b. Use the Homeowners table as the source of the subreport.
c. Select the PolicyNumber, PropertyDamage, and Premium fields (in that order) from the Homeowners table to add to the subreport.
d. Ensure that the Choose from a list option button is selected, and accept the default link Show Homeowners for each record in Customers using CustomerID for the subreport.
e. Save the subreport as Homeowners subreport (which is the default name). (Hint: The width of the subreport may expand the width of the report. Do not manually adjust the width.)
f. Delete the label associated with the subreport.


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