Module 4: Queries, Forms & Reports
Build the three most powerful Access tools — queries that find and analyze data, forms that make data entry easy, and reports that present information professionally.
What You'll Learn
- How to create basic and filtered queries to find specific records
- How to design data entry forms that reduce errors and improve efficiency
- How to build professional reports for printing and sharing
- How to export Access data to Excel or PDF for distribution
Real-World Scenario
The billing manager at Lakeside Medical Associates needs three things: a query that shows all patients who had appointments in April but have not yet been billed, a data entry form for front desk staff that prevents data errors during patient registration, and a monthly appointment report formatted for the practice manager's review. You will build all three.
Lessons
Complete each lesson in order. Watch the video, review the notes, and finish the challenge.
Creating Queries in Microsoft Access
Build Access queries to find, filter, and analyze data — from simple select queries to multi-table joins and calculated fields.
Designing Data Entry Forms
Build Access forms that make data entry fast, consistent, and error-resistant — replacing raw table editing with a professional interface for front-desk staff.
Building Reports in Microsoft Access
Create professional Access reports that present data clearly for managers, print neatly on paper, and can be exported as PDFs for sharing.
Exporting Access Data
Move data out of Access into Excel, CSV, or PDF formats so you can share reports, support staff who do not have Access, and integrate with other office systems.