Hi everybody,

I have a specification for the report (bellow):

The Warren Group	Customer Order - Summary Report	 December 15, 2002
 
To:  Bob Krasnor  		         Account Sales Manager: 	Phil Levy, The Warren Group
       Strategy Mortgage					280 Summer Street	
       123 Cider Apple Lane					Boston, MA  02110	
       Waterbury, CT  123456				                Tel:  (617) 428-5100 x 324
Customer#:  A123456789				                plevy@thewarrengroup.com
 
Order Description:   
‘Current Property Owners’  (or ‘Most Recent Mortgage Transactions’ ) in the following formats:
Data file: <Report Title>   +  ‘distributed via’ + <distribution method>
Printed report: <Report title>  +  ‘distributed via’ + <distribution method>
Mailing labels: <Report title>  +  ‘distributed via’ + <distribution method>
Telemarketing Cards:  (no report title)  +  ‘distributed via’ + <distribution method>
 
Specific Data Selections: 				Num of Records: <count>
Location:
State:	MA
Counties:	exclude Barnstable, Berkshire, Bristol, Dukes, Essex, Franklin, Hampden 
Towns:  All
Zip Ranges:  All
Address Level:  All Records   Name Type:  All Records    Phone Level:  All Records
 
Sales / Mortgage Transaction Details:
Sales Date:  01/01/2000 – 12/31/2001   or  Greater than 01/01/2000  or  Less than  12/31/2001
Sales Price:  $150,000 - $500,000
Mortgage Date:
Mortgage Amount:
Loan-To-Value Ratio:
 
Lenders:
Lender Category: All
Lender Name:  Exclude:  AAA, AAL, ABC Mortgage, AFI Mortgage, AJ Romano, AKT, Mortgage
 
Property Usage:
Property Usage Groups:  All
StateUse Codes: All

This is from a Business Requirements in a Word Document. Now, customer info could be taken from Customers table, information about deliverables - from delivery table (and few related tables), information about User's Criteria is stored in 4 records (Location, Transaction, Lender, Property in BtCritss Metafile). I need to design a report, which could be ever printed or sent to a customer as a PDF (this is how we send reports here - we currently didn't explore Word, HTML, other types of outputs).

I'm thinking, what would be the best way to approach this kind of report? The usual advice is to prepare one flat cursor with all information - doesn't seem to be easy...

Do you have ideas/thoughts, which may help?

Thanks in advance.