Microsoft Access Templates Business
If you're new to databases, or if you just don't want to spend time creating a database from scratch, Microsoft Access 2010 provides various templates that you can use to quickly create a database that is ready for use. This article describes the templates that are included with Access 2010, how to create a database from a template, and how to find additional templates on Office.com.
Aug 02, 2018 If you looking for access database templates for small business, you will have to determine what function of small business you need the most to have it managed in access database, there are many business activities that involved in small business company, such as: inventory management, invoice tracking, employee database management, accounting cashbook, and even. Template Gallery. Selecting a language below will dynamically change the complete page content to that language. TemplateGallery.zip The content you are downloading is part of a large collection of technology offerings aligned with the Microsoft Connected Health Platform to help you optimize information and communication technology. The Microsoft Access Basic Business Invoicing Database is a full-featured Basic Business Invoicing system built completely in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code. This database template has the advantage of being fully 100% Microsoft Access based.
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What is an Access template?
An Access template is a file that, when opened, creates a complete database application. The database is ready to use, and contains all the tables, forms, reports, queries, macros, and relationships that you need to start working. Because the templates are designed to be complete end-to-end database solutions, they save you time and effort and enable you to start using your database right away. After creating a database by using a template, you can customize the database to better suit your needs, just as if you had built the database from scratch.
Select a template
Each template is designed to meet specific data management needs. This section describes the templates that are included with Access 2010. Outlook application download. If your particular needs are not met by one of these templates, you can connect to Office.com and browse a wider selection of templates. For more information, see the section Create a database by using a template.
Web database templates
Five Web database templates are included with Access 2010. The term 'Web database' means that the database is designed to be published to a SharePoint server that is running Access Services. However, you can also use a Web-compatible database as standard client database, so they are appropriate for any situation.
Assets Web Database Keep track of assets, including specific asset details and owners. Categorize and record the condition of assets, when they were acquired, where they are located, and more.
Charitable Contributions Web Database If you work for an organization that accepts charitable contributions, use this template to track fundraising efforts. You can track multiple campaigns and report on the contributions received during each one. Track contributors, campaign-related events, and pending tasks.
Contacts Web Database Manage information about the people that you or your teams work with, such as customers and partners. Track name and address information, phone numbers, e-mail addresses, and even attach pictures, documents, or other files.
Issues Web Database Create a database to manage a set of issues, such as maintenance tasks that need to be performed. Assign, prioritize, and follow the progress of an issue from start to finish.
Projects Web Database Track a variety of projects and their associated tasks. Assign tasks to people and monitor the percentage of completion.
For information about creating, publishing, and using Web databases, see the article Build a database to share on the Web.
Client database templates
Seven client database templates are included with Access 2010. They are not designed to be published to Access Services, but can still be shared by placing them in a shared network folder or document library.
Events Track upcoming meetings, deadlines, and other important events. Record a title, location, start time, end time, and description, and also attach an image.
Faculty Manage important information about faculty members, such as telephone numbers, addresses, emergency contact information, and employment data
Marketing Projects Manage the details of a marketing project and schedule and monitor project deliverables.
Northwind Create an order tracking system that manages customers, employees, order details, and inventory.
Note: The Northwind template contains sample data that you will need to remove before using the database.
Sales Pipeline Monitor the progress of prospective sales within a small group of sales professionals.
Students Manage information about your students, including emergency contacts, medical information, and information about their guardians.
Tasks Track a group of work items that you or your team needs to complete.
Create a database by using a template
The process of creating a database by using a template is the same for Web databases and client databases. However, the procedure differs slightly if you are downloading a template from Office.com.
Create a database by using a template that is included with Access 2010
Start Access 2010.
On the New tab of Microsoft Office Backstage view, click Sample Templates.
Under Available Templates, click the template that you want to use.
In the File Name box, type a file name.
Optionally, click the folder icon next to the File Name box to browse to a location where you want to create the database. If you don't indicate a specific location, Access creates the database in the default location that is displayed below the File Name box.
Click Create.
Access creates the database and opens it for use.
Create a database by using a template from Office.com
If you are connected to the Internet, you can browse or search for templates on Office.com from within Microsoft Office Backstage view. Use the following procedure:
Start Access 2010.
On the New tab of Backstage view, do one of the following:
Browse for a template Under Office.com Templates, click the category of template that you are interested in (for example, Business).
Search for a template In the Search Office.com for templates box, type one or more search terms, and then click the arrow button to search.
When you find a template that you want to try, click it to select it.
In the File Name box, type a file name.
Optionally, click the folder icon next to the File Name box to browse to a location where you want to create the database. If you don't indicate a specific location, Access creates the database in the default location that is displayed below the File Name box.
Click Download.
Get started using your new database
Depending on the template that you used, you might need to do one or more of the following to get started with the new database:
If Access displays a Login dialog box with an empty list of users, use the following procedure to get started:
Click New User.
Fill in the User Details form.
Click Save & Close.
Select the user name you just entered, and then click Login.
If Access displays an empty datasheet, you can begin typing data directly into that datasheet, or click other buttons and tabs to explore the database.
If Access displays a Getting Started page, you can click links on that page to learn more about the database, or click other buttons and tabs to explore the database.
If Access displays a Security Warning message in the message bar, and you trust the source of the template, click Enable Content. If the database requires a login, you will need to log in again.
Next steps
Access Small Business Templates
The five Access Web database templates each feature a Getting Started page that contains links to videos that give you a quick overview of how to use and change the template. You can also click other links on the Getting Started page and search the Access Help system to learn more.
If you don't find a template that meets your needs, you can easily create a new database from scratch. Use the following links to get started:
Access Tracker Template
For information about how to create Web databases, see the article Build a database to share on the Web.
For information about how to create client databases, see the article Create a new desktop database.
Note For the best experience, show this help topic in the Edge browser, and then open the template you want.
Microsoft Access Budget Templates
This sample database template demonstrates how Access can manage small business customers, orders, inventory, purchasing, suppliers, shipping, and employees. The database can generate 15 different reports and is a great showcase for learning and customizing Access databases. | Create and maintain a comprehensive database of your customers partners and vendors using this popular Access template. In addition to maintaining details on company, job title, and contact information, you can create all manner of queries, add contacts from Outlook, create mailing labels, and generate reports such as directories and phone books. | Create and maintain a comprehensive database of your school's students and their guardians, using this robust Access template. In addition to maintaining student ID, level, room, special circumstances, and contact details on each student and guardian, you can take advantage of numerous queries such as Attendance, as well as generate all manner of useful reports, from Allergies and Medications to Emergency Contact Information. |
Create and maintain an events database to manage upcoming events using this Access database. Powerful built-in and customizable event navigation and filtering let you track events by time (for example, Current Events, Events by Week, and Today's Events) as well as type, as you collect data in real time via email and generate and distribute useful and timely reports. | Create a task tracking database to track multiple tasks, including, owners, start and due dates, and percent complete values using this popular Access template. Query by contacts, open tasks, and overdue tasks, keep an eye on task details, priorities, and status, and assign tasks, while producing useful reports such as Tasks Due Today. | Create and maintain a robust database to manage your organization's assets using this popular Access template. Keep up-to-date information on asset details including ownership, condition, location, purchase price and current value, as well as take advantage of the powerful query and data collection functionality to generate comprehensive reports. |
Log, track and resolve bugs in your project using this Access database, which has video training on how to configure and use it. | Create and maintain a comprehensive inventory transaction database of your organization's stock, employees, suppliers, and transactions using this robust Access template. In addition to maintaining details on each item, transaction type, quantities, and location, you can generate many useful reports, from Inventory Stock Levels by Supplier to Inventory to Reorder. | Use this template to create your own nutrition tracking database to keep track of how much you exercise and what you eat, including detailed nutrition information and recipes. |
Create a marketing projects database to track time- sensitive deliverables, employee roles, and vendors using this intelligently designed Access template. Navigate by project, deliverables, and employees, keep an eye on budgets, owners, costs, and status, and generate focused reports such as Project Balance Sheet and Deliverables by Assigned | Create a project tracking database to track multiple projects, including time-sensitive deliverables, owners, and budgets, using this popular Access template. Navigate by projects, tasks, and employees, keep an eye on costs, priorities, and status. Assign tasks and produce useful reports such as Project Tasks and Tasks by Assigned To. | Create a personal account transaction database to track income and payments across domestic categories from groceries to healthcare to charitable donations using this Access template. Search and view income and expenses by category and view tax reports. A field for memos helps you remember handy details for every transaction. |
Create a customer service database to manage multiple issues tracking assignments, priority, status, customer, and resolution using this Access template. Navigate by open cases using multiple criteria, create and manage knowledge base articles, and manage customer details while producing useful reports such as Open Cases by Assigned To and Overdue Cases. | Create and maintain an up-to-the-minute database of your business contacts and call history using this simple yet effective Access template. In addition to maintaining details on company, job title, and contact information, you can navigate and search by contacts, calls by contact or subject, as well as add contacts from Outlook. | Assign and track status of customer calls using this dynamic Access template. Navigate by customers, employees, and calls, as well as track by priority, status, and assignment. And you can generate useful reports in real time such as Open Calls by Assigned To that can give you the extra edge you need when things get busy. |
Create and manage a home inventory database to retain and manage vital data on your personal belongings using this Access template. Search by item name, category, or location, while retaining important details for insurance purposes, such as condition, acquired date, and value. Attach photos of items to each entry to help ensure reimbursement in the case of loss or damage. | Manage your organization's client cases and projects, including billing, invoices and balance sheets using this robust Project time and billing Access template. Fields for owner, workcode, and status help you track progress, time worked, and costs while you generate instant reports on everything from Billing by Workcode to Employee Time. | Manage your accounting books with this business account ledger template. This database can track income and expenses by category and generate financial reports. |
Manage your entire workforce's hours worked using this robust time card Access database template. Fields for workcode and description help you keep track of costs and work areas while you generate instant reports on everything from Billable hours by Employee to Billable Hours by Project. | Manage your project's open issues with this popular Access database template. Maintain details about issues and issue assignments, as well as track opened dates and deadlines. Fields for status, category, and priority help keep things moving forward and powerful navigation allows you to instantly get a handle on what's happening and continuously up your game. | Create and manage a vehicle maintenance database for your organization's fleet, tracking servicing, shops, dates, and mileage, as well as costs, using this popular Access template. You can create reports on estimates of future expenses on each vehicle and for the entire fleet and attach invoices and image files to each record, documenting vehicle appearance and condition. |
Manage all your organization's fundraising campaigns, maintaining current data on contributors, donations, events, and tasks across multiple campaigns using this robust Access database template. Track fundraising goals, generate reports on ongoing campaigns, and maintain details on contributors while instantly being able to see the extent of unpaid pledges, and view pending tasks as well as upcoming events. | Create and maintain a lending library database to track all assets, instantly know who has what checked out, as well as maintain important asset details such as title, owner, and type. Create useful reports instantly, such as Borrower Lending History, Checked Out Assets and Overdue Assets. | Create and maintain a comprehensive property database of your real estate and rental holdings, tracking property type, leases, payments, servicing, and tenant information using this robust Access template. In addition to maintaining details on each property, you can query expiring leases, track payments by type, and manage service providers. |
Create and maintain a sales pipeline and open opportunities database to track and evaluate prospective sales across your sales team using this Access template. Navigate by opportunities, employees, customers, maintain data on probability, estimated revenue, and forecast value, and generate reports across multiple criteria to realize your team's potential. | Create and maintain a comprehensive database of your school's faculty using this robust Access template. In addition to maintaining faculty ID, department, and contact details on each teacher, you can navigate by numerous criteria as well as create queries, add contacts from Outlook and generate reports. | Simplify the creation dynamic combo boxes that update automatically depending on user action using this handy Access template that allows you to use either VBA code or macros to realize your design. Includes robust tables for products and categories as well as comprehensive instruction for both methods. |
Instantly calculate any individual's age using two dates (birthdate and a second date) with this handy Access template. It also serves as a contact list, with fields for company name, job title, and comprehensive contact data for each individual. Includes sample code and concise instructions on how to operate the queries. |