Expanding the 401(k) reporting tool

As the company grows, the need to be able to report on client's using the 401(k) plan does as well. We are adding clients to additional databases, and that has meant that the 401(k) reporting tool needed to be updated so that the user can identify which clients are participating in the company plan.

Using Microsoft SQL Server Management Studio, I created the additional tables: one for each additional database. Then I added ODBC links to these tables in the 401(k) reporting tool, the desktop application created using Microsoft Access 2003. I have to remind myself that, for each computer using this tool, I have to create the ODBC connection to each database and table. Then I updated the VBA code so that it can recognize and use the new tables as it compiles the information for the reports.

After testing out the changes, everything appeared to be working fine. I contacted the user and updated her version of the tool, refreshing the ODBC links where needed.

The company is now more ready to begin managing the 401(k) program for new clients.