Merge form data with SmartMerge


Click this video to see it in action!

When it's faster to copy data from one, or several, old reports than to type it out in a new report, use TOTAL's SmartMerge utility.  To merge data from another report into your current TOTAL report:

  1. In a report in TOTAL, click Merge in the top toolbar.

  2. From the Folders pane on the left in the window that appears, select the folder that contains the report, or template, you wish to merge.
  3. In the Source File pane to the right, locate the report you want to merge and left-click to select it.
      NOTE:

    You can also type a file name into the Search box, then click the maginfying glass icon (  ) to locate your file.  You can choose to search the current folder, or all folders.  Use TOTAL's Advanced Search to look for reports that match a variety of criteria, fall within certain ranges (like date or price ranges), or share a common market area.  Click here for more information on using TOTAL's Advanced Search function.

  4. From the SmartMerge options at the top of the screen:
    1. Indicate whether you want to merge the Entire Report or Selected forms in Report.
    2. Then, choose how to merge the reports:
      Forms AND data
      Merges forms from the selected report, including any data, but leaves any existing content in your current report intact.
      Forms only
      Merges in only the forms from the selected report.  None of the data is transferred to your current report.
      Overwrite all target fields (Clone)
      This makes an exact duplicate of the selected report and overwrites any data in your current report, OR the sections you've selected in the report, if you're only merging specific forms.
    3. Once you choose how you want to merge your report, review the Include from source report section to choose what you want to include from your source file.  By default, Text Formatting is the only item checked.
        NOTE:

      Field formatting and Text formatting options are persistent — meaning, if you check to include one of them in one report, that selection will remain until you uncheck it in a later report.

  5. If you chose to merge Selected forms in report, review the list of forms at the bottom of the screen.

  6. When you're finished, click Merge to transfer the data you've selected.

You can repeat this process and merge from additional reports until you have all the data you need from your old reports.