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, you can 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. In the screen that appears, select the folder that contains the report (or "template") you wish to merge from the Folders pane on the left.
  3. In the Select a source file pane, locate the report you want to merge and click to select it. You can also type a file name into the Look for: box and click Find to locate your file.  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, indicate whether you want to merge in the Entire Report or Selected forms in Report. If you mark the Selected forms in report option, check the boxes in the bottom pane beside each section you wish to merge. To select all of the forms/sections, click Mark All. To deselect all of the forms/sections, click Un-mark All.

    Under the Include from source report: section, choose what you want to merge from the source report.  By default, Workfile and Property sketch are always unchecked.  To include the workfile or sketch, simply check the box next to the one you want.  Other options, such as Field formatting and Text formatting 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. Choose how to merge the reports:
    Forms AND data
    Merges the selected report in the report you currently have open, including any data, but leaves any existing content in your report intact.
    Forms only
    Merges only the forms from the selected report into the report you currently have open. None of the data is transferred from the selected report.
    Overwrite all target fields (Clone)
    This makes an exact duplicate of the selected report and overwrites the report you currently have open, OR the sections you've selected in the report if you're only merging in selected forms.
  6. When finished, click Merge to move over 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.