When it's faster to copy data from one, or several, old reports than to type
it out in a new report, use the SmartMerge utility to merge data from another
report into your current report:
- In a report in Titan Reports, click Merge in the
top toolbar.
- In the window that appears, select the folder that contains the report or
template you wish to merge from the Folders pane on the
left.
- In the Source File pane to the right, locate and select
the report you want to merge.
You can also type a file name, address, or other report‑specific
information into the Search box and click the magnifying
glass icon ( ) to
locate your file.
- Choose your SmartMerge options at the top of the screen:
- Indicate whether you want to merge the Entire Report or
Selected forms in Report.
- Then, choose how to merge the reports:
- Forms AND data
- Merges forms from the selected report, including any text 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.
- 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.
- Field formatting
- Merges field formatting from the source report, e.g., locked fields,
numbers only, rounding, etc.
- Text formatting
- Merges text formatting from the source report, e.g., font, font style,
font size, etc.
- Worksheet
- Check this option to merge the worksheet from the source report.
- Map Images
- Merges any map images from the source report, not just the map pages.
When disabled, Titan Reports merges blank copies of the map pages
from your source report.
- Property Sketch
- Merges any sketch images from the source report, not just the sketch
pages. When disabled, Titan Reports merges blank copies of the sketch
pages from your source report.
- Property photos
- Check this option to merge all of the photos from your source report.
When disabled, Titan Reports merges in just the photo pages from your
source report, no photos.
- Workfile
- If enabled, Titan Reports merges all the Workfile contents from
your source report. This option can't be enabled by default. You must
click the checkbox each time you want to merge the Workfile from your
source report.
- Save the options above as my default SmartMerge
options
- Select this option when setting up the above options as default.
Titan Reports then remembers if the options are checked instead of
setting your options every time you merge. The only exception is the
Workfile. Due to the potential for the Workfile to contain a large amount
of data, it has to be manually checked each time you merge from your
source report.
- If you chose to merge Selected forms in report, review
the list of forms at the bottom of the screen.
- To add or remove pages from your merge process, check the boxes beside
each section listed.
- To select all of the forms/sections, click the Include
Page checkbox.
- To deselect all of the forms/sections, click the Include
Page checkbox again.
- 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.