Saving table documents

Survey Tabulation > Table documents > Saving table documents

When you first open a new project in UNICOM Intelligence Reporter - Survey Tabulation, a new blank table document is created and if you save this file, it is given the same name as the project, but with an .mtd filename extension. However, you can also save the file with a different name.

You can download table document files to your computer. If you have the appropriate access permissions, you can also save the file to the shared folder for the project, so that other users who have access to the project can use it.

You can use downloaded table document files in Survey Reporter or UNICOM Intelligence Professional. By default, the table document tries to use the survey data files from your UNICOM Intelligence Reporter - Survey Tabulation project. However, if you do not have access to the UNICOM Intelligence Reporter - Survey Tabulation project in the location to which you download the file, or if you want to use the file with another set of survey data, you can open the file with metadata and case data files in another location. See the Survey Reporter or UNICOM Intelligence Professional user guides for further information.

Note From release 4.5, any edits that you have made to variables, or derived variables that you have created, are saved in the table document and so are available to other users when you share the table document.

To save a table document

1 From the menu, choose File > Save Tables Document, or, to save an existing file with another name, choose File > Save Tables Document As.

This opens the Save dialog box.

2 To save the file for your own use, either save the file in the project folder within your user folder (the file will be saved here automatically if you do not choose another folder) or create a new folder beneath the project folder to save the file. See Managing table documents for more information.

3 To save the file for use by a colleague, use the navigator on the left of the dialog box to navigate to the project folder within the shared folder.

4 Enter a name for the table document in the File name field.

5 Click Save.

To download a table document to your computer

1 From the menu, choose File > Save Tables Document As.

2 Select the file you want to download.

3 In the Save As dialog box, click the Download button

This opens the Windows File Download dialog box.

4 Click Save. This opens a standard Windows Save As dialog box.

5 Browse to the location in which you want to save the file.

6 Click Save.