Saving table documents

Server User Guides > 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. You can also save the file with a different name.

By default, table documents are created in your own personal user folder in UNICOM Intelligence Interviewer Server Administration. You can:

▪organize files into sub-folders

▪save table documents in the shared folder, so that they are available to other users. To do this, you must have permission to save files to the shared folder.

▪create a template document that is used as the basis for all new documents that users create for the project. To do this, you must have permission to save files to the shared folder.

▪download and upload files to and from your desktop computer or other network location, to share them with other users, if you do not permissions to save file in the shared project folder.

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 moe information.

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 Click File > Save Tables Document or Save Tables Document As.

2 In the Save dialog, do one of the following:

▪To save the file for your own use, either save the file in the project folder in your user folder. For more information, see Managing table documents.

▪To save the file for use by a colleague, navigate to the project folder in the shared folder.

3 Enter a name for the table document in the File name field, and then click Save.

To download a table document to your computer

1 Click File > Save Tables Document As, and then select the file you want to download.

2 In the Save As dialog, click the Download button This graphic is described in the surrounding text.

3 In the File Download dialog, click Save.

4 Go to the location in which you want to save the file, and then click Save.