Creating a template document using UNICOM Intelligence Reporter

Server User Guides > Survey Tabulation > Table documents > Managing template table documents > Creating a template document using UNICOM Intelligence Reporter - Survey Tabulation

Creating a template document using UNICOM Intelligence Reporter - Survey Tabulation

1 In UNICOM Intelligence Interviewer Server Administration, select the project, and then click UNICOM Intelligence Reporter - Survey Tabulation.

2 In UNICOM Intelligence Reporter - Survey Tabulation, create a new table document by choosing File > New Table Document.

To base the template on an existing table document, click File > Open Table Document, and then select the file you want to use.

3 Create the tables that you want to include in the template. For more information, see Defining the table structure.

4 Set up any filters required on tables. For more information, see Filters.

5 Use the Preferences tab to change the preferences as required for individual tables or for all tables, or to set up defaults for any new tables created.

6 You can also change the settings in the File Properties dialog. For more information, see Table options.

7 When you set up the template, click File > Save Table Document As.

8 In the Save dialog, select the shared folder for the project, for example, Root\Shared Folder\Projects\Museum.

9 Enter the name template in the Filename field, and then click Save.

The file is saved in the shared folder with the name template.mtd.