Denali Webinar Series October 1, 2014 Cougar Mountain Software1.

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Presentation transcript:

Denali Webinar Series October 1, 2014 Cougar Mountain Software1

How to interact today Personalized Service By Business and Accounting Experts 2 Type your comments and questions here throughout Raise your virtual hand to ask an audio question at the end

Today’s Presenter 12/7/2015Personalized Service By Business and Accounting Experts 3 Kevin Winston Cougar Mountain Software PIC GOES HERE

AGENDA Introductions Today’s Topic: Import / Export CMS Opening the Software Finding Your Way Around Q & A Wrap-up 12/7/2015Personalized Service By Business and Accounting Experts 4

Denali : Where?

Denali :The Tools to be used.

Denali : Export / Import

Denali : File Definition

Denali :The Transfer Method Append Only: Update Only: Update & Append: ONLY Happens When Importing Reports

Denali : Choosing the File?

Denali : Output File

Denali :The Browse is Set Your Title will be written / set for you automatically.

Denali :The Browse

Denali : Begin Export / Import

Denali : Finding Your Report

Denali : Finding Your Data

Denali : Open it in Excel

Denali : When Open In Excel When you open the File you will use the “Excel Wizard” to get in on your Excel correctly.

Denali : Excel (Step 1)

Denali : Excel (Step 2)

Denali : Excel (Step 3)

Denali : Excel Opens as your Report

Denali : Editing Your Report

Denali : Importing Excel

Denali : Finding the Import

Denali : Open the Report In Excel

Denali : Make Sure it is The Same File

Denali : Make Sure First Row Is Checked

Denali : Please Do a Back Up First !

Denali : Importing To CMS

Denali : Other Exports

Denali : Text File or Excel

Questions or Comments? Customer Service Team (Support Care) – –Fax:

12/7/2015Personalized Service By Business and Accounting Experts 35 THANK YOU! Look for the these: Follow-up communication Access to this recorded presentation