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Denali Webinar Series October 1, 2014

Denali Webinar Series October 1, 2014. How to interact today. Raise your virtual hand to ask an audio question at the end. Type your comments and questions here throughout. Today’s Presenter . PIC GOES HERE. Kevin Winston Cougar Mountain Software. kevinwinston@cougarmtn.com. AGENDA.

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Denali Webinar Series October 1, 2014

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  1. Denali Webinar Series October 1, 2014 Cougar Mountain Software

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

  3. Today’s Presenter PIC GOES HERE Kevin Winston Cougar Mountain Software kevinwinston@cougarmtn.com Personalized Service By Business and Accounting Experts

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

  5. Denali : Where?

  6. Denali :The Tools to be used.

  7. Denali : Export / Import

  8. Denali : File Definition

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

  10. Denali : Choosing the File?

  11. Denali : Output File

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

  13. Denali :The Browse

  14. Denali : Begin Export / Import

  15. Denali : Finding Your Report

  16. Denali : Finding Your Data

  17. Denali : Open it in Excel

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

  19. Denali : Excel (Step 1)

  20. Denali : Excel (Step 2)

  21. Denali : Excel (Step 3)

  22. Denali : Excel Opens as your Report

  23. Denali : Editing Your Report

  24. Denali : Importing Excel

  25. Denali : Finding the Import

  26. Denali : Finding the Import

  27. Denali : Open the Report In Excel

  28. Denali : Make Sure it is The Same File

  29. Denali :Make Sure First Row Is Checked

  30. Denali :Please Do a Back Up First !

  31. Denali : Importing To CMS

  32. Denali : Other Exports

  33. Denali : Text File or Excel

  34. Questions or Comments? Customer Service Team (Support Care) • 800-388-3038 • techsupport@cougarmtn.com • Fax: 208-375-4460

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

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