denali webinar series october 1, 2014

Denali Webinar Series

October 1, 2014

October 1, 2014 Cougar Mountain Software 1

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

04/20/23 Personalized Service By Business and Accounting Experts 3

Kevin WinstonCougar Mountain Software

kevinwinston@cougarmtn.com

PIC GOES HERE

AGENDA

• Introductions

• Today’s Topic: Import / Export CMS Opening the Software

Finding Your Way Around

• Q & A Wrap-up

04/20/23 Personalized 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 : 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)

– 800-388-3038– techsupport@cougarmtn.com– Fax: 208-375-4460

04/20/23 Personalized Service By Business and Accounting Experts 35

THANK YOU!

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• Follow-up communication

• Access to this recorded presentation